diff --git a/landing/lenses/000010.json b/landing/lenses/000010.json index b821c773b7189d3a57bd5ba3d2452f91d0c45af9..b0c43db389499d493bc126d571443a456b8fad51 100644 --- a/landing/lenses/000010.json +++ b/landing/lenses/000010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000020.json b/landing/lenses/000020.json index fd7421d0f4f8a78423939434a20e2b178e4abf78..3ca6ee169b99058d0acbdc07a573dabed02b3e65 100644 --- a/landing/lenses/000020.json +++ b/landing/lenses/000020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 건강관리 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1510,88 +1510,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a0fc19807576", - "target": "000020", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000030.json b/landing/lenses/000030.json index ba492ec597d4951ce3f13cd648ed8979ad3b64d7..ffb4f80a0b042e01081b6b8b3bacaaedd16943da 100644 --- a/landing/lenses/000030.json +++ b/landing/lenses/000030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000040.json b/landing/lenses/000040.json index a6cb166f799038e3259c3252f6956d548a8a3ee2..9a0eb10247af7298e37754229ef040c8b1993c5e 100644 --- a/landing/lenses/000040.json +++ b/landing/lenses/000040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -555,18 +555,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 54.01, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,14 +751,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 54.01, + "score": 54.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 54.73, + "grade": "dCR-B", + "score": 55.07, "assumptions": { "scenarioStress": "moderate" } @@ -774,6 +774,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -860,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1020,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1033,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1053,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,10 +1078,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1111,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1186,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1227,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1251,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000050.json b/landing/lenses/000050.json index 8955f8c67de3fdde4e6afe70a6f057b07143709d..cc4b1dbffe8b6becff5e36dfb1dfb93146bdf2ee 100644 --- a/landing/lenses/000050.json +++ b/landing/lenses/000050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1498,88 +1498,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:864115c06ab4", - "target": "000050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2023", - "period": "2023", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.784 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2023", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000060.json b/landing/lenses/000060.json index 3cb180cdfa65c1075a55a0e0345f27f758c41707..eb037a18708bdab0daaadd29ccc4d116298dc3fe 100644 --- a/landing/lenses/000060.json +++ b/landing/lenses/000060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -672,14 +672,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -794,10 +794,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -820,7 +820,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.015, + "score": 0.01, "direction": "neutral", "sourceRef": "expectation.score" } @@ -833,7 +833,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000070.json b/landing/lenses/000070.json index 49f72dfb555389ca53a654263500cc2067f8726f..938f790ac39c76016bfb561b888148608d3c6f5f 100644 --- a/landing/lenses/000070.json +++ b/landing/lenses/000070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -944,7 +944,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1379,7 +1379,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1397,15 +1397,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/000080.json b/landing/lenses/000080.json index d7ed06ddbb5e9a4d72c2d5a3eac0f2a7d8f44ec6..e75748cc4d3efc72578aa0a6a3d36a98ed65271b 100644 --- a/landing/lenses/000080.json +++ b/landing/lenses/000080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000100.json b/landing/lenses/000100.json index aa3549f57d582149412bbf431e180773028d826b..f32cdb4fe9519015fb72c56449b71585dd63e6c3 100644 --- a/landing/lenses/000100.json +++ b/landing/lenses/000100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000110.json b/landing/lenses/000110.json index 9fb2c51e3639c7e2fb32e5e774ba7d49304e2cbf..a6c555047ed76a9e40a36818371b4f5bc9134e78 100644 --- a/landing/lenses/000110.json +++ b/landing/lenses/000110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000120.json b/landing/lenses/000120.json index d09a65d71eb53c10c211a078ff6d0f3cb542f869..723c257cec7d1e5a1ba11c140c0fd40e70428ff5 100644 --- a/landing/lenses/000120.json +++ b/landing/lenses/000120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,12 +1673,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ab1b41ed957f", + "target": "000120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.454 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000140.json b/landing/lenses/000140.json index 0b6c6c9fcd7e81fb258e48ad3d4b2fb7d079fd14..1943a763380661be5f27ca52490dcf6f88fda298 100644 --- a/landing/lenses/000140.json +++ b/landing/lenses/000140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -969,15 +969,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1597,88 +1597,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3800457a0dc1", - "target": "000140", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2023", - "period": "2023", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2023", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000150.json b/landing/lenses/000150.json index 9156f7f265bd0f6dcd02021b1f49f218a9da204b..a831ee9e2f53fc74209fc93361dd2dfbfd09d067 100644 --- a/landing/lenses/000150.json +++ b/landing/lenses/000150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000180.json b/landing/lenses/000180.json index 947f20f88c7cddf1a2fa17ffe6abcfaa2739a324..5f3c2f5dc53459b49be9dac60d75e206df6fa5da 100644 --- a/landing/lenses/000180.json +++ b/landing/lenses/000180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.18%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0001A0.json b/landing/lenses/0001A0.json index 08285930d533769c3fa33a0d068f073aa75e983f..b16e6c8a767bc68a875a6d6acd90fc61bf064338 100644 --- a/landing/lenses/0001A0.json +++ b/landing/lenses/0001A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000210.json b/landing/lenses/000210.json index 622c0891f886cc7d0ecca555a2a7853f9c0b6ffc..1858afd896cdaaeeaf33b947812721e3ad6d8451 100644 --- a/landing/lenses/000210.json +++ b/landing/lenses/000210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,51 +850,51 @@ "gradeHistory": [ { "period": "2026", - "score": 24.85, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 31.99, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 48.09, + "score": 50.46, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2024", - "score": 50.88, + "score": 53.72, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 58.59, + "score": 61.53, "grade": "B", "pdEstimate": 7.0 }, { "period": "2022", - "score": 52.58, + "score": 54.73, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2021", - "score": 36.41, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 37.45, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2020", - "score": 46.22, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 48.96, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2019", - "score": 11.38, - "grade": "A+", - "pdEstimate": 0.04 + "score": 13.14, + "grade": "A", + "pdEstimate": 0.06 } ], "coverage": { @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000220.json b/landing/lenses/000220.json index 5156eedacd495ad7d2bdcf8ceb609cdc2240fe8a..f188b890de2f4c1073f761235abcf0da287f743b 100644 --- a/landing/lenses/000220.json +++ b/landing/lenses/000220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000230.json b/landing/lenses/000230.json index 2306292d9449934a37b7e469d5cdb8f31651316c..7f4cb56d2cf0efdca2c696fe7d4279dfc6ef854d 100644 --- a/landing/lenses/000230.json +++ b/landing/lenses/000230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.69%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000240.json b/landing/lenses/000240.json index c6727a9594b93db6f1e21debd9d2a758155e25e6..492de6bb4342ebd327ef6110ed03b32b59de944e 100644 --- a/landing/lenses/000240.json +++ b/landing/lenses/000240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -902,15 +902,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1370,12 +1370,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:27aa8393a073", + "target": "000240", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.603 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000250.json b/landing/lenses/000250.json index 0d6eb5dd494acfce144df2aabf16f646b1e0cb25..065ac2764d87e842f34930feb6e86a850551b49b 100644 --- a/landing/lenses/000250.json +++ b/landing/lenses/000250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000270.json b/landing/lenses/000270.json index ab9bdf2962cf6699e2778422c2ca072330c8b3dc..5c15fc7a9d0f5da9933f3afeee319fdcecf01b3a 100644 --- a/landing/lenses/000270.json +++ b/landing/lenses/000270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000300.json b/landing/lenses/000300.json index f0033eb44e5ef490741ea676093b433bbbe2bc9a..983289720e56c585bdbcea9cb1d18324b0e68afd 100644 --- a/landing/lenses/000300.json +++ b/landing/lenses/000300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000320.json b/landing/lenses/000320.json index f96886ca2326274a40716279ba13830a5cb64aae..acc7367263778b6f50402657de3b563ccb39a047 100644 --- a/landing/lenses/000320.json +++ b/landing/lenses/000320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000370.json b/landing/lenses/000370.json index 477c2a8a556a11f8cd77184cbd2a3c8a2aca13e9..4b838938f5d31e8467547221b8cd5d95b0d5cb75 100644 --- a/landing/lenses/000370.json +++ b/landing/lenses/000370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -293,13 +293,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -481,14 +481,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -829,10 +829,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -847,10 +847,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000390.json b/landing/lenses/000390.json index 5d48725dff682c7c5de821089aadfcf53e4fdb56..a6e8f6f69c96f2e5fc45d51589123341c6bf00ea 100644 --- a/landing/lenses/000390.json +++ b/landing/lenses/000390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000400.json b/landing/lenses/000400.json index 0abafac82eae4280064a475f053e59e50a000391..01e3161dc428e0de12cb3403eddcb6c863bfe250 100644 --- a/landing/lenses/000400.json +++ b/landing/lenses/000400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,22 +40,32 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "판단 보류", - "summary": "3개 핵심 지표를 직접 비교한 결과 판단 보류입니다. 강점은 영업이익 CAGR입니다. 확인할 위험은 부채비율, 이자보상배율입니다. 필수 분석 영역은 1/4개가 관측됐습니다." + "label": "재무 기반 보통", + "summary": "4개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, 영업이익 CAGR입니다. 확인할 위험은 부채비율, 이자보상배율입니다. 필수 분석 영역은 2/4개가 관측됐습니다." }, "confidence": { - "level": "low", - "score": 25.0, + "level": "medium", + "score": 50.0, "method": "requiredDomainCoverage" }, "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 18.49, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.marginTrend", + "period": "2025" + }, { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", @@ -86,8 +96,57 @@ "period": "2025" } ], - "claims": [], + "claims": [ + { + "id": "analysis.operatingMargin", + "label": "영업이익률", + "comparisonKey": "profitability", + "basis": "companyFundamentals", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2026", + "earliestPeriod": "2024", + "periods": [ + "2024", + "2025", + "2026" + ], + "blockPeriods": { + "representative": [ + "2024", + "2025", + "2026" + ] + }, + "blockLatestPeriods": { + "representative": "2026" + }, + "mixedPeriods": false, + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://analysis/000400/representative.blocks.earnings.marginTrend", + "evidenceRefs": [ + "analysis.earnings.marginTrend" + ], + "falsifierRefs": [ + "marginBreak" + ], + "value": 18.49, + "unit": "%" + } + ], "evidence": [ + { + "id": "analysis.earnings.marginTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/000400/representative.blocks.earnings.marginTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, { "id": "analysis.earnings.growthTrend", "kind": "calculationBlock", @@ -112,12 +171,6 @@ ], "assumptions": [], "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.earnings.marginTrend" - }, { "id": "analysis.cash.cashQuality", "status": "partial", @@ -132,6 +185,14 @@ } ], "scenarios": [ + { + "id": "marginCompression", + "label": "영업이익률이 현재보다 3%p 하락", + "currentValue": 18.49, + "unit": "%", + "driverRef": "operatingMargin", + "sourceRef": "representative.assessment.drivers.operatingMargin" + }, { "id": "coverageStress", "label": "이자보상배율이 1배 아래로 하락", @@ -142,6 +203,11 @@ } ], "falsifiers": [ + { + "id": "marginBreak", + "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", + "driverRef": "operatingMargin" + }, { "id": "coverageBreak", "condition": "이자보상배율이 1배 미만이면 안정성 결론을 무효화합니다.", @@ -162,11 +228,11 @@ "resilience", "quality" ], - "observedRequiredDomains": 1, + "observedRequiredDomains": 2, "domainCoverage": { "earnings": { - "status": "partial", - "observed": 1, + "status": "observed", + "observed": 2, "expected": 2 }, "cash": { @@ -185,16 +251,16 @@ "expected": 1 } }, - "observedComponents": 3, + "observedComponents": 4, "totalComponents": 6, "components": [ { "id": "earnings.marginTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + "reason": "계산 근거를 확보했습니다." }, { "id": "earnings.growthTrend", @@ -239,10 +305,20 @@ ] }, "assessment": { - "label": "판단 보류", - "summary": "3개 핵심 지표를 직접 비교한 결과 판단 보류입니다. 강점은 영업이익 CAGR입니다. 확인할 위험은 부채비율, 이자보상배율입니다.", - "score": -1, + "label": "재무 기반 보통", + "summary": "4개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, 영업이익 CAGR입니다. 확인할 위험은 부채비율, 이자보상배율입니다.", + "score": 0, "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 18.49, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.marginTrend", + "period": "2025" + }, { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", @@ -274,6 +350,7 @@ } ], "positiveDrivers": [ + "영업이익률", "영업이익 CAGR" ], "negativeDrivers": [ @@ -290,124 +367,66 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { "label": "등급 산출 불가", - "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10)." + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { "level": "blocked", - "score": 70.0, + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 33.26, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 6.65, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 90.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 13.5, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 88.76, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 22.19, - "sourceRef": "axes.채무상환능력" - } - ], + "drivers": [], "claims": [], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/000400/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 88.76, 가중치 25%" - }, + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/000400/axes/자본구조", - "status": "derived", - "detail": "위험점수 33.26, 가중치 20%" + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/000400/axes/유동성", - "status": "derived", - "detail": "위험점수 90.00, 가중치 15%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/000400/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.현금흐름", + "id": "credit.axis.회계자산위험 프록시", "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름" + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { - "id": "credit.axis.사업안정성", + "id": "credit.axis.유동성", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성" + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { "id": "credit.calibration", "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", "sourceRef": "blockedReason" } ], @@ -425,11 +444,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -438,32 +452,13 @@ "axes", "metricsHistory" ], - "gradeHistory": [ - { - "period": "2026", - "score": 95.0, - "grade": "D", - "pdEstimate": 100.0 - }, - { - "period": "2025", - "score": 90.84, - "grade": "C", - "pdEstimate": 40.0 - }, - { - "period": "2024", - "score": 92.31, - "grade": "C", - "pdEstimate": 40.0 - } - ], + "gradeHistory": [], "coverage": { - "validAxes": 4, - "totalAxes": 7, - "validWeight": 70.0, - "totalWeight": 100.0, - "weightCoverage": 70.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, "eCR": null, "pdEstimate": null, @@ -481,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -608,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -627,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -640,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -658,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -671,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -680,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -748,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -767,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -919,13 +914,6 @@ "blocked": 1 }, "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.earnings.marginTrend", - "engine": "analysis" - }, { "id": "analysis.cash.cashQuality", "status": "partial", @@ -941,30 +929,44 @@ "engine": "analysis" }, { - "id": "credit.axis.현금흐름", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", "engine": "credit" }, { - "id": "credit.axis.사업안정성", + "id": "credit.axis.유동성", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", "engine": "credit" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", "engine": "credit" }, { "id": "credit.calibration", "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", "sourceRef": "blockedReason", "engine": "credit" }, diff --git a/landing/lenses/000430.json b/landing/lenses/000430.json index b803689baa09b3ce032c06d49313a9ff2073c1ca..0c6ac68d4fb38c82aa6a0a3997753c541547fe58 100644 --- a/landing/lenses/000430.json +++ b/landing/lenses/000430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,88 +1603,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b9f94986e05b", - "target": "000430", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.462 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000440.json b/landing/lenses/000440.json index 8bbd3ca2e85816dade5530bf84248364a032dec5..3e67d88caa4b05621567ef35aca8bab1d6aa9a65 100644 --- a/landing/lenses/000440.json +++ b/landing/lenses/000440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000480.json b/landing/lenses/000480.json index d9ac0da8b6b58c5402018fb61c0c359f07e888a3..b326a81f91b4214371bf587fd2f4eac2ac46c72c 100644 --- a/landing/lenses/000480.json +++ b/landing/lenses/000480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000490.json b/landing/lenses/000490.json index 1dbdaa7ac570f300d75457d62eef20adede935a9..bfa2d9ae6fc0a27c8667dec587385d4cbb92bf4b 100644 --- a/landing/lenses/000490.json +++ b/landing/lenses/000490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004V0.json b/landing/lenses/0004V0.json index 3aa13eae896546370df4baa2b8850e16c45ad60c..c2698d8e0b5e8d18cd44d1678cbe0a6978232618 100644 --- a/landing/lenses/0004V0.json +++ b/landing/lenses/0004V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004Y0.json b/landing/lenses/0004Y0.json index 92364da8b680472120ee25c63b59a8deb41b153d..4bbd975417974f90956752eca9f8042e203c1bda 100644 --- a/landing/lenses/0004Y0.json +++ b/landing/lenses/0004Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.51, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 0.1, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/0004Y0/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/0004Y0/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -989,13 +1005,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/000500.json b/landing/lenses/000500.json index f573098d59a9b0715a25990428e98e1ae5a43b78..f802c8d6ab54a4088ce53fde3656368f0e26f04d 100644 --- a/landing/lenses/000500.json +++ b/landing/lenses/000500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000520.json b/landing/lenses/000520.json index c2324c0f3cd903be76deb7c553e77c486da37fde..e10cdb3582ac33c42523854ca6c020df2150c67e 100644 --- a/landing/lenses/000520.json +++ b/landing/lenses/000520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000540.json b/landing/lenses/000540.json index dabec86dde407396d73f5d10218094fec5a44d14..adacebf20304f4fea6bb4842866c0556c864622d 100644 --- a/landing/lenses/000540.json +++ b/landing/lenses/000540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000590.json b/landing/lenses/000590.json index 89dc7f34666de74b7753cb5e8ca62afed1a0930c..dc881b93b8d0409df29c06146d616cbc28947bc3 100644 --- a/landing/lenses/000590.json +++ b/landing/lenses/000590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000640.json b/landing/lenses/000640.json index 33fb484e0a84e3861c56bc6fcedc55f8e9c40f4b..c1b5d5d224f80ea51b0afdcdb8c827e17de0798f 100644 --- a/landing/lenses/000640.json +++ b/landing/lenses/000640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -478,13 +478,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -633,14 +633,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -793,7 +793,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -806,7 +806,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -826,8 +826,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -848,8 +848,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -859,7 +859,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -884,7 +884,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -959,10 +959,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -982,7 +982,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -990,7 +990,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000650.json b/landing/lenses/000650.json index c8bf8eb3b24d737c8ab31816dfdb87afe8874ab0..d9586c517e14dead5a7e13405b71961a7a356de7 100644 --- a/landing/lenses/000650.json +++ b/landing/lenses/000650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000660.json b/landing/lenses/000660.json index 280f554ef5338e249ab1423209525b47b93f5ef9..6be2355790573bae6b47d36192004b701c3a6ccd 100644 --- a/landing/lenses/000660.json +++ b/landing/lenses/000660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000670.json b/landing/lenses/000670.json index 1a2ee2011dd3eef1f2f7905361a7a03641217069..338360ef04bb4df244263df8ffa460493576c54c 100644 --- a/landing/lenses/000670.json +++ b/landing/lenses/000670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 23.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -657,8 +657,8 @@ "value": 2.4, "unit": "riskScore", "direction": "positive", - "weight": 25, - "contribution": 0.6, + "weight": 15, + "contribution": 0.36, "sourceRef": "axes.자본구조" }, { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (지주사조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 (지주사조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/000670/axes/채무상환능력", "status": "derived", - "detail": "위험점수 20.43, 가중치 15%" + "detail": "위험점수 20.43, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/000670/axes/자본구조", "status": "derived", - "detail": "위험점수 2.40, 가중치 25%" + "detail": "위험점수 2.40, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -794,7 +794,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/000670/axes/사업안정성", "status": "derived", - "detail": "위험점수 28.03, 가중치 15%" + "detail": "위험점수 28.03, 가중치 10%" }, { "id": "credit.axis.재무신뢰성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 23.78, + "score": 24.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 24.38, + "score": 25.27, "assumptions": { "scenarioStress": "moderate" } @@ -853,51 +853,51 @@ "gradeHistory": [ { "period": "2026", - "score": 11.48, - "grade": "A+", - "pdEstimate": 0.04 + "score": 6.69, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2025", - "score": 33.09, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 29.26, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2024", - "score": 43.36, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 39.15, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2023", - "score": 22.19, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 19.98, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2022", - "score": 22.4, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 18.21, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2021", - "score": 48.26, - "grade": "B+", - "pdEstimate": 4.0 + "score": 38.57, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2020", - "score": 28.81, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 19.75, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2019", - "score": 19.23, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 14.81, + "grade": "A", + "pdEstimate": 0.06 } ], "coverage": { @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000680.json b/landing/lenses/000680.json index 991a1b1ef65219b052970fab8156e1136d7d3d6c..fd638f06e5fb94104e2892825d75112532e14fc3 100644 --- a/landing/lenses/000680.json +++ b/landing/lenses/000680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000700.json b/landing/lenses/000700.json index 99dfa65496d1763b73106d74986507c54c300d9f..4f8e9dc3d8ac0445bfab13e0e42a861745d48da5 100644 --- a/landing/lenses/000700.json +++ b/landing/lenses/000700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000720.json b/landing/lenses/000720.json index 525670f5f46c201a464f0ce0297229929963446a..bfaef4d4b48764a86047e19729d0e43fda5b43db 100644 --- a/landing/lenses/000720.json +++ b/landing/lenses/000720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000760.json b/landing/lenses/000760.json index 877a88d5f31946dca5ce189f395992e5d4376042..62f74438dcf2a91b641066083c21125431ac4d15 100644 --- a/landing/lenses/000760.json +++ b/landing/lenses/000760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007C0.json b/landing/lenses/0007C0.json index 948fb63e86f914f0c29d7f5245f97e111e9fd35c..30ad2124ce20fdcb0f2afafe9eafe9b304eaa339 100644 --- a/landing/lenses/0007C0.json +++ b/landing/lenses/0007C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007J0.json b/landing/lenses/0007J0.json index fc604d40301302bcdf259486988e6894d6fc74c9..3dab5e1936801aa0d06a4fb3a186b32ac1f237fd 100644 --- a/landing/lenses/0007J0.json +++ b/landing/lenses/0007J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,22 +263,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.12, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 0.02, "sourceRef": "axes.자본구조" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/0007J0/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/0007J0/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -856,6 +840,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/000800.json b/landing/lenses/000800.json index 8e18b05c370627011b94a7e1784e817d269239c8..aec9c79c85b3128eb4f7f00f98081c27a993e2a2 100644 --- a/landing/lenses/000800.json +++ b/landing/lenses/000800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1184,10 +1184,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000810.json b/landing/lenses/000810.json index 63608ae4dd027ac84424c7680469bc75b5453073..189dd2bc58d643bb2fe846e787a178eb246fa6ed 100644 --- a/landing/lenses/000810.json +++ b/landing/lenses/000810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -670,15 +670,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -822,13 +822,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,88 +1138,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2ac341d41455", - "target": "000810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.688 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000850.json b/landing/lenses/000850.json index 82d5b4d58a45c38a1e58d28f6a04efc887d57db4..b9e2a76da68f9b6368372bbe7124994871fa5461 100644 --- a/landing/lenses/000850.json +++ b/landing/lenses/000850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000860.json b/landing/lenses/000860.json index f018c57c2a41eb629f62e577d89c0af0d85c5203..829c19123c2a610790a775392f7a72f0618e0d00 100644 --- a/landing/lenses/000860.json +++ b/landing/lenses/000860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 22.14, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.21, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,11 +653,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 7.09, + "value": 5.71, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 1.42, + "weight": 15, + "contribution": 0.86, "sourceRef": "axes.자본구조" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/000860/axes/채무상환능력", "status": "derived", - "detail": "위험점수 33.14, 가중치 25%" + "detail": "위험점수 20.12, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/000860/axes/자본구조", "status": "derived", - "detail": "위험점수 7.09, 가중치 20%" + "detail": "위험점수 5.71, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 22.14, + "grade": "dCR-A-", + "score": 18.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 23.49, + "grade": "dCR-BBB+", + "score": 19.3, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -852,49 +857,49 @@ "gradeHistory": [ { "period": "2026", - "score": 7.67, - "grade": "AA", - "pdEstimate": 0.02 + "score": 8.62, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2025", - "score": 26.41, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 16.36, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2024", - "score": 11.36, - "grade": "A+", - "pdEstimate": 0.04 + "score": 9.19, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2023", - "score": 12.53, + "score": 10.44, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2022", - "score": 27.27, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 17.33, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2021", - "score": 37.58, + "score": 37.79, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2020", - "score": 8.83, + "score": 8.35, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2019", - "score": 26.35, + "score": 25.1, "grade": "BBB", "pdEstimate": 0.25 } @@ -907,10 +912,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000880.json b/landing/lenses/000880.json index f5562504c923f052704dc9e3ba54eb49e9931ada..f40cf7fda4a1bb366b066246a306235fbfd4933f 100644 --- a/landing/lenses/000880.json +++ b/landing/lenses/000880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.79%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-29", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-29", "period": "2025", "status": "derived", @@ -1147,7 +1147,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-29", "period": "2025", "status": "observed", @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,7 +1509,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-29", "period": "2025", "status": "observed", diff --git a/landing/lenses/000890.json b/landing/lenses/000890.json index a6b25fc36e61d1c2bc8009ef6d5eb917229549e2..758076fef08f8dd5ee5fb1556ac79c560c820c2d 100644 --- a/landing/lenses/000890.json +++ b/landing/lenses/000890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0008Z0.json b/landing/lenses/0008Z0.json index 39d1103241cd48eb796710dbdd01ea79b10bd38b..22917429c83a71e10b7066a7e5b8582ce336b456 100644 --- a/landing/lenses/0008Z0.json +++ b/landing/lenses/0008Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000910.json b/landing/lenses/000910.json index b87d03e590fe1738644d5d4faea2df357666ed40..d6291eb80cbdf67368166c4022b0c9648e3c6c9f 100644 --- a/landing/lenses/000910.json +++ b/landing/lenses/000910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1101,8 +1101,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,17 +1147,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,13 +1220,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1235,7 +1235,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000950.json b/landing/lenses/000950.json index af3f4858319946747cefa59a63508c1267d0bf3c..9d8bd510b75410b79604d6fd28ef94cfc222e321 100644 --- a/landing/lenses/000950.json +++ b/landing/lenses/000950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1005,15 +1005,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.61, + "score": 0.615, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000970.json b/landing/lenses/000970.json index 8b85f874371afe7bb9acc40b8b8598ad5268e8ad..732aa66e9a68acbd9365b8aff22bd0be4671cb50 100644 --- a/landing/lenses/000970.json +++ b/landing/lenses/000970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1664,7 +1664,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1686,7 +1686,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1704,8 +1704,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000990.json b/landing/lenses/000990.json index 2d79e7936bf483404b7e536df843a6b69f65bafc..8b43ccfbb3928f5fed7b2cd7f56ff64fa1ec9016 100644 --- a/landing/lenses/000990.json +++ b/landing/lenses/000990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0009K0.json b/landing/lenses/0009K0.json index b7dcb9f3c0009403ba9f344115d7abedef836269..59fad0fd7d3aba2303813b7b9ab9db2c50b26e99 100644 --- a/landing/lenses/0009K0.json +++ b/landing/lenses/0009K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001000.json b/landing/lenses/001000.json index 164d43bf0c3acae515a4a775df344f8459ac86c1..2a5392e940d816b307530832aa7d321d82750c5e 100644 --- a/landing/lenses/001000.json +++ b/landing/lenses/001000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.41%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001020.json b/landing/lenses/001020.json index 198931713902af347ec806cd1acb36ae3c8a7fb9..ea4ee0482ce527f6026077d55bd6a01f9bffca2d 100644 --- a/landing/lenses/001020.json +++ b/landing/lenses/001020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ff7a1db24a0e", + "target": "001020", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001040.json b/landing/lenses/001040.json index 94ebeecaebffa704035a412f61605a0ae044faef..5dbb16de2239e9f878b6d6754a0a6728bdfdcdbc 100644 --- a/landing/lenses/001040.json +++ b/landing/lenses/001040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,13 +910,13 @@ "reasons": [ "중대형기업 (매출 45조)", "캡티브금융 별도 D/EBITDA 1.4x (양호)", - "시가총액 12조" + "시가총액 10조" ], "monotonicGate": "A+" }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.48%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001060.json b/landing/lenses/001060.json index 8d0143eafbc85cd89ecf643247b6af6cc946c42f..07a717d2d67bec64844757369e52ae169fc17d7c 100644 --- a/landing/lenses/001060.json +++ b/landing/lenses/001060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001070.json b/landing/lenses/001070.json index 9704c6bb411979d5cf16e3bb0db08fc0d9af66e7..17cd3cd02a032783ed6b87c246bb7f440f355a98 100644 --- a/landing/lenses/001070.json +++ b/landing/lenses/001070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001080.json b/landing/lenses/001080.json index a7ea4f57542a10e94dc739d02f2e6ae1804b6a20..a38448e7e64d0a27098865afe84c06e90e91ca4d 100644 --- a/landing/lenses/001080.json +++ b/landing/lenses/001080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -602,18 +602,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -634,11 +634,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 0.41, + "value": 0.3, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.08, + "weight": 15, + "contribution": 0.04, "sourceRef": "axes.자본구조" }, { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,12 +703,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,14 +746,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/001080/axes/채무상환능력", "status": "derived", - "detail": "위험점수 23.75, 가중치 25%" + "detail": "위험점수 22.25, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/001080/axes/자본구조", "status": "derived", - "detail": "위험점수 0.41, 가중치 20%" + "detail": "위험점수 0.30, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -798,14 +798,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.12, + "score": 22.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 22.14, + "score": 22.55, "assumptions": { "scenarioStress": "moderate" } @@ -833,49 +833,49 @@ "gradeHistory": [ { "period": "2025", - "score": 19.16, + "score": 19.12, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2024", - "score": 36.26, + "score": 36.18, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2023", - "score": 36.13, + "score": 36.09, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2022", - "score": 31.91, + "score": 31.85, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2021", - "score": 8.99, + "score": 8.91, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2020", - "score": 17.11, + "score": 16.96, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2019", - "score": 24.99, + "score": 24.33, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2018", - "score": 0.32, + "score": 0.24, "grade": "AAA", "pdEstimate": 0.0 } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010F0.json b/landing/lenses/0010F0.json index c564efc6cfc0ce09325487b2442a2ae7dde576fe..349fe63525888e76297121d71f444f97ecad4d98 100644 --- a/landing/lenses/0010F0.json +++ b/landing/lenses/0010F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -543,8 +543,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -574,10 +574,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -719,10 +719,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010V0.json b/landing/lenses/0010V0.json index 609730c47e4a9ec574b565a7b035cf264dba5d93..7f458ef9b1d36f3f9c992348e0b10bbd96d2aa85 100644 --- a/landing/lenses/0010V0.json +++ b/landing/lenses/0010V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001120.json b/landing/lenses/001120.json index 94fb5d29f9f9847535d1091409c38b9377486b98..52428c020902e2313c0226f03b0b67a477e2ba55 100644 --- a/landing/lenses/001120.json +++ b/landing/lenses/001120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -975,19 +975,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1008,8 +1008,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,17 +1054,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1133,7 +1133,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1142,7 +1142,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,12 +1392,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:abeda76cd52f", + "target": "001120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.359 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001130.json b/landing/lenses/001130.json index 30b25d76c13caa6a83e9979617e0b1e34db0d433..a8afec2d7316e9efa98d1b92c1f3094216e925c9 100644 --- a/landing/lenses/001130.json +++ b/landing/lenses/001130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001140.json b/landing/lenses/001140.json index 5fea350ad9dd3af5797f2d72ac89f6a7983c7659..54bef2177e0e5e94cf8148ad98ca2b90eb01ade1 100644 --- a/landing/lenses/001140.json +++ b/landing/lenses/001140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,10 +1192,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1210,10 +1210,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011A0.json b/landing/lenses/0011A0.json index 2d9661068c5bf4d6034a115764caa0f3fd750d5b..d2416ef377b3d7745c162327d20f75ca6ecee7c3 100644 --- a/landing/lenses/0011A0.json +++ b/landing/lenses/0011A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011T0.json b/landing/lenses/0011T0.json index 362fd5891b554706755193ab2754dc0559cc9914..8b9e59ba7e9ff503fbfb96cc34f74bf6afcc60dd 100644 --- a/landing/lenses/0011T0.json +++ b/landing/lenses/0011T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001200.json b/landing/lenses/001200.json index 91c8a2fbe4869c3d94435e25163881c1925feb04..e2173ab9f78373c8df664f8f2191a64a124d035c 100644 --- a/landing/lenses/001200.json +++ b/landing/lenses/001200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -784,19 +784,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -863,17 +863,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -936,13 +936,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -951,7 +951,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001210.json b/landing/lenses/001210.json index 140a86659f9a5f05bfc5215a6bf970ff3906ce24..bedf1d260713f69ffaee03f7ab0ad27b30a010f8 100644 --- a/landing/lenses/001210.json +++ b/landing/lenses/001210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 32.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,15 +741,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 32.89, + "grade": "dCR-BBB-", + "score": 30.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 34.08, + "grade": "dCR-BBB-", + "score": 31.83, "assumptions": { "scenarioStress": "moderate" } @@ -832,11 +832,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 8.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -973,19 +972,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1097,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1125,13 +1124,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1140,7 +1139,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1153,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1172,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1198,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001230.json b/landing/lenses/001230.json index 3b972cd79d51b27eb5713bf01f3fb9866812d2f8..f1b3ccd83b1d0827a0afa3f3123a009971f9d002 100644 --- a/landing/lenses/001230.json +++ b/landing/lenses/001230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,15 +54,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { "label": "재무 기반 보통", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 OCF/순이익, 부채비율입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, OCF/순이익입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -73,10 +73,10 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 1.99, + "value": 229.39, "unit": "%", - "direction": "negative", - "scoreContribution": -1, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -245,9 +245,9 @@ "label": "영업이익률", "comparisonKey": "profitability", "basis": "companyFundamentals", - "direction": "adverse", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 1.99, + "value": 229.39, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 1.99, + "currentValue": 229.39, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -537,16 +537,16 @@ }, "assessment": { "label": "재무 기반 보통", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 OCF/순이익, 부채비율입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다.", - "score": 0, + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, OCF/순이익입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다.", + "score": 2, "drivers": [ { "id": "operatingMargin", "label": "영업이익률", - "value": 1.99, + "value": 229.39, "unit": "%", - "direction": "negative", - "scoreContribution": -1, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -600,12 +600,12 @@ } ], "positiveDrivers": [ + "영업이익률", "OCF/순이익", "부채비율", "이자보상배율" ], "negativeDrivers": [ - "영업이익률", "매출 CAGR", "영업이익 CAGR" ] @@ -619,216 +619,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.66, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 7.95, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 1.59, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 42.23, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 4.22, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 38.38, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 9.6, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/001230/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/001230/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/001230/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/001230/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/001230/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 38.38, 가중치 25%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/001230/axes/자본구조", - "status": "derived", - "detail": "위험점수 7.95, 가중치 20%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/001230/axes/유동성", - "status": "derived", - "detail": "위험점수 37.67, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/001230/axes/현금흐름", - "status": "derived", - "detail": "위험점수 25.00, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/001230/axes/사업안정성", - "status": "derived", - "detail": "위험점수 42.23, 가중치 10%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/001230/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.66, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 22.73, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -836,89 +696,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 9.77, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 15.15, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 25.52, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 10.65, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2024", - "score": 16.86, - "grade": "A-", - "pdEstimate": 0.08 + "score": 9.57, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2023", - "score": 9.72, + "score": 9.19, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2022", - "score": 20.9, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2021", - "score": 32.15, + "score": 33.41, "grade": "BB+", "pdEstimate": 0.75 }, { - "period": "2020", - "score": 42.83, + "period": "2021", + "score": 43.19, "grade": "BB-", "pdEstimate": 2.5 }, + { + "period": "2020", + "score": 59.01, + "grade": "B", + "pdEstimate": 7.0 + }, { "period": "2019", - "score": 59.7, + "score": 55.92, "grade": "B", "pdEstimate": 7.0 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, - "eCR": "eCR-4", - "pdEstimate": 0.15, + "eCR": null, + "pdEstimate": null, "notchAdjustment": null, - "divergenceExplanation": [ - "사업안정성 축이 42점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "divergenceExplanation": [] } }, "industry": { @@ -931,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1383,7 +1229,8 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "blocked": 1, + "usable": 2 }, "gaps": [ { @@ -1394,10 +1241,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { @@ -1468,7 +1350,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1372,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1390,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/001250.json b/landing/lenses/001250.json index 5aa8defdc3a1b698d9d1214698c4af5899e4b12f..e4da5762a948befd7319382cc81060c8cb88e44f 100644 --- a/landing/lenses/001250.json +++ b/landing/lenses/001250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001260.json b/landing/lenses/001260.json index 3291c51aefb21a06630ff8762254ad3477e82572..ae5c13dd079ab0fe6e4ababb936d2ea5fb59b0b9 100644 --- a/landing/lenses/001260.json +++ b/landing/lenses/001260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001270.json b/landing/lenses/001270.json index 74fb0bf7e5ddb3b70130f5eaeaa67feced28c095..f5cd48b04da033c54f17d2f7b9e76630e6da0a75 100644 --- a/landing/lenses/001270.json +++ b/landing/lenses/001270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -803,10 +803,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001290.json b/landing/lenses/001290.json index 0955e4551a94d1a3e280577e2976b28a89dca6fa..1db47b140e23fb39384ed44b534b0e5a560ecef9 100644 --- a/landing/lenses/001290.json +++ b/landing/lenses/001290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -351,13 +351,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -457,14 +457,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -584,10 +584,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -630,7 +630,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -650,8 +650,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -672,8 +672,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -708,7 +708,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -783,10 +783,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001340.json b/landing/lenses/001340.json index 201b300ef01c7867061ecc2d432f7aefc356c288..f8212dfad9c32fb97f669b227ec379f29b92e4d6 100644 --- a/landing/lenses/001340.json +++ b/landing/lenses/001340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001360.json b/landing/lenses/001360.json index a4e662b21633a483a02d638d69b4064a7b12e6af..368d6774bd18d5a006577c7a28d4840fcb4a9683 100644 --- a/landing/lenses/001360.json +++ b/landing/lenses/001360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9066.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9099.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,10 +1030,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1052,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001380.json b/landing/lenses/001380.json index 862efe4edf1f8baaa94ada7c13a99cc72b4ac1dd..25413e7bf351542bae53128758835ef5ab672325 100644 --- a/landing/lenses/001380.json +++ b/landing/lenses/001380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001390.json b/landing/lenses/001390.json index a1c600fdf0082d2fd27f48fa185af35557c64caf..98858e222134eb9f42321eee333b1c84591ea924 100644 --- a/landing/lenses/001390.json +++ b/landing/lenses/001390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1083,15 +1083,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.035, + "score": 0.03, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:41e694b7476a", - "target": "001390", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.749 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0013V0.json b/landing/lenses/0013V0.json index 3a340abb7bb37471d4b259f75623274ee8088ccd..b39a78df0693fca7266e88c10fbc3bbbea11deab 100644 --- a/landing/lenses/0013V0.json +++ b/landing/lenses/0013V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001420.json b/landing/lenses/001420.json index 1d59806a21b34b2615d7a778f161823360a7ed36..379de6c95728a123bae77f2d52fe016e8efdfd32 100644 --- a/landing/lenses/001420.json +++ b/landing/lenses/001420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001430.json b/landing/lenses/001430.json index 62464dcb56d45b1f371e117f4a4cc633649d9793..0bbd5c5ac3f14f9cb1602b18fbe9199022f794e2 100644 --- a/landing/lenses/001430.json +++ b/landing/lenses/001430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001440.json b/landing/lenses/001440.json index b611f817a49095f903d5740cd812c1083529c6e5..ac177df0d0545fdef502974dcf15183d96095de4 100644 --- a/landing/lenses/001440.json +++ b/landing/lenses/001440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:130c84b3fb06", + "target": "001440", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.922 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001450.json b/landing/lenses/001450.json index b88cacd0a243c54bfe6f9818adc5fdbd5ce9de7d..11c3bc99adb55d88e3ea454b2b4a231c9e97df7f 100644 --- a/landing/lenses/001450.json +++ b/landing/lenses/001450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -602,19 +602,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -681,17 +681,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -754,13 +754,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -769,7 +769,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001460.json b/landing/lenses/001460.json index 8c3805867e7a4b5f1704fb0163fea9c2690f5dd0..ce229a1749394c7f763eeb0cedd646f196fb801e 100644 --- a/landing/lenses/001460.json +++ b/landing/lenses/001460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001470.json b/landing/lenses/001470.json index 07796d22e6af91d324070a466cda4fb8466c258d..e4ac85a35bed1ecd51abc03ed23c17f2417c15de 100644 --- a/landing/lenses/001470.json +++ b/landing/lenses/001470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1154,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001500.json b/landing/lenses/001500.json index ab43db1e53f716f7c9a96486afc65b2597d6ca0d..17ae9e0416ff7d92b777d6430eb811c966364f3a 100644 --- a/landing/lenses/001500.json +++ b/landing/lenses/001500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001510.json b/landing/lenses/001510.json index 3271c203969a2ee45a850d432909474edc4334b8..19ed0b31c4fbc28a960bebe1b503266a286ebbf9 100644 --- a/landing/lenses/001510.json +++ b/landing/lenses/001510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -273,13 +273,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -461,14 +461,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -588,19 +588,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -621,8 +621,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -634,7 +634,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -654,8 +654,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -667,17 +667,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -687,7 +687,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -712,7 +712,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -740,13 +740,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -755,7 +755,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001520.json b/landing/lenses/001520.json index 524455b0cc996ae8dc473c5130dcb5027efb89e0..3af7124bffa3a3830526b017601fe1beec9684c0 100644 --- a/landing/lenses/001520.json +++ b/landing/lenses/001520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 10.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 12.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001530.json b/landing/lenses/001530.json index d3e2b2f927074ca10341d5269f66bed407b0973b..e9b518f93c78d2a1ae436f5cb7ca70c04c7a2a57 100644 --- a/landing/lenses/001530.json +++ b/landing/lenses/001530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 10.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 11.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,88 +1558,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8fbb6a182fa1", - "target": "001530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.66 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001540.json b/landing/lenses/001540.json index 58444da18bd87f0002731457239e6ea2a571113e..d90003b5c3d29a3983f933a843fd4bb3fdd49312 100644 --- a/landing/lenses/001540.json +++ b/landing/lenses/001540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6da5447a3d85", + "target": "001540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.511 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001550.json b/landing/lenses/001550.json index 0cd411a4c514fd3c9cd373f3de95cb5c071efaa8..e51d0bcfe7282714e7055bac9afe0d4091b36ab7 100644 --- a/landing/lenses/001550.json +++ b/landing/lenses/001550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001560.json b/landing/lenses/001560.json index e95f636435a03f826b53dc7593ce54f85fa0e120..a105a5cdf7a1a3d4fba1bba0901fae7e20e4fdea 100644 --- a/landing/lenses/001560.json +++ b/landing/lenses/001560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ef572bf07478", + "target": "001560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.79 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001570.json b/landing/lenses/001570.json index 9d5c5f83f28dfe3959fc4c686545756f31cc7033..f0f6491eabe906d3644c61500fb86703ecdc7623 100644 --- a/landing/lenses/001570.json +++ b/landing/lenses/001570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015G0.json b/landing/lenses/0015G0.json index 320845291dd6c90d804fd7788332aee493b2be00..38cfc9e5ca580c5f87dcc1608d4cb7572dcdf763 100644 --- a/landing/lenses/0015G0.json +++ b/landing/lenses/0015G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -613,8 +613,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,10 +644,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -657,7 +657,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015N0.json b/landing/lenses/0015N0.json index 69e73763d6aaa4560a9e483c29e139658c803852..76b7cce6ce0cff54d44400610e0576010db140dd 100644 --- a/landing/lenses/0015N0.json +++ b/landing/lenses/0015N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015S0.json b/landing/lenses/0015S0.json index db6f50b86a092aa77d8ecca7b89d77c5cde05bf4..d61de54d3bf3e6062b17f0af36c094876f72460c 100644 --- a/landing/lenses/0015S0.json +++ b/landing/lenses/0015S0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001620.json b/landing/lenses/001620.json index 5ace415c2a1aab85942d4e519ba2772ebc89ff00..799c2cf2a86d88b58f4bc964dfd6ba1df2204af7 100644 --- a/landing/lenses/001620.json +++ b/landing/lenses/001620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001630.json b/landing/lenses/001630.json index 4c68a27fe65fb5e5fc81000ea6dcd88a2c3b0ad4..759da0646e06cbb0aaa2c2f88ffacca5737a13a5 100644 --- a/landing/lenses/001630.json +++ b/landing/lenses/001630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:286e0505e9d6", + "target": "001630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.599 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001680.json b/landing/lenses/001680.json index da110c61950965b97358a91e2768253c40e2909e..9c11a6e741acdcd1c4cc94c664ca0e2d7e3a06bc 100644 --- a/landing/lenses/001680.json +++ b/landing/lenses/001680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,8 +1562,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001720.json b/landing/lenses/001720.json index ca763ee39918d82fea5a46056cc53eadf09d7979..b990e9ce6f042cc46affa7f4b460e3429d95c122 100644 --- a/landing/lenses/001720.json +++ b/landing/lenses/001720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -803,10 +803,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001740.json b/landing/lenses/001740.json index d4e5ead6736005e0a213789fe510bfc85b76cb08..7a57b5f043b342b0b8eef57c3b2f8e65f61d2269 100644 --- a/landing/lenses/001740.json +++ b/landing/lenses/001740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001750.json b/landing/lenses/001750.json index ff24cf1dfc8c9a84d516b854721ecfd82d4f0556..adfa8be30d1f160b31d9b85e1117c41ebcf35f79 100644 --- a/landing/lenses/001750.json +++ b/landing/lenses/001750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -736,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001770.json b/landing/lenses/001770.json index 8737df57825acf671f3d1e2dbffbb2300339ec6a..b2e6da6f525b10b56919cf946e3c6588189da827 100644 --- a/landing/lenses/001770.json +++ b/landing/lenses/001770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001780.json b/landing/lenses/001780.json index e8f41b1545801ab1cf761de3e3c27ab808be7ba1..8b89461a85bb623d61cc1287246f2d553a25b148 100644 --- a/landing/lenses/001780.json +++ b/landing/lenses/001780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 34.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 38.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 34.48, + "grade": "dCR-BBB-", + "score": 38.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 35.12, + "grade": "dCR-BBB-", + "score": 39.26, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -916,6 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001790.json b/landing/lenses/001790.json index 5f0031b29ce0555eb72edf84dfaef68d8160b7ac..10ebc983ea6460c6069de3f732fade0a2ea3324a 100644 --- a/landing/lenses/001790.json +++ b/landing/lenses/001790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0017J0.json b/landing/lenses/0017J0.json index 85f1084545a5e9cef1305b33da6697648d5db62e..c95fde923f1822f4344629a5a8e7590bb7458640 100644 --- a/landing/lenses/0017J0.json +++ b/landing/lenses/0017J0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001800.json b/landing/lenses/001800.json index b2198388615a7e48a652fa4880bd67365930f8b6..4467dda727d0dd886e3f9db3a8f4dfc8fd7e4cce 100644 --- a/landing/lenses/001800.json +++ b/landing/lenses/001800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1552,12 +1552,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1cee5a4e36e6", + "target": "001800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.509 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001810.json b/landing/lenses/001810.json index 3f41fd46b28e6f7b3ee6eea8b83bb74d7f440e6c..a8e4287f719b0aca307ace4fce750744c0f1c307 100644 --- a/landing/lenses/001810.json +++ b/landing/lenses/001810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001820.json b/landing/lenses/001820.json index c81feedec50f2aea5e15ec07bcceb9637d1b3e7b..e2ff9fff5fd5f87623685e0a6e2f459b070827b8 100644 --- a/landing/lenses/001820.json +++ b/landing/lenses/001820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001840.json b/landing/lenses/001840.json index 238419ca2c47ca7b90f2355eca9159e167f0bca8..1dfc9e562869a928c513200b89c59fea97126916 100644 --- a/landing/lenses/001840.json +++ b/landing/lenses/001840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-23", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-23", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-23", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001890.json b/landing/lenses/001890.json index ebdb26e916c5e07c775a7a393d91bb3d9b04ec2b..97fed55e584b79c06dd0005a831942858d405ed2 100644 --- a/landing/lenses/001890.json +++ b/landing/lenses/001890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001940.json b/landing/lenses/001940.json index 298d1136ccd16d1fe66ce857270986b56cc3d0f9..ee32684361aa7f487f700d064e41c324207b0f46 100644 --- a/landing/lenses/001940.json +++ b/landing/lenses/001940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/001970.json b/landing/lenses/001970.json index ce31dda559d4fd9d26eb72406ba973421e195012..6f98794cf5709d7b00e396b71f60e0b055c20e61 100644 --- a/landing/lenses/001970.json +++ b/landing/lenses/001970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -591,10 +591,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -610,10 +610,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -637,10 +637,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -655,10 +655,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -669,7 +669,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -677,7 +677,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002020.json b/landing/lenses/002020.json index 9c897a3f58186c96f4360b5392e21112fb8ee738..c43b7de2741dafe8182ce8131b3a222f964ff92e 100644 --- a/landing/lenses/002020.json +++ b/landing/lenses/002020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002030.json b/landing/lenses/002030.json index 45ea49eb5a856e6f57e51908904162705922c5f9..212c72202c6dd81c076635575b597df1cc982de2 100644 --- a/landing/lenses/002030.json +++ b/landing/lenses/002030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002070.json b/landing/lenses/002070.json index c74e028f0bf797cf5ed8551d1fe85373ff98a7e8..63985a3f0a0f0677e352bcf47991b465ef79ead1 100644 --- a/landing/lenses/002070.json +++ b/landing/lenses/002070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.23%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fffec592b959", - "target": "002070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.567 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002100.json b/landing/lenses/002100.json index 22f1047f116e493b1741256b1e8053d4dc4388ae..a583dd71612b6e253880ef65067b340e16ba9783 100644 --- a/landing/lenses/002100.json +++ b/landing/lenses/002100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002140.json b/landing/lenses/002140.json index c7b5cd3a56b358cac77031049f1f83a0ec52c1ee..7c00424b6765e2b01f614017cd9e1f2db9c8bab3 100644 --- a/landing/lenses/002140.json +++ b/landing/lenses/002140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 필수소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002150.json b/landing/lenses/002150.json index 7a381889ca4dbb7090b28d3d50fb92b128b57a18..251e9057ac193ff9664dab97d2082cc0b79fff83 100644 --- a/landing/lenses/002150.json +++ b/landing/lenses/002150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002170.json b/landing/lenses/002170.json index cb977b01946ce58cb446bb5827da283eee40e69e..2ce606e714de34fa026862ce7274d3597a77994d 100644 --- a/landing/lenses/002170.json +++ b/landing/lenses/002170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002200.json b/landing/lenses/002200.json index a25d91ff68bfe3d434085261b791cbe9c18528af..f80dc4d2cec6cf50f101c879327d21e9bec37f37 100644 --- a/landing/lenses/002200.json +++ b/landing/lenses/002200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1c7753dc14d5", - "target": "002200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.843 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002210.json b/landing/lenses/002210.json index 350dd66554b4eb0c05cc65b828d156bd9eafc9a2..0cf793e3d91f99407b255462c3b2123ca9e11fad 100644 --- a/landing/lenses/002210.json +++ b/landing/lenses/002210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002220.json b/landing/lenses/002220.json index 7b402cd9a716efd8779bd669f1b0a6bc9decb74e..6fc170f9c9b4f6d07a13787ec8725b5381d0123d 100644 --- a/landing/lenses/002220.json +++ b/landing/lenses/002220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 38.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 38.97, + "score": 41.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 39.4, + "score": 41.65, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002230.json b/landing/lenses/002230.json index e1833eba7b206028e5078b5639f508a047870b27..f851fd059a899af06e569b02b883ca2c27ee12ea 100644 --- a/landing/lenses/002230.json +++ b/landing/lenses/002230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002240.json b/landing/lenses/002240.json index 2d8bb5c5b51134316889d4aa14d6248257973e17..0283200f620552f9ded04c39f0f8845988579394 100644 --- a/landing/lenses/002240.json +++ b/landing/lenses/002240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002290.json b/landing/lenses/002290.json index 406c7da23e31b421534ff58d5b8edd4e74c24d62..87c3b2208c3243adb680475daf68ea1d046454f9 100644 --- a/landing/lenses/002290.json +++ b/landing/lenses/002290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,22 +620,22 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 2.40, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 2.66, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "medium", + "score": 85.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,17 +793,16 @@ "sourceRef": "dartlab://credit/002290/axes/사업안정성", "status": "derived", "detail": "위험점수 24.06, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/002290/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], "gaps": [ + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -816,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 2.4, + "score": 2.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 2.65, + "score": 2.94, "assumptions": { "scenarioStress": "moderate" } @@ -899,11 +898,11 @@ } ], "coverage": { - "validAxes": 6, + "validAxes": 5, "totalAxes": 7, - "validWeight": 95.0, + "validWeight": 85.0, "totalWeight": 100.0, - "weightCoverage": 95.0 + "weightCoverage": 85.0 }, "eCR": "eCR-4", "pdEstimate": 0.0, @@ -923,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1082,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1101,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1209,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,6 +1344,13 @@ "sourceRef": "representative.blocks.quality.earningsQualityFlags", "engine": "analysis" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/002310.json b/landing/lenses/002310.json index 78c706bd4e922a920eae4fbcb75d0816c2234ab9..89ce5d1bce27c57018b9526f49e9114f7b15e15c 100644 --- a/landing/lenses/002310.json +++ b/landing/lenses/002310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002320.json b/landing/lenses/002320.json index 3224cb4ee3c4283e75ef38d117acc7a70afff296..ca155a8f2eec475c44be2e18594d0e071d7ec087 100644 --- a/landing/lenses/002320.json +++ b/landing/lenses/002320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,15 +1088,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.955, + "score": 0.96, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,12 +1562,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9d87e596eeaa", + "target": "002320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.318 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002350.json b/landing/lenses/002350.json index f2c2114c41111bf717e88419212808f894dc8678..1e738a43d5a82620b5d2304809179d9037e07d98 100644 --- a/landing/lenses/002350.json +++ b/landing/lenses/002350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002360.json b/landing/lenses/002360.json index aa7c65498aeb306ca686efa7a333f3f8e42c780f..93074da9908fe1e11ac640d9ed6e3ca143723c9c 100644 --- a/landing/lenses/002360.json +++ b/landing/lenses/002360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 7.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 8.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,10 +1261,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002380.json b/landing/lenses/002380.json index 531fda7da79a44a4086c214f73c27c5764600340..2fb8f7161d4d7a1c40bbe00fe94e40c7fe5361f8 100644 --- a/landing/lenses/002380.json +++ b/landing/lenses/002380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,13 +1216,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002390.json b/landing/lenses/002390.json index bfe1c8a43c605bb1ac55f66457f57c45d3ebef5c..f1d1d167b155e365bff8b72ce06c8944a55e6a50 100644 --- a/landing/lenses/002390.json +++ b/landing/lenses/002390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 48.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 건강관리 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 48.31, + "score": 51.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 48.72, + "score": 52.21, "assumptions": { "scenarioStress": "moderate" } @@ -916,6 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 10.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 90.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002410.json b/landing/lenses/002410.json index cac0aa8d965b845c13a431374101c8913fd8037c..950373d3cf77db79020d00fdbcdb6b63b4a1651d 100644 --- a/landing/lenses/002410.json +++ b/landing/lenses/002410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002420.json b/landing/lenses/002420.json index fba3129aaf3a66f468276e9a7a397b46ad566901..30606e9b52c5413149d86e4ce0106604630f7ad5 100644 --- a/landing/lenses/002420.json +++ b/landing/lenses/002420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002450.json b/landing/lenses/002450.json index bb4b64d532650db62c3f9987025d76b8e9a6170a..38cc8f42ef82594a53b24c52d6ca30d2bec0e60c 100644 --- a/landing/lenses/002450.json +++ b/landing/lenses/002450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002460.json b/landing/lenses/002460.json index 7663970c5a2d435d97b4ee2016c4eb0e1c093839..b5a7dcb39063855a19f08ca559b3c9a7964e774f 100644 --- a/landing/lenses/002460.json +++ b/landing/lenses/002460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e21dba23fb5c", + "target": "002460", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002550.json b/landing/lenses/002550.json index 9d4e5686c33291018092b116715c22d3a793c68d..5c8c72192a89f8fd045ca134b4784fc70b154a37 100644 --- a/landing/lenses/002550.json +++ b/landing/lenses/002550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002600.json b/landing/lenses/002600.json index bc4fdccd37b8434df9b9300e5b74af0fe6e59f50..8a09f6a9bc19a24db66ef5209838a4198fdf0e83 100644 --- a/landing/lenses/002600.json +++ b/landing/lenses/002600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002620.json b/landing/lenses/002620.json index a1f76ef438c5fc9c03a1bea2ddbe5fef94d03396..25f45ad3e68adbd597f9a9ab6cdd3900a0ed9391 100644 --- a/landing/lenses/002620.json +++ b/landing/lenses/002620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002630.json b/landing/lenses/002630.json index f85257e05ab4270c402d6effb67cd048566fea8f..80fe0f6c284cbe7db9a9e9c18ff1402de638ec54 100644 --- a/landing/lenses/002630.json +++ b/landing/lenses/002630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,8 +978,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1009,10 +1009,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002670.json b/landing/lenses/002670.json index 443d6d37ac24bdee3ba574594092705459371c7e..65f20810af81e0bee4aec437dadba4f7a5887749 100644 --- a/landing/lenses/002670.json +++ b/landing/lenses/002670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/002680.json b/landing/lenses/002680.json index 5d4e1c265ad64f1443147ddf08d23b80594eff77..8772bdf01c1d1d4955cf9ed0de49b1fec6fe90c4 100644 --- a/landing/lenses/002680.json +++ b/landing/lenses/002680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 필수소비재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1760.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 2140.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002690.json b/landing/lenses/002690.json index d9a4c94670c9016e76a37608bb2d039d7441f907..79f79aff686bbd89b8b73ae4f8c9d70de761a9b3 100644 --- a/landing/lenses/002690.json +++ b/landing/lenses/002690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1017,10 +1017,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002700.json b/landing/lenses/002700.json index daccfb96efba5bafea6a98d72dfcd450fc522aee..f5cc68ab71b9abc5b9d9eb8bbf0fa2feb0f69434 100644 --- a/landing/lenses/002700.json +++ b/landing/lenses/002700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002710.json b/landing/lenses/002710.json index d98bcb2d08ef01bdd21dd599fb3eb97a4585b99c..ac891d81df72c65ae75a93e7664ab99e82ca9a78 100644 --- a/landing/lenses/002710.json +++ b/landing/lenses/002710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 21.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 21.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002720.json b/landing/lenses/002720.json index 6d187cc265421ebe89e4ff71637b0e51bddbc3e3..2e0d554eb17fd79ade3c298c30d32a6637323c4f 100644 --- a/landing/lenses/002720.json +++ b/landing/lenses/002720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002760.json b/landing/lenses/002760.json index 6983025127ca750ecad929f8fa4bae879c52d0a8..ad896b43f56d4b3b971462b6548cdca1c4cdf01a 100644 --- a/landing/lenses/002760.json +++ b/landing/lenses/002760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.59, + "score": 6.59, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.0, + "grade": "dCR-AA", + "score": 7.0, "assumptions": { "scenarioStress": "moderate" } @@ -841,11 +841,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1077,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1090,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1130,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1217,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002780.json b/landing/lenses/002780.json index 0e46aaaafb61cc5b3367ddc5760105b88cd88a9c..71a9c9c7f0d7cf522fa6bd4f2f2dd4784c512de4 100644 --- a/landing/lenses/002780.json +++ b/landing/lenses/002780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": null, "status": "derived", @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": null, "status": "observed", @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002790.json b/landing/lenses/002790.json index 2dd5ff804cb66361db48a2435059abcf321ef268..9a7ee69ff69b4503a1b0289a822108a98924a3ca 100644 --- a/landing/lenses/002790.json +++ b/landing/lenses/002790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002800.json b/landing/lenses/002800.json index c93f6e6148256373e8ff95fc16387669acebe8f4..bb5b5bacd16f1448d71434e7b83091cd85804921 100644 --- a/landing/lenses/002800.json +++ b/landing/lenses/002800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002810.json b/landing/lenses/002810.json index b14250e7c621a919e66143dbefa6c099a966242d..db054bada8d68579352b6e0ea0f19da080208dec 100644 --- a/landing/lenses/002810.json +++ b/landing/lenses/002810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a86a0b1c9568", - "target": "002810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002820.json b/landing/lenses/002820.json index fd3e242659694256d5890a888fcb3f5fa4e512fa..0f2403a25645b8998a1c6c17afefb6e228773a32 100644 --- a/landing/lenses/002820.json +++ b/landing/lenses/002820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.185, + "score": 0.18, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002840.json b/landing/lenses/002840.json index 84bbe23fab952a8e018c68c0a54a48691e39e5c8..55706403021db9bfef482ab3e3eb5db21c0de685 100644 --- a/landing/lenses/002840.json +++ b/landing/lenses/002840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1592,88 +1592,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ed562a69aa4a", - "target": "002840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002870.json b/landing/lenses/002870.json index 992c57b9c7df1b708e1182f7f4f4efd9b293bea4..18a3851f176915661379d93c7192c8017dee71cf 100644 --- a/landing/lenses/002870.json +++ b/landing/lenses/002870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:37abe6e4e1e7", - "target": "002870", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.437 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002880.json b/landing/lenses/002880.json index 03137f70b11f1cf89eeec969ef0846d6c87ffc61..7194a1bdbbe3afba8cc30ddda267832a306e4508 100644 --- a/landing/lenses/002880.json +++ b/landing/lenses/002880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002900.json b/landing/lenses/002900.json index f9f1e5367f20b24a64860e6bb1d2ce7c1bec0852..d108302d93664271fa74460e6de10e12919cec76 100644 --- a/landing/lenses/002900.json +++ b/landing/lenses/002900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002920.json b/landing/lenses/002920.json index a66f3b57226eae21d455627661293fc4d98d0602..b183c932c0d61c93f09fa4e66ec18bd3f273825f 100644 --- a/landing/lenses/002920.json +++ b/landing/lenses/002920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cfd971344cd3", - "target": "002920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002960.json b/landing/lenses/002960.json index 2730c6b89ba0f81b7dd62d972092e94387adb22c..ddfee4dfeacb2c6f6d7d98ca45387e4924d09f10 100644 --- a/landing/lenses/002960.json +++ b/landing/lenses/002960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002990.json b/landing/lenses/002990.json index 9a76038dad3d454c194dab5e8f7bd092197f4a5f..057ff8cc7c6f98fd0b870d94999239a86d52664c 100644 --- a/landing/lenses/002990.json +++ b/landing/lenses/002990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003000.json b/landing/lenses/003000.json index 8885590c9ce295d4a62797c87a6368dc119144ef..5ef7255f3fb5729c0b56df5b1b1c1a9bf06ec3f1 100644 --- a/landing/lenses/003000.json +++ b/landing/lenses/003000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:085e04584ed6", + "target": "003000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003010.json b/landing/lenses/003010.json index 261fad3b9167645bcc810c4905fb10185009a8d4..f803f0e2eac3ef096a6bde43007ed3b97ea02768 100644 --- a/landing/lenses/003010.json +++ b/landing/lenses/003010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003030.json b/landing/lenses/003030.json index 53435238e8bfb38df593f639ffcba981dfe79d6c..a209b2fcb1afb8ec29f47a86a4170962d9599129 100644 --- a/landing/lenses/003030.json +++ b/landing/lenses/003030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003060.json b/landing/lenses/003060.json index 21e87cd4f076a7cd9dba2f1f3c4cd487cc3433b9..0d5220ed58ed5466744a1458744f2c6a6b3255bb 100644 --- a/landing/lenses/003060.json +++ b/landing/lenses/003060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9980.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9987.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003070.json b/landing/lenses/003070.json index 9a23de8bfddff96b515755d7b1f4270a7e7bacf8..0fb56749c57d1d5352b80d4717e9a7086d1a7de2 100644 --- a/landing/lenses/003070.json +++ b/landing/lenses/003070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,15 +1514,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/003080.json b/landing/lenses/003080.json index 505a9cdf709a1451f77e4cd01b2b539a927170e7..a7478a3b3ca56395aa0cb8c3bfa5053b6d1bc37b 100644 --- a/landing/lenses/003080.json +++ b/landing/lenses/003080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003090.json b/landing/lenses/003090.json index 89b4e85445fb30116e56c2d98decf152e3c7f179..1340eca0c0d552caa71a2378f41cd6f324cce21d 100644 --- a/landing/lenses/003090.json +++ b/landing/lenses/003090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 건강관리 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:276e873068dc", + "target": "003090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.252 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003100.json b/landing/lenses/003100.json index 01fc0daaa4f2fc4f48ea5a31c1a906ebe05977aa..398ab680858208cc5139f01f717dd2b4e09c7d97 100644 --- a/landing/lenses/003100.json +++ b/landing/lenses/003100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003120.json b/landing/lenses/003120.json index 0465907cddbe1bc618659df5aee5915ce888f717..9dde802c8bbac7dad2ac212ae88853152b171b9f 100644 --- a/landing/lenses/003120.json +++ b/landing/lenses/003120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003160.json b/landing/lenses/003160.json index 7cf69a8a997f0fc3d092f55b10033e4b9b7dcc8b..935328e44b37817a7ff08fc6a4a31b734d21c79c 100644 --- a/landing/lenses/003160.json +++ b/landing/lenses/003160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1119,13 +1119,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003200.json b/landing/lenses/003200.json index b1e7977af51e276e3aebac65c0294388d055a974..12866d436f7470ce8c55434804861164f3571cfe 100644 --- a/landing/lenses/003200.json +++ b/landing/lenses/003200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003220.json b/landing/lenses/003220.json index 7a927235d1e9dfed62b559cd89b93218b7997b8b..e3c85bbfec11f595074dadc1c175864adb69f239 100644 --- a/landing/lenses/003220.json +++ b/landing/lenses/003220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 65.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,15 +1086,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.35, + "score": -0.355, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003230.json b/landing/lenses/003230.json index f0902e18b44cfcb4919af193192e4a1070e6f2a0..cfa11e2f3a3a83a470426f4905e59673d8962d21 100644 --- a/landing/lenses/003230.json +++ b/landing/lenses/003230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,9 +908,10 @@ "eCR": "eCR-2", "pdEstimate": 0.04, "notchAdjustment": { - "totalNotch": 1, + "totalNotch": 2, "reasons": [ - "CAPEX집약 OCF양수 (투자 사이클)" + "CAPEX집약 OCF양수 (투자 사이클)", + "시가총액 10조" ], "monotonicGate": "A+" }, @@ -931,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003240.json b/landing/lenses/003240.json index 09f03300ab5947052c33500708409065585220e8..b465cadcf2e02fbf262b31ef455462201c9defaa 100644 --- a/landing/lenses/003240.json +++ b/landing/lenses/003240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.14, + "score": -0.145, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,88 +1596,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:de7e68be5885", - "target": "003240", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2022", - "period": "2022", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2022", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003280.json b/landing/lenses/003280.json index d43eb7ba7733ad94a188f9257ed8314f84cbb3fd..6a640d97c2215d67a7c0488077877f6cfb7753cc 100644 --- a/landing/lenses/003280.json +++ b/landing/lenses/003280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003300.json b/landing/lenses/003300.json index 827f1d041de914842edd9d60ccc75ba04e47e698..390bfa1a30d2460332640379b4e4aa38f5d0bd45 100644 --- a/landing/lenses/003300.json +++ b/landing/lenses/003300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003310.json b/landing/lenses/003310.json index 8f6308ee202d96751abfacafd3e5dcbaa126280d..94af2d84a5030ec17614fc4a8f5ed66ccf8cf880 100644 --- a/landing/lenses/003310.json +++ b/landing/lenses/003310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1549,12 +1549,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f96f348db6df", + "target": "003310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.504 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003350.json b/landing/lenses/003350.json index 4d412e03bc9f47eed33352d1e555a04c8d2a5e3f..0fec003cb52a4fbc4472b18c8d5cdc1af781afdb 100644 --- a/landing/lenses/003350.json +++ b/landing/lenses/003350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003380.json b/landing/lenses/003380.json index 129f16b4ec99f7ac65279a5cc7bb5303fec9a8ad..aba8711bb5d4dda530607741753456b72bd9df03 100644 --- a/landing/lenses/003380.json +++ b/landing/lenses/003380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003410.json b/landing/lenses/003410.json index 479b988c3bd68021fd9d988b1208677224d47acf..72b28fd7cedd633a9bc5deaeb24514b2f65d1c9e 100644 --- a/landing/lenses/003410.json +++ b/landing/lenses/003410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003450.json b/landing/lenses/003450.json index 36c8239047eb6c2ad718ce217a8c8e4684c8a304..3e771e0f2c9b2dfd1ddcfbc1297c50274249b819 100644 --- a/landing/lenses/003450.json +++ b/landing/lenses/003450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,10 +1151,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1169,10 +1169,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003460.json b/landing/lenses/003460.json index 295f51e06db3eeb1ac2d86d6c04959da7bc65f9f..081ff8b098a30f7e8d279f8dc57a9a3158a97581 100644 --- a/landing/lenses/003460.json +++ b/landing/lenses/003460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -689,8 +689,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -720,10 +720,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003470.json b/landing/lenses/003470.json index 48d32138de6b8e011d44f6c12d4c8deaf5bf4b2d..060aee6a6c2ce194b8f5c403c2a7fbe0f81191e5 100644 --- a/landing/lenses/003470.json +++ b/landing/lenses/003470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -870,10 +870,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003480.json b/landing/lenses/003480.json index 9ff3bb97532625df4d2c964bec6fe413de1ee0d8..61a30abf906328cc8758fc1d22c49db2a682d4a4 100644 --- a/landing/lenses/003480.json +++ b/landing/lenses/003480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,15 +1062,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1515,12 +1515,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:db04c5822fa1", + "target": "003480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003490.json b/landing/lenses/003490.json index 7aff6c7f61522ab7f88366bcda620bd6377c2099..cf9dc187502c59a15ed63baf2cce698bbd4bc3c5 100644 --- a/landing/lenses/003490.json +++ b/landing/lenses/003490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1101,8 +1101,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,17 +1147,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1226,7 +1226,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1235,7 +1235,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003520.json b/landing/lenses/003520.json index 361ac91b7cf09c946c8ce7e2826006f7d2ca0424..b5751a8a586570564bf47ad6b89ec2dd2a343c71 100644 --- a/landing/lenses/003520.json +++ b/landing/lenses/003520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003530.json b/landing/lenses/003530.json index 917fd542e083bf83ad15e6655fe5c3b61122a13a..6d6052991ab256c7f094cc73867399125101a429 100644 --- a/landing/lenses/003530.json +++ b/landing/lenses/003530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1194,10 +1194,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003540.json b/landing/lenses/003540.json index 831eaa06b97a36050078b095e2e3120ea0b47922..b1ccd1f6318d867ddcdf3b8e76b2d99ed49d67c6 100644 --- a/landing/lenses/003540.json +++ b/landing/lenses/003540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1192,12 +1192,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6d0725c68afd", + "target": "003540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003550.json b/landing/lenses/003550.json index 9497c0dc70b829acdbd477a9f795528d4651ddef..20146e50f58412da07636390c5d62aefde26c3be 100644 --- a/landing/lenses/003550.json +++ b/landing/lenses/003550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/003560.json b/landing/lenses/003560.json index 1f34a0134dd32c01e8ad0040f4fc74d10ee6cb39..23e47b9128b4fd1a707ee791cab55c7076670950 100644 --- a/landing/lenses/003560.json +++ b/landing/lenses/003560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003570.json b/landing/lenses/003570.json index 0a7272267f95a8589767eb0b9105d6e65c03ef69..6195059e4ad13580fcda9f280809824f3ad19a36 100644 --- a/landing/lenses/003570.json +++ b/landing/lenses/003570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003580.json b/landing/lenses/003580.json index 36767b4c7ce064ca04ce2d5d16e2499c4b90066b..70b8313e39150f4ee6e86cb660d4e19e86aec398 100644 --- a/landing/lenses/003580.json +++ b/landing/lenses/003580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,10 +1206,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1488,7 +1488,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1510,7 +1510,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1528,15 +1528,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/003610.json b/landing/lenses/003610.json index 651408fe52f5854f9a418c194b39f824ffaab11b..d6e90ef719287af0317c1787cd62be6fb6991257 100644 --- a/landing/lenses/003610.json +++ b/landing/lenses/003610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003620.json b/landing/lenses/003620.json index 3f0d79d8103127ffde4fb981eb28a0b1df4190bf..fed03d537b4c12264f146f45cdebb7c7c04b8e7f 100644 --- a/landing/lenses/003620.json +++ b/landing/lenses/003620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:140a29193c30", + "target": "003620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.497 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003650.json b/landing/lenses/003650.json index d0e5eaa37dd3aebe7733501233e766c90a8c6617..b229f51119b61e354185e866c46ebf4c807b8daa 100644 --- a/landing/lenses/003650.json +++ b/landing/lenses/003650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003670.json b/landing/lenses/003670.json index 399af8624984b5fa214f47b7f515599557f4bdd7..7663a1866696fd5d3578720e92c8ef2a13de3fcd 100644 --- a/landing/lenses/003670.json +++ b/landing/lenses/003670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003680.json b/landing/lenses/003680.json index c1e5afddbc764209993ad120bd7142b51fee4775..23d37ac36e1d10a8be0b20c0d10d526695915130 100644 --- a/landing/lenses/003680.json +++ b/landing/lenses/003680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.65, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.63, + "grade": "dCR-BB-", + "score": 43.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.48, + "grade": "dCR-BB-", + "score": 44.45, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.53%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1074,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1214,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1255,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003690.json b/landing/lenses/003690.json index e2f2b1018b51aaf8fae5054e1088b64b2c77d5a3..42d989d9659b13a04dd669c46991b52001f86c89 100644 --- a/landing/lenses/003690.json +++ b/landing/lenses/003690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003720.json b/landing/lenses/003720.json index 610a819b6468d3c97ff69a71f7b44fc99240e51a..570307b3a5d217b4915b576a9083c330bfb986bb 100644 --- a/landing/lenses/003720.json +++ b/landing/lenses/003720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1598,12 +1598,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cf39ef66010e", + "target": "003720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003780.json b/landing/lenses/003780.json index 907f9c801ce7d6db66144732be129718cc12a3fb..b42d92a45be139e9c7b0275111e4f3f7fb760c91 100644 --- a/landing/lenses/003780.json +++ b/landing/lenses/003780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1507,7 +1507,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1529,7 +1529,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1547,8 +1547,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0037T0.json b/landing/lenses/0037T0.json index d90a7b8d0202ebd42a6795c8db4d40947f9d0061..f7e5c22a273bf0ded4375add8b5d6453de5c8ed2 100644 --- a/landing/lenses/0037T0.json +++ b/landing/lenses/0037T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,22 +263,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.56, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 0.11, "sourceRef": "axes.자본구조" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/0037T0/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/0037T0/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -593,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1005,6 +989,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/003800.json b/landing/lenses/003800.json index c8ceac3ff9ffc73480df79b932e2d8dd3d443ee2..44d0575257fb5b2e16d92f5c422645be010cdeaa 100644 --- a/landing/lenses/003800.json +++ b/landing/lenses/003800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a6d9d0ca29d5", - "target": "003800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.729 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003830.json b/landing/lenses/003830.json index fb94a185599a18f8bfece2cc55a9388d17d867e2..c88f5092de196ff180be631eb1058966b24172d9 100644 --- a/landing/lenses/003830.json +++ b/landing/lenses/003830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1014,10 +1014,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,10 +1150,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1168,10 +1168,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003850.json b/landing/lenses/003850.json index a83d6ec91ae6fa30b1b06702d7560075f0ab5fcb..ac38fb35b940438b6ff8b61926af4a836ca2e8b9 100644 --- a/landing/lenses/003850.json +++ b/landing/lenses/003850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 건강관리 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003920.json b/landing/lenses/003920.json index 74b0aa7c80d53852b744b8f1a28552350cb75c9c..48c403cb11d31dad492419f2cae4fb66f4f01d59 100644 --- a/landing/lenses/003920.json +++ b/landing/lenses/003920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:154f77901216", + "target": "003920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.726 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003960.json b/landing/lenses/003960.json index d91bd312247254fa300eea3ecea0a5f5796a9bae..c1c737c264497ee997a81adc29c9dcd023dc39b9 100644 --- a/landing/lenses/003960.json +++ b/landing/lenses/003960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1553,88 +1553,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7d1917bb550d", - "target": "003960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.287 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0039P0.json b/landing/lenses/0039P0.json index 65f2881484ac95102640589db096228f4905aee8..39ef9f000160dee3be3ca6cb004415930e7da254 100644 --- a/landing/lenses/0039P0.json +++ b/landing/lenses/0039P0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/004000.json b/landing/lenses/004000.json index ce9c74a6a4956b0d07914efd706f75f349c16c7c..becc4d748e08c9c6992c837ef76c9c8b22b76132 100644 --- a/landing/lenses/004000.json +++ b/landing/lenses/004000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004020.json b/landing/lenses/004020.json index 54d143e6423af66a41ed946536d9336f00fcb801..55c88680ade29fb8547e10f1dfe9cb25e15517d2 100644 --- a/landing/lenses/004020.json +++ b/landing/lenses/004020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004060.json b/landing/lenses/004060.json index d167d944e53ba7e901c7d2b7f9a3e52e58d13c56..2a75090dc6f879856386bb592dc90cd30d2a82fe 100644 --- a/landing/lenses/004060.json +++ b/landing/lenses/004060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004080.json b/landing/lenses/004080.json index 68da264ecbb2d359cdf2fe3684268ab2cac702fc..53745b6bfe2e6647d6a7171e74f1c13dcf577d51 100644 --- a/landing/lenses/004080.json +++ b/landing/lenses/004080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004090.json b/landing/lenses/004090.json index 7ccc9f7e7ef68dfeae91df75cb53719fc23d72aa..0a780e34dfdc31071ca2fe7e68a618bf12f31e9e 100644 --- a/landing/lenses/004090.json +++ b/landing/lenses/004090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004100.json b/landing/lenses/004100.json index b0699c092278fe97ef04e80dcd4dda4d55e6beb4..67bfccbef9c7fbb550673ecab8f22d24ac7e09d5 100644 --- a/landing/lenses/004100.json +++ b/landing/lenses/004100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004140.json b/landing/lenses/004140.json index 2424215acb290a16fd6b36bec76db9720819752f..9f398fc85dc4ea10c9d7479dea2b28380e116959 100644 --- a/landing/lenses/004140.json +++ b/landing/lenses/004140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 16.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 18.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004150.json b/landing/lenses/004150.json index e6f6f72f4b60a10e0dfb869c3a6abc6bd15af14f..f467259351ab06f1f26ef77255f1b8edabe7a30d 100644 --- a/landing/lenses/004150.json +++ b/landing/lenses/004150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004170.json b/landing/lenses/004170.json index 8763a45280b2c60728559cacc66796cf92e06b75..752c595934434b4817f7e88d629a8866dd60890a 100644 --- a/landing/lenses/004170.json +++ b/landing/lenses/004170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041B0.json b/landing/lenses/0041B0.json index e0f019b25d982c2380094d33f0c6c7937e6d3a7b..f16ae73ac7c34771e1a7a4cc43bea91c6048b87b 100644 --- a/landing/lenses/0041B0.json +++ b/landing/lenses/0041B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041J0.json b/landing/lenses/0041J0.json index 13476ee054e1bb73a16655109d7f325c10169c08..26b3fc2c65269d81a0f4161280d82998ebfc6e18 100644 --- a/landing/lenses/0041J0.json +++ b/landing/lenses/0041J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,20 +249,10 @@ }, "confidence": { "level": "blocked", - "score": 30.0, + "score": 20.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -282,13 +272,6 @@ "sourceRef": "dartlab://credit/0041J0/axes/자본구조", "status": "derived", "detail": "위험점수 0.72, 가중치 20%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/0041J0/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -317,6 +300,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -361,11 +350,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 1, "totalAxes": 7, - "validWeight": 30.0, + "validWeight": 20.0, "totalWeight": 100.0, - "weightCoverage": 30.0 + "weightCoverage": 20.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +546,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -996,6 +985,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/0041L0.json b/landing/lenses/0041L0.json index 1adf9a48475542f84372dc9757acaa1821320309..a57060574cafdf662665465f369ba4f054bfe77c 100644 --- a/landing/lenses/0041L0.json +++ b/landing/lenses/0041L0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004250.json b/landing/lenses/004250.json index d3a82e131f4f0540096c8dcd75e887793d8e8945..68c0e23f1c86f6038a62bb7e9227b81d99667b6f 100644 --- a/landing/lenses/004250.json +++ b/landing/lenses/004250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004270.json b/landing/lenses/004270.json index 58ea67d96c21df3966e5bd108642467dbf624191..2fe96c5a5060e523c614416568015221acfb18c9 100644 --- a/landing/lenses/004270.json +++ b/landing/lenses/004270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004360.json b/landing/lenses/004360.json index 7a9ad447d528186182c2f95fe3f8196cd7de54a8..baaf7df424e067af8cd271dd858aaaa196c3e0c5 100644 --- a/landing/lenses/004360.json +++ b/landing/lenses/004360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004370.json b/landing/lenses/004370.json index 5b9306a1a751f531218dabaa9d33ddea685794a4..930a7af53ffcf5fa7e0c16bbf4c6d950fb421cfc 100644 --- a/landing/lenses/004370.json +++ b/landing/lenses/004370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004380.json b/landing/lenses/004380.json index 81630f96837b90f44173530c738beed76687afd1..5348b198a59825f3b70fa14e7b76e2c89d350456 100644 --- a/landing/lenses/004380.json +++ b/landing/lenses/004380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:22cfb38d591c", - "target": "004380", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004410.json b/landing/lenses/004410.json index a1974e9cbb9e2bbc13a0e198aa100d5bd1e027ee..cee5383df66b5f368361e3b9727f8969a41e4d36 100644 --- a/landing/lenses/004410.json +++ b/landing/lenses/004410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 50.04, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 46.42, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 50.04, + "grade": "dCR-BB-", + "score": 46.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 50.86, + "grade": "dCR-BB-", + "score": 47.28, "assumptions": { "scenarioStress": "moderate" } @@ -905,11 +905,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 10.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1084,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1211,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1252,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004430.json b/landing/lenses/004430.json index 93de8d60c9709fa361ecd0664d4bfcefef86927d..ec4687f1ca30675ef84c53c91e57b7369ccf217d 100644 --- a/landing/lenses/004430.json +++ b/landing/lenses/004430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004440.json b/landing/lenses/004440.json index 6f3019c3733cf6c462acbcb0922d05e9f3e39997..25442bb7e3502d8ee880380562e2ce839dfd0483 100644 --- a/landing/lenses/004440.json +++ b/landing/lenses/004440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -656,18 +656,18 @@ "value": 18.1, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 3.62, + "weight": 15, + "contribution": 2.72, "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 47.38, + "value": 36.43, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 11.85, + "weight": 30, + "contribution": 10.93, "sourceRef": "axes.채무상환능력" }, { @@ -688,14 +688,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/004440/axes/채무상환능력", "status": "derived", - "detail": "위험점수 47.38, 가중치 25%" + "detail": "위험점수 36.43, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/004440/axes/자본구조", "status": "derived", - "detail": "위험점수 18.10, 가중치 20%" + "detail": "위험점수 18.10, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,10 +1045,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004450.json b/landing/lenses/004450.json index 43695f67809aa4130cdf766596179cb45a2bf24b..bc0e4b2c1c0296e57cf2ad49b90a3c01447e40b8 100644 --- a/landing/lenses/004450.json +++ b/landing/lenses/004450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004490.json b/landing/lenses/004490.json index 6b31579e03b5e3a655db6693b17c2b0a81a90e04..8a131494ee29d04fa5dc36c32f979c3c84eda3dd 100644 --- a/landing/lenses/004490.json +++ b/landing/lenses/004490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0044K0.json b/landing/lenses/0044K0.json index 0857854d486960a63ac0fa33ac70e2b832ec83f8..69e3972396a90bdd4e019b13d5b30741d665e19c 100644 --- a/landing/lenses/0044K0.json +++ b/landing/lenses/0044K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004540.json b/landing/lenses/004540.json index 56c252e194dce04173f6e0452cbe1dd544812d8a..e78d5e1963d45b53e7689da9547cc740ad5fd3ab 100644 --- a/landing/lenses/004540.json +++ b/landing/lenses/004540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 25.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 26.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004560.json b/landing/lenses/004560.json index 2887b6936050b40cbf4f7ef8e6ba24d9682bd721..7df27587dd7c8b7d1b990f8d980fcfde859695b8 100644 --- a/landing/lenses/004560.json +++ b/landing/lenses/004560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fb5fc1bfa0d2", - "target": "004560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.368 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004590.json b/landing/lenses/004590.json index 0d8fbe582ac782b699d2669b75a9f82d5e895b79..f1c976192a97ad431e789f7b4362ba23ca54e882 100644 --- a/landing/lenses/004590.json +++ b/landing/lenses/004590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004650.json b/landing/lenses/004650.json index 6ac8b6d46069d9ca287ef4e629aefa1240f2c783..2b3da2b2ffe5abc30c69a1c4788c0b1f32044593 100644 --- a/landing/lenses/004650.json +++ b/landing/lenses/004650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004690.json b/landing/lenses/004690.json index 6173153b3f8c27a508372ba71f1a44e683fce741..6a37856a48d884dae30621a59a604409ad25b4aa 100644 --- a/landing/lenses/004690.json +++ b/landing/lenses/004690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004700.json b/landing/lenses/004700.json index f440011f6d8e080af247b0ab832952d29b3b478e..d88acc1f23b6cbc0fb1ee52ba672fcf347b581fd 100644 --- a/landing/lenses/004700.json +++ b/landing/lenses/004700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.17, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.17, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.17, + "score": 4.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.44, + "score": 4.44, "assumptions": { "scenarioStress": "moderate" } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004710.json b/landing/lenses/004710.json index c0f5ad019ea998a6d2759b6387991f5f21f1edd8..be634a6ad5f85493c7f7810bb8779d83ae0969cb 100644 --- a/landing/lenses/004710.json +++ b/landing/lenses/004710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 32.14, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.90, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,23 +650,23 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 25.0, + "id": "axis.자본구조", + "label": "자본구조", + "value": 18.65, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 3.75, - "sourceRef": "axes.현금흐름" + "weight": 20, + "contribution": 3.73, + "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 51.48, + "value": 38.54, "unit": "riskScore", "direction": "negative", "weight": 25, - "contribution": 12.87, + "contribution": 9.63, "sourceRef": "axes.채무상환능력" }, { @@ -683,12 +683,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/004710/axes/채무상환능력", "status": "derived", - "detail": "위험점수 51.48, 가중치 25%" + "detail": "위험점수 38.54, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/004710/axes/자본구조", "status": "derived", - "detail": "위험점수 26.63, 가중치 20%" + "detail": "위험점수 18.65, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 32.14, + "grade": "dCR-BBB", + "score": 26.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 33.45, + "grade": "dCR-BBB-", + "score": 28.29, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -851,51 +856,51 @@ "gradeHistory": [ { "period": "2026", - "score": 17.97, - "grade": "A-", - "pdEstimate": 0.08 + "score": 21.77, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2025", - "score": 41.44, - "grade": "BB", - "pdEstimate": 1.5 + "score": 32.33, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2024", - "score": 30.08, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 24.44, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2023", - "score": 24.97, + "score": 23.69, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2022", - "score": 32.33, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 29.57, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2021", - "score": 63.09, + "score": 64.58, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2020", - "score": 28.84, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 25.11, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2019", - "score": 32.45, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 28.98, + "grade": "BBB-", + "pdEstimate": 0.4 } ], "coverage": { @@ -906,10 +911,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 51점으로 등급 하방 압력", + "채무상환능력 축이 39점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004720.json b/landing/lenses/004720.json index e408eb6c89a4a5a4e180c56fff69c5d2968d291d..89de898603a708e56758a2cf65a4ad54ed9737c5 100644 --- a/landing/lenses/004720.json +++ b/landing/lenses/004720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004770.json b/landing/lenses/004770.json index 60b083256f3d7565fd13203b18aad5f7af60e487..32532a9c9cf42cf9c4eb3f26d425c4a970baecc5 100644 --- a/landing/lenses/004770.json +++ b/landing/lenses/004770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004780.json b/landing/lenses/004780.json index ac1fff5eec57978492e727def35e07644c7bc2a3..e9ed29a3f9629e865a786252a14b26901898af79 100644 --- a/landing/lenses/004780.json +++ b/landing/lenses/004780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004800.json b/landing/lenses/004800.json index 9d38b647ec953d17146e26ca4d3850c346e0382c..f5458f3622584d430b4574abcd62eeea5961d5f1 100644 --- a/landing/lenses/004800.json +++ b/landing/lenses/004800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.015, + "score": -0.02, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004830.json b/landing/lenses/004830.json index d59ab61f80d65dd8c68c3329254a8a94d65572c3..733370082547405adda83b78bac002b491c03784 100644 --- a/landing/lenses/004830.json +++ b/landing/lenses/004830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004840.json b/landing/lenses/004840.json index 5b2e0ef0e88b37742322363a8719a2a7f7d4e4c5..94073915583f26ff8dbbce96b76ba081bb74b391 100644 --- a/landing/lenses/004840.json +++ b/landing/lenses/004840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,13 +1216,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004870.json b/landing/lenses/004870.json index 2dfc8143715e346d246660c6862757ca73e90e1d..d53b207b959392207c2a9cde68a0602260d7138b 100644 --- a/landing/lenses/004870.json +++ b/landing/lenses/004870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.71%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004890.json b/landing/lenses/004890.json index 174dc63b19f993a6ad960d5979eaf6ffcbbfe2e8..3b7e0e66569175a20aa2a7d34467331c647d13c4 100644 --- a/landing/lenses/004890.json +++ b/landing/lenses/004890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004910.json b/landing/lenses/004910.json index ec4ad292d6e92b75dcfe2489d3e968d79f9cb4cc..bdac9102bb7927f7df60dd896d5f0460d6402dd1 100644 --- a/landing/lenses/004910.json +++ b/landing/lenses/004910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/004920.json b/landing/lenses/004920.json index b7afa39f08264bb4b5769c0b86bcdfbb2df1308f..f07842f88b6e50b4e46bab7ffb7359b5035f0b83 100644 --- a/landing/lenses/004920.json +++ b/landing/lenses/004920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1566,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1588,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,8 +1606,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/004940.json b/landing/lenses/004940.json index 1b72bb884d8ad47f882547170fd24ad00fd22a0c..094ceb6a9dcca51ff117912c73aedfd7bd280855 100644 --- a/landing/lenses/004940.json +++ b/landing/lenses/004940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004960.json b/landing/lenses/004960.json index 45d2ee30d9d510bae0a8ffb4e98aac32272e5b29..2d80b869a1d03e4f9263e9403748bc512804aabc 100644 --- a/landing/lenses/004960.json +++ b/landing/lenses/004960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004970.json b/landing/lenses/004970.json index 31163014f8d743bfb7b30ebae4e4cebaefc31a05..5e14f23186c94d6a5cf9300d7130ae295e15a646 100644 --- a/landing/lenses/004970.json +++ b/landing/lenses/004970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1597,88 +1597,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:16c1f02a0bf6", - "target": "004970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004980.json b/landing/lenses/004980.json index 3bb4d090bfcfe6026cb230f9b6d0a3ea2ec50e6c..297ad7c73fe9357bfe3344ee70bdd115d23ecde5 100644 --- a/landing/lenses/004980.json +++ b/landing/lenses/004980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,16 +658,6 @@ "contribution": 1.5, "sourceRef": "axes.현금흐름" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 52.42, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 13.11, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.유동성", "label": "유동성", @@ -677,6 +667,16 @@ "weight": 15, "contribution": 7.57, "sourceRef": "axes.유동성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 43.86, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.58, + "sourceRef": "axes.자본구조" } ], "claims": [ @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/004980/axes/채무상환능력", "status": "derived", - "detail": "위험점수 52.42, 가중치 25%" + "detail": "위험점수 39.45, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/004980/axes/자본구조", "status": "derived", - "detail": "위험점수 43.86, 가중치 20%" + "detail": "위험점수 43.86, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.79, + "score": 38.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.82, + "score": 39.77, "assumptions": { "scenarioStress": "moderate" } @@ -836,8 +836,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -908,7 +908,7 @@ "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 52점으로 등급 하방 압력", + "유동성 축이 50점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004990.json b/landing/lenses/004990.json index 0eb4baf8a777b36ea714d442219e7a446bd6e86a..ad1520a438932e929073d040f508bafba19abad9 100644 --- a/landing/lenses/004990.json +++ b/landing/lenses/004990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,10 +979,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005010.json b/landing/lenses/005010.json index c3be152fefa724b36bd1df3ab8f7cc0eb0d27380..20cff635280ccd01700bf5fa8dc02810dc2a98fe 100644 --- a/landing/lenses/005010.json +++ b/landing/lenses/005010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005030.json b/landing/lenses/005030.json index f7a5d1438858bf1bccee45bdb63390dfdf16c255..15d2b91b27471e65fd57bd64dbe14d28062f1b7e 100644 --- a/landing/lenses/005030.json +++ b/landing/lenses/005030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,10 +1180,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1198,10 +1198,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005070.json b/landing/lenses/005070.json index 67a1a2dec8cd1db9970cfb685cd11e8bfd1db919..380c4cf0cbc0e7ee1a558d0f88ddb5388a02f20b 100644 --- a/landing/lenses/005070.json +++ b/landing/lenses/005070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005090.json b/landing/lenses/005090.json index 087478052d2a4d339f266b87c078b0c4d0f9eb52..9b6a7388efa004fc92128b2c407b53e708bf41dc 100644 --- a/landing/lenses/005090.json +++ b/landing/lenses/005090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1519,7 +1519,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1541,7 +1541,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1559,8 +1559,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005110.json b/landing/lenses/005110.json index 5610725f8901c30620c9b83d278ae947f4160950..5e5a87a943b1f3eabe688fc41be70b2a33f43517 100644 --- a/landing/lenses/005110.json +++ b/landing/lenses/005110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005160.json b/landing/lenses/005160.json index 010859e36a65a1a09f3be27685ac4bcb7f9c2717..4f9e78ca332293d4e186fe4b0fd496f3e92980d0 100644 --- a/landing/lenses/005160.json +++ b/landing/lenses/005160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 7.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 7.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005180.json b/landing/lenses/005180.json index 4c6bb9f824cea59bfcdd030422fe305205bbda71..74b524dc84638c728afc22bd7d830ae85fa21f21 100644 --- a/landing/lenses/005180.json +++ b/landing/lenses/005180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005250.json b/landing/lenses/005250.json index 3dea3b28c25ce5c804d68bf93d45f65a8be73468..adc4a676ffdf21687616de8f62aec39944912d33 100644 --- a/landing/lenses/005250.json +++ b/landing/lenses/005250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 36.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 40.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 36.44, + "grade": "dCR-BB+", + "score": 40.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 37.02, + "score": 41.2, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -922,6 +917,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1065,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1091,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1124,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005270.json b/landing/lenses/005270.json index d89f2c8c71025b8bf3184812b3fe84a8453c5f3e..9281228e8662428f2a15d99da8a65457b1b8be6b 100644 --- a/landing/lenses/005270.json +++ b/landing/lenses/005270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005280.json b/landing/lenses/005280.json index adfdd9c9d5ce08b0ca631031971b357990ba5680..7d6ee98aa5a12d1b1ac6efbe490c3d045de8eaba 100644 --- a/landing/lenses/005280.json +++ b/landing/lenses/005280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005290.json b/landing/lenses/005290.json index 347cd0c798bb3fbb7c8e57d4602f21b9239082e0..e771999f879d7470ed118a0ecdbc92144bf6a08c 100644 --- a/landing/lenses/005290.json +++ b/landing/lenses/005290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.07, + "score": -0.075, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005300.json b/landing/lenses/005300.json index 349917996aa0b8646840932e0b6a1a211318ce9b..60d62be586af49a7180a0a8c37a4c35decca5c9d 100644 --- a/landing/lenses/005300.json +++ b/landing/lenses/005300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 26.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 28.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 26.63, + "grade": "dCR-BBB+", + "score": 28.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 27.4, + "score": 29.65, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -920,6 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1261,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005320.json b/landing/lenses/005320.json index de1b15b65631b90404088572544a551c64285d5c..916a4698919c94ef3e3c9a5ab976a493a7c14894 100644 --- a/landing/lenses/005320.json +++ b/landing/lenses/005320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005360.json b/landing/lenses/005360.json index cf85a93080afce8cf8d408792bee42875c426cbb..02dac7fa70b753ae4f2b6553df09568dcb13bc74 100644 --- a/landing/lenses/005360.json +++ b/landing/lenses/005360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 88점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 15.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 21.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005380.json b/landing/lenses/005380.json index c279d9a818baab7f53a6b6b3d5d570dc061414b9..c30d62eba86f9978a6793c4a14e57a164c1b326a 100644 --- a/landing/lenses/005380.json +++ b/landing/lenses/005380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "reasons": [ "대형기업 (매출 186조)", "캡티브금융 별도 D/EBITDA 0.7x (양호)", - "시가총액 136조 (시장 지위)" + "시가총액 125조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005390.json b/landing/lenses/005390.json index 0a126da8c9f249472040f4da83b62c69f0d89744..af99e970d194365f1c789153583165154b84128a 100644 --- a/landing/lenses/005390.json +++ b/landing/lenses/005390.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-29", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-29", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-29", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/005420.json b/landing/lenses/005420.json index 5641f467111640977a55d5ced6a99ae9f74115a8..5812103ca6ed30c8d586a8fee5d495fed1b4e179 100644 --- a/landing/lenses/005420.json +++ b/landing/lenses/005420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005430.json b/landing/lenses/005430.json index cac6bf1e536898957862ef9542aa34ffb0888812..3aaebef980e29401cdc4de1ee58a01eb5857bccd 100644 --- a/landing/lenses/005430.json +++ b/landing/lenses/005430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fabbf1a866ee", + "target": "005430", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.801 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005440.json b/landing/lenses/005440.json index d860979ac7739b33182e60b0d7b9a3df19424042..f7ae8789374791c54971064662c330a5b61bb145 100644 --- a/landing/lenses/005440.json +++ b/landing/lenses/005440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.07, + "score": -0.075, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005450.json b/landing/lenses/005450.json index 082c5d917a7e97ddb2c8eaf64826478c99994d8e..9b1d2706a46054d6058ad4678055ca20c066de7d 100644 --- a/landing/lenses/005450.json +++ b/landing/lenses/005450.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/005490.json b/landing/lenses/005490.json index 4393a729354cd6345135cc2baaeaa20da6dc13f4..df63e8c9e9bb693f1b135980ef9f2a73f21fc4ff 100644 --- a/landing/lenses/005490.json +++ b/landing/lenses/005490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0054V0.json b/landing/lenses/0054V0.json index e1bdcf4b47b55836841f43e8d7458a7ead634068..5be11ebdc52277e1128053867009ce245b610f8b 100644 --- a/landing/lenses/0054V0.json +++ b/landing/lenses/0054V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005500.json b/landing/lenses/005500.json index 0e5c1e91d11c0275e348c086eb8497aa2cfdde20..a4296d44bec996717c331c3db36b6e7b91ca650e 100644 --- a/landing/lenses/005500.json +++ b/landing/lenses/005500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 건강관리 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005610.json b/landing/lenses/005610.json index 9b2adbc5a699a58155f03c5ce6f47130e6cf1b45..4973bacdbc63c535f0ca4fb2314745b0866a6308 100644 --- a/landing/lenses/005610.json +++ b/landing/lenses/005610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005670.json b/landing/lenses/005670.json index cfe395030e975488d59d325651224abe1825f8b5..6c301bfab347b6b13c5c2e767f981d1905d1cf88 100644 --- a/landing/lenses/005670.json +++ b/landing/lenses/005670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1550,12 +1550,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d63a1f2ceb78", + "target": "005670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005680.json b/landing/lenses/005680.json index 9d1dbfee68aba2dc8b43d5cd3b50ba627e5e03cb..b1504a023fd85104defa5b2551af74b8dcc6a2c1 100644 --- a/landing/lenses/005680.json +++ b/landing/lenses/005680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 1.51, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 2.51, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 1.51, + "score": 2.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 1.51, + "score": 2.51, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005690.json b/landing/lenses/005690.json index 60d0f5444864e06fe0f0c118269127b7761a4c14..1338f0248791aeb0e75240403e43086ec76314cc 100644 --- a/landing/lenses/005690.json +++ b/landing/lenses/005690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005710.json b/landing/lenses/005710.json index 2ab97c4846b0e6261011c23490eefc6a54204bf6..f9267d13ef9f68ae3655885d20a389164ebdc4fa 100644 --- a/landing/lenses/005710.json +++ b/landing/lenses/005710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005720.json b/landing/lenses/005720.json index d9c1fc6694631cc735a8328411bb4697689d75ff..c9a2964f51e521e630881dada199f719b993169c 100644 --- a/landing/lenses/005720.json +++ b/landing/lenses/005720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005740.json b/landing/lenses/005740.json index dfc4bafda48fc1de54c385b06bcc832e6174d4fa..a58e1e3f2367ff324edc23182a4f781e604de9a6 100644 --- a/landing/lenses/005740.json +++ b/landing/lenses/005740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005750.json b/landing/lenses/005750.json index 15f03eca4d55689cce14a65c5bd9362b07fa5c8e..745adcf925a62a2e76a8ab29403bde4438fb0c8e 100644 --- a/landing/lenses/005750.json +++ b/landing/lenses/005750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005800.json b/landing/lenses/005800.json index d02b45491fc856479b7c71b714dda2bbb4f57a11..2f5f71c95d38d40301a944bda4ede54956ffbf13 100644 --- a/landing/lenses/005800.json +++ b/landing/lenses/005800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005810.json b/landing/lenses/005810.json index 52f6cedfcc470a511ff935c8ec7017bff57ef7fd..98b4609decda31cbd3cbadd4deaf36898e1f6cb8 100644 --- a/landing/lenses/005810.json +++ b/landing/lenses/005810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -73,7 +73,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 15.44, + "value": 8316.95, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 15.44, + "value": 8316.95, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 15.44, + "currentValue": 8316.95, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -543,7 +543,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 15.44, + "value": 8316.95, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -619,216 +619,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 17.91, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 1.91, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.48, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 66.22, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 9.93, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 36.93, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.54, - "sourceRef": "axes.유동성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/005810/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/005810/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 (지주사조정) 업종 기준 양호한 수준이다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/005810/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/005810/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/005810/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 10.58, 가중치 15%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/005810/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.91, 가중치 25%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/005810/axes/유동성", - "status": "derived", - "detail": "위험점수 36.93, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/005810/axes/현금흐름", - "status": "derived", - "detail": "위험점수 66.22, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/005810/axes/사업안정성", - "status": "derived", - "detail": "위험점수 29.49, 가중치 15%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/005810/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 17.91, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 18.22, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -836,91 +696,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 5.37, - "grade": "AA", - "pdEstimate": 0.02 + "score": 9.77, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2025", - "score": 22.54, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 11.38, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2024", - "score": 6.47, + "score": 7.99, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2023", - "score": 3.91, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 7.37, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2022", - "score": 15.53, - "grade": "A", - "pdEstimate": 0.06 + "score": 4.69, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2021", - "score": 18.72, - "grade": "A-", - "pdEstimate": 0.08 + "score": 3.64, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2020", - "score": 44.34, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 21.1, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2019", - "score": 24.31, + "score": 22.88, "grade": "BBB", "pdEstimate": 0.25 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-5", - "pdEstimate": 0.04, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "지주사 별도 부채비율 17% (양호)" - ] - }, - "divergenceExplanation": [ - "현금흐름 축이 66점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 + }, + "eCR": null, + "pdEstimate": null, + "notchAdjustment": null, + "divergenceExplanation": [] } }, "industry": { @@ -933,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1425,7 +1269,8 @@ }, "statusCounts": { "partial": 3, - "usable": 2 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -1436,10 +1281,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { @@ -1517,7 +1397,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1539,7 +1419,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1557,15 +1437,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/005820.json b/landing/lenses/005820.json index 80bc1ba4488a9da91c7b0b902d3b1db036add5b0..05ba221dcaa33ca5fc5d5376682361b808ed004d 100644 --- a/landing/lenses/005820.json +++ b/landing/lenses/005820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005830.json b/landing/lenses/005830.json index 8e7a58fb6bb296b16c1270a63f23d5505ee01c87..9e2ac031fcbd4df36546b41a813b7dce5a0d7f92 100644 --- a/landing/lenses/005830.json +++ b/landing/lenses/005830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005850.json b/landing/lenses/005850.json index ce2a537a2f7aff2c74db589a0ad723e572b4467c..315ad9bba263b56a2e9efd8ef8009fe903686772 100644 --- a/landing/lenses/005850.json +++ b/landing/lenses/005850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1046,15 +1046,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1448,12 +1448,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f1e433efc0fe", + "target": "005850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.738 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005860.json b/landing/lenses/005860.json index a30da76510b7e0ec8ead8b61d64e8d17a97c68cd..203c9384db331c3ee26d9fb4ee32ccc72d245d5b 100644 --- a/landing/lenses/005860.json +++ b/landing/lenses/005860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1553,12 +1553,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fb8e8602acf0", + "target": "005860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.338 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005870.json b/landing/lenses/005870.json index a469d1492996deb601a03b5252333cfc4884d01c..8ef8de86a0fae22b4f4b97f1227023136cd75974 100644 --- a/landing/lenses/005870.json +++ b/landing/lenses/005870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005880.json b/landing/lenses/005880.json index 4a6c628db2f5dee264548bdaf60f3ed77ea20237..0f5c053d440d87a5869a19365103d65b2fdbfd74 100644 --- a/landing/lenses/005880.json +++ b/landing/lenses/005880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005930.json b/landing/lenses/005930.json index 6d1f588be000cea79d36874ce2548d28a724fd75..94c20d9b31a8709e659ccc9a06fa9ca1273d31ef 100644 --- a/landing/lenses/005930.json +++ b/landing/lenses/005930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005940.json b/landing/lenses/005940.json index cbef3925a4c39f27ae610065c8062835b5b6a06f..6645ebca14ca3dd8d3992ccd0653eab0ebfcf2e1 100644 --- a/landing/lenses/005940.json +++ b/landing/lenses/005940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,12 +1138,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a778be01ce3c", + "target": "005940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005950.json b/landing/lenses/005950.json index 81451217bd62186abb4217f7c5784f89cb4092a3..21a9952b2c91b8771c7d8ac002b6714129e15197 100644 --- a/landing/lenses/005950.json +++ b/landing/lenses/005950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,15 +1083,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.0, + "score": -0.0, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005960.json b/landing/lenses/005960.json index 4fcf43586bc4482d03d41dc55d090339bf756367..93335554246fd6ed342bacab72f9d2840476b9e0 100644 --- a/landing/lenses/005960.json +++ b/landing/lenses/005960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005990.json b/landing/lenses/005990.json index 34fecae5c59890b6972454fc1e0f40703e7c450c..a7f56afc63353126412a3e3fbb97a1bc326295d9 100644 --- a/landing/lenses/005990.json +++ b/landing/lenses/005990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006040.json b/landing/lenses/006040.json index c477bd54975f5eb58a240976ab49967e313c9fff..0afaca811ed8bd8db6e5100ccf91b423bdc9431a 100644 --- a/landing/lenses/006040.json +++ b/landing/lenses/006040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006050.json b/landing/lenses/006050.json index efc877cdbcbe786c2929ee28f3de24d3c21e242e..9eb4959192dffcd27c1652104479d48d86813893 100644 --- a/landing/lenses/006050.json +++ b/landing/lenses/006050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,25 +622,35 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 14.16, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 13.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { - "level": "medium", - "score": 85.0, + "level": "high", + "score": 95.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -651,16 +661,6 @@ "contribution": 0.2, "sourceRef": "axes.자본구조" }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 1.62, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.24, - "sourceRef": "axes.유동성" - }, { "id": "axis.사업안정성", "label": "사업안정성", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,16 +795,17 @@ "sourceRef": "dartlab://credit/006050/axes/사업안정성", "status": "derived", "detail": "위험점수 23.91, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/006050/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], "gaps": [ - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -817,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 14.16, + "score": 13.59, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 15.08, + "score": 14.41, "assumptions": { "scenarioStress": "moderate" } @@ -900,17 +901,17 @@ } ], "coverage": { - "validAxes": 5, + "validAxes": 6, "totalAxes": 7, - "validWeight": 85.0, + "validWeight": 95.0, "totalWeight": 100.0, - "weightCoverage": 85.0 + "weightCoverage": 95.0 }, "eCR": "eCR-4", "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1084,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": null, "status": "derived", @@ -1104,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": null, "status": "observed", @@ -1192,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1347,13 +1348,6 @@ "sourceRef": "representative.blocks.quality.earningsQualityFlags", "engine": "analysis" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/006060.json b/landing/lenses/006060.json index b3620e39218506eadeea19c5d2b9bdf57bda39eb..72be2585669671f714d6fb4568167cf15521e3c8 100644 --- a/landing/lenses/006060.json +++ b/landing/lenses/006060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006090.json b/landing/lenses/006090.json index a8a757c32fe9af9075a139a04dcad831a9b1f02a..db09b9e71fcc38c182faf66d4e35cd36eeabeace 100644 --- a/landing/lenses/006090.json +++ b/landing/lenses/006090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,25 +620,35 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 39.71, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 37.42, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { - "level": "medium", - "score": 85.0, + "level": "high", + "score": 95.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.사업안정성", "label": "사업안정성", @@ -649,16 +659,6 @@ "contribution": 1.68, "sourceRef": "axes.사업안정성" }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 25.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 3.75, - "sourceRef": "axes.현금흐름" - }, { "id": "axis.채무상환능력", "label": "채무상환능력", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,16 +793,17 @@ "sourceRef": "dartlab://credit/006090/axes/사업안정성", "status": "derived", "detail": "위험점수 16.80, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/006090/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], "gaps": [ - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -815,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 39.71, + "score": 37.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.76, + "score": 38.34, "assumptions": { "scenarioStress": "moderate" } @@ -898,11 +899,11 @@ } ], "coverage": { - "validAxes": 5, + "validAxes": 6, "totalAxes": 7, - "validWeight": 85.0, + "validWeight": 95.0, "totalWeight": 100.0, - "weightCoverage": 85.0 + "weightCoverage": 95.0 }, "eCR": "eCR-4", "pdEstimate": 1.5, @@ -923,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1069,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1082,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1122,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1209,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,13 +1346,6 @@ "sourceRef": "representative.blocks.quality.earningsQualityFlags", "engine": "analysis" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/006110.json b/landing/lenses/006110.json index f967708c5e67bc83da4248949411a3daae91a1ab..2269499d21d4507ea05587b97c98bb05d653c5c2 100644 --- a/landing/lenses/006110.json +++ b/landing/lenses/006110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -934,7 +934,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,10 +1127,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1445,7 +1445,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1467,7 +1467,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1485,15 +1485,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/006120.json b/landing/lenses/006120.json index a3fa6f3cdeb7b3934d2a57d23c5ddc6055bbdc0b..34ee365b8bb39d6842fbebf567fdf81d8d49f82f 100644 --- a/landing/lenses/006120.json +++ b/landing/lenses/006120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006140.json b/landing/lenses/006140.json index ef854239946e9b84110654cedb10b486c9e91813..5ccda96218e00c069437cac02eb9696745ed299b 100644 --- a/landing/lenses/006140.json +++ b/landing/lenses/006140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,35 +619,25 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.89, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.16, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "medium", + "score": 85.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.채무상환능력", "label": "채무상환능력", @@ -658,6 +648,16 @@ "contribution": 0.3, "sourceRef": "axes.채무상환능력" }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 2.39, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.36, + "sourceRef": "axes.유동성" + }, { "id": "axis.사업안정성", "label": "사업안정성", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -792,17 +792,16 @@ "sourceRef": "dartlab://credit/006140/axes/사업안정성", "status": "derived", "detail": "위험점수 17.99, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/006140/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], "gaps": [ + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -814,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.89, + "grade": "dCR-AA", + "score": 5.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 5.55, + "score": 5.9, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -903,14 +897,14 @@ } ], "coverage": { - "validAxes": 6, + "validAxes": 5, "totalAxes": 7, - "validWeight": 95.0, + "validWeight": 85.0, "totalWeight": 100.0, - "weightCoverage": 95.0 + "weightCoverage": 85.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1073,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1213,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1349,6 +1343,13 @@ "sourceRef": "representative.blocks.quality.earningsQualityFlags", "engine": "analysis" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/006200.json b/landing/lenses/006200.json index 261c948a15bf1e8f0d88dc6273b1d8d2a3d7b6ca..4fe23fe0b3d3044fd173874ecbed5ba78132220c 100644 --- a/landing/lenses/006200.json +++ b/landing/lenses/006200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006220.json b/landing/lenses/006220.json index d3d6d46379100a8a22a486e03e9d843af4410242..3ee15addbce22305c11907a7afeea5d6ed5bcd2e 100644 --- a/landing/lenses/006220.json +++ b/landing/lenses/006220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,8 +628,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -641,8 +641,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -660,10 +660,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -673,7 +673,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -690,7 +690,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006260.json b/landing/lenses/006260.json index 5a8320d6cb7d7c0d920f9e22ab33154b946491c2..a936586a104d653d5e6611f1b517789c6d36f839 100644 --- a/landing/lenses/006260.json +++ b/landing/lenses/006260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ "중대형기업 (매출 32조)", "캡티브금융 별도 D/EBITDA 2.0x (양호)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 14조" + "시가총액 13조" ], "monotonicGate": "A+" }, @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,19 +1072,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1105,8 +1105,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,17 +1151,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1196,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,7 +1230,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1239,7 +1239,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1252,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1271,10 +1271,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,12 +1474,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:09ad69b41ead", + "target": "006260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.527 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006280.json b/landing/lenses/006280.json index d896b213cc711240ee2f322ec07d5ed8ae258c53..d6aa0208369f55ce0df8619bfada1cf341e9184b 100644 --- a/landing/lenses/006280.json +++ b/landing/lenses/006280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006340.json b/landing/lenses/006340.json index 40c4a37daf1000de17e807dc858d496b85b08714..d879f3b0e0c5fdfc62230abb4878aa53e9ff7e79 100644 --- a/landing/lenses/006340.json +++ b/landing/lenses/006340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006350.json b/landing/lenses/006350.json index 55dcd9c083ec0ea55e76b41c2bd7a8c3fa27f0cb..e84b6a68c9295fd90fb5e1dace83d793bb6acab9 100644 --- a/landing/lenses/006350.json +++ b/landing/lenses/006350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006360.json b/landing/lenses/006360.json index f73613c60f40cdc478e6a94698eac4e34c80d2fc..c705beb2c3657cfc21db56137fbab9b66ab02b36 100644 --- a/landing/lenses/006360.json +++ b/landing/lenses/006360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006370.json b/landing/lenses/006370.json index a5ae10bca9f3953d0589ecc3bbdebfa0fbd19ca8..07d07d79ac1b6c04af89668df04ee04892dae2b3 100644 --- a/landing/lenses/006370.json +++ b/landing/lenses/006370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006380.json b/landing/lenses/006380.json index 6a7597a5d24e84df4f29459571bbc05fb0494361..d09d55012b301a504d378e736d519291af9460d9 100644 --- a/landing/lenses/006380.json +++ b/landing/lenses/006380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -70,10 +70,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -143,7 +143,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -285,7 +285,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -335,7 +335,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -603,13 +603,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,10 +1074,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1092,10 +1092,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006400.json b/landing/lenses/006400.json index d4b5edbe1a3351a2b2feb1a7aa1057a656ff078b..35dde6ea8e935e6578ac49d1b951c7b496d4d8b9 100644 --- a/landing/lenses/006400.json +++ b/landing/lenses/006400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "reasons": [ "중대형기업 (매출 13조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 56조 (시장 지위)" + "시가총액 52조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1670,88 +1670,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:70083eaa8066", - "target": "006400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.706 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006490.json b/landing/lenses/006490.json index 39442d911b77c27c3be629f1ac31e6ec972d7ce4..35033dc1c3af50b023793f96dd7c288f9fe4505f 100644 --- a/landing/lenses/006490.json +++ b/landing/lenses/006490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 545.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 499.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006570.json b/landing/lenses/006570.json index f611a7ed099a2c60d2b9232876d35cf21bf19cdb..4048f91dc3ca962659ce05e8a6c53c0b36c7d0a8 100644 --- a/landing/lenses/006570.json +++ b/landing/lenses/006570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006580.json b/landing/lenses/006580.json index 9e0a8bce7762a27ebce09fe9a9adf13ed1cf0580..81a8b2fa85e29a3ac793d26425187c3f7beb078a 100644 --- a/landing/lenses/006580.json +++ b/landing/lenses/006580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006620.json b/landing/lenses/006620.json index 1a7511ae6fdf98eb67bfb8ae96a71f3cd73e169a..7482a5ed8ec1bfe1683460d09c6b674837446499 100644 --- a/landing/lenses/006620.json +++ b/landing/lenses/006620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.53, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.15, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,15 +805,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.53, + "grade": "dCR-BBB-", + "score": 29.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.19, + "score": 29.93, "assumptions": { "scenarioStress": "moderate" } @@ -829,11 +829,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -901,12 +896,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1081,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006650.json b/landing/lenses/006650.json index faba660edf3d69544289fa55b9dffe1d4a7d3eb6..c67c115d0f3231539e20e5d61dafa793a28409ab 100644 --- a/landing/lenses/006650.json +++ b/landing/lenses/006650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1626,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,15 +1644,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/006660.json b/landing/lenses/006660.json index 897c1068cf5a89917b51428574d0b53f927cf829..289a5cd053188bea34ef2f8ae180b2675d778892 100644 --- a/landing/lenses/006660.json +++ b/landing/lenses/006660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006730.json b/landing/lenses/006730.json index 94bd5cff1667cb2c56261a7513ba1266acd397e3..2987dc2ee3b4d27cb9fe9bc3b99005b65caae11b 100644 --- a/landing/lenses/006730.json +++ b/landing/lenses/006730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 32.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 30.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 32.29, + "grade": "dCR-BBB+", + "score": 30.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 32.79, + "grade": "dCR-BBB+", + "score": 30.54, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -914,7 +914,6 @@ }, "divergenceExplanation": [ "유동성 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006740.json b/landing/lenses/006740.json index cd791640a44456be225130903beb88ce4add7b73..c399053f727b59b0f1cbf6666d92fcc72226414b 100644 --- a/landing/lenses/006740.json +++ b/landing/lenses/006740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 28.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 28.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006800.json b/landing/lenses/006800.json index 6b78f81649db096dbd7bca73ba9df40e63956544..d1c059798bfa530762397a5ea22a8624fed860cf 100644 --- a/landing/lenses/006800.json +++ b/landing/lenses/006800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -785,19 +785,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -818,8 +818,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -864,17 +864,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -943,7 +943,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -952,7 +952,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1007,7 +1007,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1015,7 +1015,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,12 +1253,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:be06e16475c5", + "target": "006800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006840.json b/landing/lenses/006840.json index a007ff42f32d760b818497859da9f18a9826fd0d..95bdd5ba7fbc4bbc7d4c3b4aaeb00c35f2137806 100644 --- a/landing/lenses/006840.json +++ b/landing/lenses/006840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -73,7 +73,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": -4.57, + "value": -811.26, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": -4.57, + "value": -811.26, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": -4.57, + "currentValue": -811.26, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -543,7 +543,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": -4.57, + "value": -811.26, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -618,216 +618,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 62.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 29.45, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 2.95, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 87.54, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 21.89, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 58.9, - "unit": "riskScore", - "direction": "negative", - "weight": 20, - "contribution": 11.78, - "sourceRef": "axes.자본구조" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/006840/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/006840/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/006840/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/006840/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/006840/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 87.54, 가중치 25%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/006840/axes/자본구조", - "status": "derived", - "detail": "위험점수 58.90, 가중치 20%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/006840/axes/유동성", - "status": "derived", - "detail": "위험점수 57.97, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/006840/axes/현금흐름", - "status": "derived", - "detail": "위험점수 40.51, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/006840/axes/사업안정성", - "status": "derived", - "detail": "위험점수 29.45, 가중치 10%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/006840/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 62.6, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 63.5, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -835,91 +695,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 75.29, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 68.54, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2025", - "score": 81.38, - "grade": "CC", - "pdEstimate": 25.0 + "score": 66.97, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2024", - "score": 65.31, + "score": 67.77, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2023", - "score": 33.6, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 64.48, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2022", - "score": 59.58, + "score": 56.86, "grade": "B", "pdEstimate": 7.0 }, { "period": "2021", - "score": 71.95, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 53.21, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2020", - "score": 65.23, - "grade": "B-", - "pdEstimate": 10.0 + "score": 52.31, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2019", - "score": 52.22, - "grade": "B+", - "pdEstimate": 4.0 + "score": 44.14, + "grade": "BB-", + "pdEstimate": 2.5 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 7.0, - "notchAdjustment": { - "totalNotch": 1, - "reasons": [ - "CAPEX집약 OCF양수 (투자 사이클)" - ] - }, - "divergenceExplanation": [ - "채무상환능력 축이 88점으로 등급 하방 압력", - "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "D/EBITDA 14.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 + }, + "eCR": null, + "pdEstimate": null, + "notchAdjustment": null, + "divergenceExplanation": [] } }, "industry": { @@ -932,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1407,7 +1251,8 @@ }, "statusCounts": { "partial": 3, - "usable": 2 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -1418,10 +1263,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { @@ -1499,7 +1379,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1401,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,8 +1419,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006880.json b/landing/lenses/006880.json index f7514126dbee5e59d7e5ae11357896ca28c98a3c..52715b27e6cf3e1b2b238858d74b688215cc5709 100644 --- a/landing/lenses/006880.json +++ b/landing/lenses/006880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1507,12 +1507,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bc72c9ff3e71", + "target": "006880", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006890.json b/landing/lenses/006890.json index 559e3978150ebcec3c115be0e4ca96743bf2bae8..b59d7d9cde0846e5b1c2af0b8467b8e84960c193 100644 --- a/landing/lenses/006890.json +++ b/landing/lenses/006890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 19.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0068Y0.json b/landing/lenses/0068Y0.json index 09d983b12e232283c7e168914060a82434df7dc3..7cc470f0d0f598f2a011b10f2e5577066d7dec4f 100644 --- a/landing/lenses/0068Y0.json +++ b/landing/lenses/0068Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 7.18, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 1.44, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/0068Y0/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/0068Y0/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -989,13 +1005,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/006910.json b/landing/lenses/006910.json index f9c517b4dde2cf8986dff2ddb9d6904fc9616153..8b91c5f3f9d7ce097f878efbc7ebd41e34ddf08e 100644 --- a/landing/lenses/006910.json +++ b/landing/lenses/006910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 2.78, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 2.68, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 2.78, + "score": 2.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 2.79, + "score": 2.7, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006920.json b/landing/lenses/006920.json index f63afb0485bf8293f70af04ff50d0d0c51e80083..1c2e6a04719deacff60fdd35993ae9afc672a5c3 100644 --- a/landing/lenses/006920.json +++ b/landing/lenses/006920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006980.json b/landing/lenses/006980.json index 8683d8e87ddf4010f7e5102d097b68ce75274912..46a7e8cbc55620b24bc720f8defe278a51c8e57d 100644 --- a/landing/lenses/006980.json +++ b/landing/lenses/006980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:eec20f3b0aac", + "target": "006980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007070.json b/landing/lenses/007070.json index b78efb7484d8c367492d403c5bae785a861b6b2d..0a68d5681191a8598c75223e42c3a53b71e83a97 100644 --- a/landing/lenses/007070.json +++ b/landing/lenses/007070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 16.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 16.27, + "score": 18.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 17.29, + "grade": "dCR-A-", + "score": 19.99, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -913,6 +918,7 @@ ] }, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007110.json b/landing/lenses/007110.json index 779fa7e5cc7585263d62ffc7f5b56fe809d45e33..671645327481e76e04416a2f8cff55dada1bf9ac 100644 --- a/landing/lenses/007110.json +++ b/landing/lenses/007110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007120.json b/landing/lenses/007120.json index 7a3418e049d756525a4cda0d73add3fda0459132..19ae9b9c521c6faa7fe62191ff06d568c409d79a 100644 --- a/landing/lenses/007120.json +++ b/landing/lenses/007120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2020", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007160.json b/landing/lenses/007160.json index f723ac423ef66fc8bbe0b187f7e1606c86c2f14f..5f195aeb47e59401aa2f0f746bcd76235c5af1b9 100644 --- a/landing/lenses/007160.json +++ b/landing/lenses/007160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 필수소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1077,15 +1077,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.95, + "score": -0.955, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0071M0.json b/landing/lenses/0071M0.json index eea19f288a024840eab8f7d16ef205c5a0458030..6ef8868a4e2d247d572aa07c12dfcfc17aa10b3c 100644 --- a/landing/lenses/0071M0.json +++ b/landing/lenses/0071M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007210.json b/landing/lenses/007210.json index 14de80a3e1b74076e19db074c012500216a782e7..d30d86d65dc8cebd1112585df9fb9fbf3e015e36 100644 --- a/landing/lenses/007210.json +++ b/landing/lenses/007210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007280.json b/landing/lenses/007280.json index a3e689eae0eeb3b7353534f184d0a18eac1492df..bf6f1e4dad9b1df4d0cc5afc892530057ca07172 100644 --- a/landing/lenses/007280.json +++ b/landing/lenses/007280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0072Z0.json b/landing/lenses/0072Z0.json index c9eefd51575a9d2bb2f4c64b136cbb23524fb4f0..68a5c26b4353c82f4b5e13c3434e1c682d76885d 100644 --- a/landing/lenses/0072Z0.json +++ b/landing/lenses/0072Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,22 +263,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.54, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 0.11, "sourceRef": "axes.자본구조" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/0072Z0/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/0072Z0/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1005,6 +989,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/007310.json b/landing/lenses/007310.json index f8012aa354a4335069228b77426160d8a082be75..9d18db4398e8d1bb47ef1bff64ae095e4940392e 100644 --- a/landing/lenses/007310.json +++ b/landing/lenses/007310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007330.json b/landing/lenses/007330.json index 02d92b04eca006e10ce49ad21e8bce5c170c2f53..4392ced93496d9fe166a27dff01d899e06fe4cbe 100644 --- a/landing/lenses/007330.json +++ b/landing/lenses/007330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007340.json b/landing/lenses/007340.json index 8a294117b70cadec26125fd8e4e85436b72270ff..80855241a9d43007b4b0fc63b5b51c7d7c3b333a 100644 --- a/landing/lenses/007340.json +++ b/landing/lenses/007340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007370.json b/landing/lenses/007370.json index 8f34a1c94c4f9a3303dd4b7df944ebac815ca571..c2aada50f0bf221b5d4128a1196acb65b05de090 100644 --- a/landing/lenses/007370.json +++ b/landing/lenses/007370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007390.json b/landing/lenses/007390.json index 722f391978cbaac9fec20484a0a0992d77c31a48..d78e6f5f8a657ac639a8e35a93a415e9f36403e1 100644 --- a/landing/lenses/007390.json +++ b/landing/lenses/007390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007460.json b/landing/lenses/007460.json index b9946d78be31b822e2df982971b06ea059f15229..07441e5afca7b9b91a186181b5ac4b5f58ef1a54 100644 --- a/landing/lenses/007460.json +++ b/landing/lenses/007460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9996.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9998.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1080,15 +1080,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.345, - "direction": "negative", + "score": -0.085, + "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007530.json b/landing/lenses/007530.json index a9cf5d12b32bbc6582b3ade830dc05aa8a31018e..392ed1d00594aa8069e2d0e4bb8e8f9363ccaabd 100644 --- a/landing/lenses/007530.json +++ b/landing/lenses/007530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007540.json b/landing/lenses/007540.json index 36fcd88f14036083024dcc57d6e1ef5589b1d80c..165965e76b23b7e2401f660243eff898d5482677 100644 --- a/landing/lenses/007540.json +++ b/landing/lenses/007540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007570.json b/landing/lenses/007570.json index 316e6304a2e8dd3e77e8904a5ebf568530334216..3a6d3ec52490576424e03134cda3e9db5be29154 100644 --- a/landing/lenses/007570.json +++ b/landing/lenses/007570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b4bf29b6cb59", - "target": "007570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.635 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007590.json b/landing/lenses/007590.json index b00d2b36c36a950459e9c64de7ef88e60a66ac2c..a3a541b48137537d0999d33acd966b2068f7e125 100644 --- a/landing/lenses/007590.json +++ b/landing/lenses/007590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 14.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -671,11 +671,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 15.15, + "value": 13.74, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 3.79, + "weight": 30, + "contribution": 4.12, "sourceRef": "axes.채무상환능력" } ], @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/007590/axes/채무상환능력", "status": "derived", - "detail": "위험점수 15.15, 가중치 25%" + "detail": "위험점수 13.74, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/007590/axes/자본구조", "status": "derived", - "detail": "위험점수 2.25, 가중치 20%" + "detail": "위험점수 3.34, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 14.58, + "score": 14.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 15.26, + "score": 15.47, "assumptions": { "scenarioStress": "moderate" } @@ -850,51 +850,51 @@ "gradeHistory": [ { "period": "2026", - "score": 2.09, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.06, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 9.9, + "score": 9.43, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2024", - "score": 24.38, + "score": 24.21, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 21.69, + "score": 21.38, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2022", - "score": 18.82, - "grade": "A-", - "pdEstimate": 0.08 + "score": 15.93, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2021", - "score": 2.96, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.23, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2020", - "score": 10.41, - "grade": "A+", - "pdEstimate": 0.04 + "score": 9.86, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2019", - "score": 11.53, - "grade": "A+", - "pdEstimate": 0.04 + "score": 7.87, + "grade": "AA", + "pdEstimate": 0.02 } ], "coverage": { @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007610.json b/landing/lenses/007610.json index d2966230090ebfc632b0529a61c150a4aa68e4a9..e76bbdce863d09d8558ab6aef28da6a795e3a9a7 100644 --- a/landing/lenses/007610.json +++ b/landing/lenses/007610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 49.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 49.84, + "score": 52.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 50.58, + "score": 53.22, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 29.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bf45014f6350", + "target": "007610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.91 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007660.json b/landing/lenses/007660.json index 635e7609fb490de6499bd9cca1d65b5dde82241c..b9bde1351982d2d7f410defc7650de91d23373d9 100644 --- a/landing/lenses/007660.json +++ b/landing/lenses/007660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007680.json b/landing/lenses/007680.json index 6563758d34ee78ca47157d6d99d7a080dbea431a..86b61065e57b88aee1e165f4b4ad83af20a5bac3 100644 --- a/landing/lenses/007680.json +++ b/landing/lenses/007680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,7 +1203,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007690.json b/landing/lenses/007690.json index e6f678a1500a46dd19317790f0a87a3b31ae5e9b..ccef0aa7632591e37e6ec9ff1bb513b4fc80b5a3 100644 --- a/landing/lenses/007690.json +++ b/landing/lenses/007690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007700.json b/landing/lenses/007700.json index 6a408c772ea3a10ddb4b44c56747cfac2a4664ac..08145b53b870faf552b30e5d488e6fe0c2b40c6b 100644 --- a/landing/lenses/007700.json +++ b/landing/lenses/007700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007720.json b/landing/lenses/007720.json index cf866690102fe59f7109fdbc57a97e2f06a1789c..1f43443bff7c0067be2bb80dcf5a017a1f050333 100644 --- a/landing/lenses/007720.json +++ b/landing/lenses/007720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007770.json b/landing/lenses/007770.json index a5fed24cc9c030a5968628f5646d19db438c79d7..5622e75bf3e196114ae7669456c4d940b1782e13 100644 --- a/landing/lenses/007770.json +++ b/landing/lenses/007770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007810.json b/landing/lenses/007810.json index 61415b3d29f1d87dc575836b88d3dfd9d41eb40b..8118cc3caa9fe3eda55d6327a5287799077b9d78 100644 --- a/landing/lenses/007810.json +++ b/landing/lenses/007810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,12 +1465,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:85ad801f7b64", + "target": "007810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007820.json b/landing/lenses/007820.json index 91ec687f42f851c7f1979507885bf36e7c0b5f60..23a8999893f54f2112feb31dcad94cc90bf42eb3 100644 --- a/landing/lenses/007820.json +++ b/landing/lenses/007820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007860.json b/landing/lenses/007860.json index 53f952fe4f63824b7c625c5717f9e0d85d6846f1..4342e03a18156f8db8647b7967f51b3f122438ad 100644 --- a/landing/lenses/007860.json +++ b/landing/lenses/007860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,15 +54,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "재무 기반 보통", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 영업이익률입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "label": "재무 기반 우수", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -73,10 +73,10 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 4.06, + "value": 444.47, "unit": "%", - "direction": "negative", - "scoreContribution": -1, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -245,9 +245,9 @@ "label": "영업이익률", "comparisonKey": "profitability", "basis": "companyFundamentals", - "direction": "adverse", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 4.06, + "value": 444.47, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 4.06, + "currentValue": 444.47, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -536,17 +536,17 @@ ] }, "assessment": { - "label": "재무 기반 보통", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 영업이익률입니다.", - "score": 2, + "label": "재무 기반 우수", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 매출 CAGR입니다.", + "score": 4, "drivers": [ { "id": "operatingMargin", "label": "영업이익률", - "value": 4.06, + "value": 444.47, "unit": "%", - "direction": "negative", - "scoreContribution": -1, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -600,13 +600,12 @@ } ], "positiveDrivers": [ + "영업이익률", "매출 CAGR", "영업이익 CAGR", "OCF/순이익" ], - "negativeDrivers": [ - "영업이익률" - ] + "negativeDrivers": [] } } }, @@ -617,216 +616,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 18.67, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 4.85, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.73, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 36.69, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.5, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 33.25, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.33, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/007860/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/007860/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/007860/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/007860/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/007860/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 8.82, 가중치 30%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/007860/axes/자본구조", - "status": "derived", - "detail": "위험점수 4.85, 가중치 15%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/007860/axes/유동성", - "status": "derived", - "detail": "위험점수 36.69, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/007860/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.93, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/007860/axes/사업안정성", - "status": "derived", - "detail": "위험점수 33.25, 가중치 10%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/007860/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 18.67, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 19.33, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -834,94 +693,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 26.05, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 33.43, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2025", - "score": 29.45, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 33.34, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2024", - "score": 21.51, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 35.06, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2023", - "score": 16.17, - "grade": "A-", - "pdEstimate": 0.08 + "score": 32.62, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2022", - "score": 20.19, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 29.21, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2021", - "score": 36.88, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 38.1, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2020", - "score": 49.63, - "grade": "B+", - "pdEstimate": 4.0 + "score": 39.62, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2019", - "score": 61.13, - "grade": "B", - "pdEstimate": 7.0 + "score": 47.13, + "grade": "BB-", + "pdEstimate": 2.5 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.04, - "notchAdjustment": { - "totalNotch": 3, - "reasons": [ - "캡티브금융 별도 D/EBITDA 0.1x (양호)", - "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" - }, - "divergenceExplanation": [ - "유동성 축이 37점으로 등급 하방 압력", - "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.08%). 최근 주가 하락이 반영된 결과", - "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 + }, + "eCR": null, + "pdEstimate": null, + "notchAdjustment": null, + "divergenceExplanation": [] } }, "industry": { @@ -934,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,8 +934,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +947,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +987,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1260,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1118,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1506,7 +1346,8 @@ }, "statusCounts": { "partial": 3, - "usable": 2 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -1517,10 +1358,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { diff --git a/landing/lenses/007980.json b/landing/lenses/007980.json index 7225d3584329d7b3c36534b4ea454bf3001b274c..f2007ebecf8b3f145da694ff7f920352ae450378 100644 --- a/landing/lenses/007980.json +++ b/landing/lenses/007980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -616,18 +616,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.72, + "score": 36.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.08, + "grade": "dCR-BB", + "score": 38.33, "assumptions": { "scenarioStress": "moderate" } @@ -835,6 +835,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -920,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1047,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1080,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1246,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008040.json b/landing/lenses/008040.json index e72b97bfc642d84bfcc2065510b4ee06de384975..3ae8776efd4ae030ac65ab0dec25bf1d0588b402 100644 --- a/landing/lenses/008040.json +++ b/landing/lenses/008040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": "2022", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": "2022", "status": "observed", @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008060.json b/landing/lenses/008060.json index 77d87c6ab7abdd04ff837108fc0e49f41c3b5192..26032a7a4d60a4ea60eef9e159233c689d659955 100644 --- a/landing/lenses/008060.json +++ b/landing/lenses/008060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -940,15 +940,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.2, + "score": -0.205, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,10 +1000,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008110.json b/landing/lenses/008110.json index 42c60dd16619296c65d9e57a9749a2bbc0452a8e..bec1beede4d87e816e009943eae14861a413d06d 100644 --- a/landing/lenses/008110.json +++ b/landing/lenses/008110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-27", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-27", "period": "2024", "status": "derived", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-27", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008120.json b/landing/lenses/008120.json index 60d5697c40029ba0ac1749b5f1a160d491488c4c..31d2891f8bfbfa7f5a4c9b177bc28f7a2b5b7ee1 100644 --- a/landing/lenses/008120.json +++ b/landing/lenses/008120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -483,14 +483,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -605,10 +605,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -624,10 +624,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -651,10 +651,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -669,10 +669,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -683,7 +683,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -691,7 +691,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008250.json b/landing/lenses/008250.json index 0da669c4fb2eb2910e7dab3c89bb77892791c283..94450407883cef86feed4bb58706079ffd7985c8 100644 --- a/landing/lenses/008250.json +++ b/landing/lenses/008250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 12.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 12.23%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008260.json b/landing/lenses/008260.json index 6c3da3d0596c27acad45ea59238c4e0ef2fdda54..9919ecc6174340e5e353cb1e62b6b186565ae0a3 100644 --- a/landing/lenses/008260.json +++ b/landing/lenses/008260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -985,7 +985,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008270.json b/landing/lenses/008270.json index a138179bbcdb1ceb6310fb2fa4bdecb093ae5fff..a855de68f480aa5f499b3e96a51d0717a276643d 100644 --- a/landing/lenses/008270.json +++ b/landing/lenses/008270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -361,13 +361,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -549,14 +549,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -690,10 +690,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -717,10 +717,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -735,10 +735,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008290.json b/landing/lenses/008290.json index 294c4d9fc8c73fc987c8e5858ec05166bf42e617..3a9b399cd7422d8bf40b036c37ae5a409cdd4d2e 100644 --- a/landing/lenses/008290.json +++ b/landing/lenses/008290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0082N0.json b/landing/lenses/0082N0.json index 4c6a37f945796f746d05604c1b0196591d246694..3233a9d7c46842eac1c4d416bf29a6a4f9fc7990 100644 --- a/landing/lenses/0082N0.json +++ b/landing/lenses/0082N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.14, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 0.03, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/0082N0/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/0082N0/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -840,13 +856,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/008340.json b/landing/lenses/008340.json index 337c9526f70dd33f2b31e678afc98474943ef363..3c145181acdebc15f9e979455be390868329a27d 100644 --- a/landing/lenses/008340.json +++ b/landing/lenses/008340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/008350.json b/landing/lenses/008350.json index 2094552ae072fd75f9c3807a9de3ab7020341470..f4b61adce003a7fba763b36ea1b77734b7bcb459 100644 --- a/landing/lenses/008350.json +++ b/landing/lenses/008350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 7.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008370.json b/landing/lenses/008370.json index 8d742f5dc7fd08af5838ee495605b399f68b9e8f..6f0e68b684fc1ec7772b5ac3c5f43500f2a8dba5 100644 --- a/landing/lenses/008370.json +++ b/landing/lenses/008370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008420.json b/landing/lenses/008420.json index 6329214635946f6d999cb2345982640fbb390dc8..dd97c34589f9aa8d9b7915d04b0e9dda1fe2ff1d 100644 --- a/landing/lenses/008420.json +++ b/landing/lenses/008420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.43, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.01, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -657,8 +657,8 @@ "value": 5.39, "unit": "riskScore", "direction": "positive", - "weight": 25, - "contribution": 1.35, + "weight": 15, + "contribution": 0.81, "sourceRef": "axes.자본구조" }, { @@ -677,8 +677,8 @@ "value": 44.5, "unit": "riskScore", "direction": "negative", - "weight": 15, - "contribution": 6.67, + "weight": 30, + "contribution": 13.35, "sourceRef": "axes.채무상환능력" } ], @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/008420/axes/채무상환능력", "status": "derived", - "detail": "위험점수 44.50, 가중치 15%" + "detail": "위험점수 44.50, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/008420/axes/자본구조", "status": "derived", - "detail": "위험점수 5.39, 가중치 25%" + "detail": "위험점수 5.39, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -794,7 +794,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/008420/axes/사업안정성", "status": "derived", - "detail": "위험점수 26.71, 가중치 15%" + "detail": "위험점수 26.71, 가중치 10%" }, { "id": "credit.axis.재무신뢰성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.43, + "score": 36.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.84, + "score": 36.41, "assumptions": { "scenarioStress": "moderate" } @@ -853,51 +853,51 @@ "gradeHistory": [ { "period": "2026", - "score": 6.79, - "grade": "AA", - "pdEstimate": 0.02 + "score": 3.09, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 57.39, - "grade": "B", - "pdEstimate": 7.0 + "score": 54.83, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2024", - "score": 34.51, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 26.31, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2023", - "score": 49.05, - "grade": "B+", - "pdEstimate": 4.0 + "score": 41.92, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2022", - "score": 19.97, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 14.98, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2021", - "score": 11.75, - "grade": "A+", - "pdEstimate": 0.04 + "score": 9.61, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2020", - "score": 35.96, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 25.54, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2019", - "score": 42.72, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 29.18, + "grade": "BBB-", + "pdEstimate": 0.4 } ], "coverage": { @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008470.json b/landing/lenses/008470.json index 8dba71e9963515981296850775e8b13ea4569573..b66f5ab5a1e9380e4c4f8b00bb0433fe01433b4a 100644 --- a/landing/lenses/008470.json +++ b/landing/lenses/008470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008490.json b/landing/lenses/008490.json index 4f139a3acff270c71c7da1a66d2fa7e229ec8bd7..0adbffc757db8ff324314f0f1f34a9a9a5056b2b 100644 --- a/landing/lenses/008490.json +++ b/landing/lenses/008490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.61, + "score": 35.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.04, + "grade": "dCR-BB", + "score": 37.29, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -922,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1248,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008500.json b/landing/lenses/008500.json index 481c63aa259b716cc1938c075c68495d8c669325..6831d950cce19ada76fb7876fbaa2232a9ec24ae 100644 --- a/landing/lenses/008500.json +++ b/landing/lenses/008500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 82.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-29", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-29", "period": "2024", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-29", "period": "2024", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008560.json b/landing/lenses/008560.json index 8093e7818fe0535669628f35fcd813262b2a14a9..d4e270a6303a7b0dcad000ec58a155c8ef540c70 100644 --- a/landing/lenses/008560.json +++ b/landing/lenses/008560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -558,14 +558,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -680,10 +680,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -948,7 +948,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008600.json b/landing/lenses/008600.json index a7ab218e090d20b4fb49e1d6592abb3cfc827a75..0107cbfff6a1d8e4818e17505fdcdb9d382d12d9 100644 --- a/landing/lenses/008600.json +++ b/landing/lenses/008600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 648.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 669.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008670.json b/landing/lenses/008670.json index d6eb4d57e915b4b6f74c22db68aae3382f86a978..e83a9952e096395207755f2f10b8b3830cf13d67 100644 --- a/landing/lenses/008670.json +++ b/landing/lenses/008670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -626,14 +626,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,10 +794,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -812,10 +812,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -850,7 +850,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008700.json b/landing/lenses/008700.json index 2bc3f26ee63323a35726cb5c316b5512e56f53ba..3d9d3c485a03400b9ea37a81081cfaa79810de8e 100644 --- a/landing/lenses/008700.json +++ b/landing/lenses/008700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,8 +1512,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008730.json b/landing/lenses/008730.json index 2bbcc91f0fa83c82126b4d59d5e2bf47de06d46c..d7c2cb3e0fbef91d05beb49725239efb9f5db72d 100644 --- a/landing/lenses/008730.json +++ b/landing/lenses/008730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 17.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 17.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008770.json b/landing/lenses/008770.json index 6e629f61e25b2a0c074431a7d996944dcad95246..b3e1da5700aef7daa69d2e546034f20d6580d660 100644 --- a/landing/lenses/008770.json +++ b/landing/lenses/008770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1121,10 +1121,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008800.json b/landing/lenses/008800.json index d0334ed6ae2395cbf15486e605b09df1837d886f..8097eb0982c2d006e41972bad6b7df1a19d73631 100644 --- a/landing/lenses/008800.json +++ b/landing/lenses/008800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008830.json b/landing/lenses/008830.json index 9e5766be5f352c68b9f37ded34ec584cc3be57d8..d1ae0ca7685e50d620f5ee70b18fcdf04abb2b5a 100644 --- a/landing/lenses/008830.json +++ b/landing/lenses/008830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.18, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.72, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.18, + "score": 42.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.51, + "score": 43.14, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 28.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.24%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008870.json b/landing/lenses/008870.json index 071b6257b0679e3be2730d86984826c9366fcc31..97cf73e0c81d860ef01389f75df27baed730490a 100644 --- a/landing/lenses/008870.json +++ b/landing/lenses/008870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b928aadde317", - "target": "008870", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.747 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0088D0.json b/landing/lenses/0088D0.json index 10f3ba8090f918eb5922fb93dbd25f87630c641f..6d158e6184c0e5fc87ac1f9ec419a4da2225c1df 100644 --- a/landing/lenses/0088D0.json +++ b/landing/lenses/0088D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,22 +263,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 6.94, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 1.39, "sourceRef": "axes.자본구조" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/0088D0/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/0088D0/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -593,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1005,6 +989,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/0088M0.json b/landing/lenses/0088M0.json index 106ab87e00056720fb4dc78db1025f210d93d772..4a78ecfeed6c2bbaf169bea5c057b4eb31bba5d1 100644 --- a/landing/lenses/0088M0.json +++ b/landing/lenses/0088M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 30.0, + "score": 40.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 30.0, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 4.5, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/0088M0/axes/유동성", "status": "derived", "detail": "위험점수 30.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/0088M0/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 30.0, + "validWeight": 40.0, "totalWeight": 100.0, - "weightCoverage": 30.0 + "weightCoverage": 40.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -840,13 +856,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/008930.json b/landing/lenses/008930.json index 077f2a2b27bcde2041ef983334dac5c03e2550e6..af37520cc70d521e5fc3b2b442c515913a360382 100644 --- a/landing/lenses/008930.json +++ b/landing/lenses/008930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008970.json b/landing/lenses/008970.json index 54abe021ca7c3c57c806270328193075fd565df1..bb1c349f286034d20ab4d5451f2cd6e5a34881b7 100644 --- a/landing/lenses/008970.json +++ b/landing/lenses/008970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 14.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 14.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 27.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009070.json b/landing/lenses/009070.json index 44df9289f0514172dde606d7a7fd0c1b0b363182..ecc16f55679133b92cd5b00839a04555e58e7d8e 100644 --- a/landing/lenses/009070.json +++ b/landing/lenses/009070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009140.json b/landing/lenses/009140.json index bbc74bd3daa242a3a395b783a31db4e638687bed..f930ee79f9384a535ebb120fa661260d3dca1fd1 100644 --- a/landing/lenses/009140.json +++ b/landing/lenses/009140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009150.json b/landing/lenses/009150.json index 514738bb450f04e423cb6b24787ecd6e72a1d768..4a254fb5d6edf217f1cc4eee2f99818d3f0a8ee7 100644 --- a/landing/lenses/009150.json +++ b/landing/lenses/009150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009160.json b/landing/lenses/009160.json index 4fbfe235708f4f82fa034e175f80d5955b30a3da..b738d344238ec9d75c9f7c1f18f88a18d79b5390 100644 --- a/landing/lenses/009160.json +++ b/landing/lenses/009160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009180.json b/landing/lenses/009180.json index 3c7c3575a0fd531c2cb5b728ee5e48d3a9e7ef06..256687a6574dec4a00ec9f8799b7c28a828ad842 100644 --- a/landing/lenses/009180.json +++ b/landing/lenses/009180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009190.json b/landing/lenses/009190.json index 1253dc32cfc0f0cba7574e08569e06f5eca614c5..9535759248f1a6bb33417145094d68d2b26cc52f 100644 --- a/landing/lenses/009190.json +++ b/landing/lenses/009190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,7 +1203,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0091W0.json b/landing/lenses/0091W0.json index 422fed7ace7640763dc64f785912864159732743..925ea1c8ac572ddb6fcff0d7a21ca22e193fe599 100644 --- a/landing/lenses/0091W0.json +++ b/landing/lenses/0091W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 20.0, + "score": 30.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -272,6 +282,13 @@ "sourceRef": "dartlab://credit/0091W0/axes/자본구조", "status": "derived", "detail": "위험점수 0.56, 가중치 20%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/0091W0/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -300,12 +317,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -350,11 +361,11 @@ } ], "coverage": { - "validAxes": 1, + "validAxes": 2, "totalAxes": 7, - "validWeight": 20.0, + "validWeight": 30.0, "totalWeight": 100.0, - "weightCoverage": 20.0 + "weightCoverage": 30.0 }, "eCR": null, "pdEstimate": null, @@ -372,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -494,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -513,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -526,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -566,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -653,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -985,13 +996,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/009200.json b/landing/lenses/009200.json index dc780801abda00bbc4201a71273cccc6bab23a7b..0d51e46685ba9c01f5c1c6f4730cd61673070cc2 100644 --- a/landing/lenses/009200.json +++ b/landing/lenses/009200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/009240.json b/landing/lenses/009240.json index d5ede3ee5151a310719e33a7110e43a40deeeeae..72cb75fe98ed2ec0c922144949038f3052ddd8b3 100644 --- a/landing/lenses/009240.json +++ b/landing/lenses/009240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009270.json b/landing/lenses/009270.json index f1139aa2f9e96a244644423bf800a2d5b9096897..4d15f89afe64d5e8212a2f9235f4531eb50e38a1 100644 --- a/landing/lenses/009270.json +++ b/landing/lenses/009270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 15.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 14.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1510,7 +1510,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1532,7 +1532,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1550,8 +1550,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/009290.json b/landing/lenses/009290.json index a2cf6e5a29f722d085d97d12d051aac834edad20..6894dfd6e3ab762085d87f84b77e4197f1ed24e1 100644 --- a/landing/lenses/009290.json +++ b/landing/lenses/009290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009300.json b/landing/lenses/009300.json index 52f2facf390ef2fc424b9fe0274c4386bd66d257..a2e7caae6311a61ffb1f6c67ff84ca9359ba2713 100644 --- a/landing/lenses/009300.json +++ b/landing/lenses/009300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009310.json b/landing/lenses/009310.json index b9d0fa8cee364a8990a67420dc55f1502d9c146d..34be10071e45d3f7d08d4c77d89ee4c7d827dfad 100644 --- a/landing/lenses/009310.json +++ b/landing/lenses/009310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 61.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 58.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 61.22, + "score": 58.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 61.56, + "score": 58.56, "assumptions": { "scenarioStress": "moderate" } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-11", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-11", "period": "2024", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-11", "period": "2024", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009320.json b/landing/lenses/009320.json index 72afd919e686541dc89af316eb489fab48302275..af91d109dd5de15ff6e6fd08434451802ef8c258 100644 --- a/landing/lenses/009320.json +++ b/landing/lenses/009320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0093G0.json b/landing/lenses/0093G0.json index f79dbab2f9ed32775ded5516a961d83d0dd7d532..d5994c43ded3a7c6a750d9272019f08876a717a1 100644 --- a/landing/lenses/0093G0.json +++ b/landing/lenses/0093G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009410.json b/landing/lenses/009410.json index 7f62f80bff206b55415d347b5a0c2527e627af80..49d198e5f6b4e03bd1800db4384d767fc1360201 100644 --- a/landing/lenses/009410.json +++ b/landing/lenses/009410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009420.json b/landing/lenses/009420.json index 16096d18d7d629604c6d80d6201d72b36bd98bcc..13b77cb61da06c126cb3f6de80f649a4997e1da0 100644 --- a/landing/lenses/009420.json +++ b/landing/lenses/009420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/009440.json b/landing/lenses/009440.json index baa63300724bdbfa29349b94bc6636e65ba88bc9..33b92c8b843800b06758a3146d54cd77b9d07c90 100644 --- a/landing/lenses/009440.json +++ b/landing/lenses/009440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -73,7 +73,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": -0.98, + "value": -18.21, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": -0.98, + "value": -18.21, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": -0.98, + "currentValue": -18.21, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -543,7 +543,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": -0.98, + "value": -18.21, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -618,216 +618,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 49.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 3.35, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.67, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 40.67, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 6.1, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 90.0, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 9.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 80.35, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 20.09, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/009440/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/009440/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/009440/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/009440/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/009440/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 80.35, 가중치 25%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/009440/axes/자본구조", - "status": "derived", - "detail": "위험점수 3.35, 가중치 20%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/009440/axes/유동성", - "status": "derived", - "detail": "위험점수 40.67, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/009440/axes/현금흐름", - "status": "derived", - "detail": "위험점수 44.86, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/009440/axes/사업안정성", - "status": "derived", - "detail": "위험점수 40.97, 가중치 10%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/009440/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 90.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 49.63, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 50.4, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -835,85 +695,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "재무신뢰성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.재무신뢰성" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 12.75, - "grade": "A+", - "pdEstimate": 0.04 + "score": 19.79, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2025", - "score": 54.05, - "grade": "B+", - "pdEstimate": 4.0 + "score": 24.01, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2024", - "score": 44.21, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 29.68, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2023", - "score": 66.98, - "grade": "B-", - "pdEstimate": 10.0 + "score": 19.65, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2022", - "score": 67.79, - "grade": "B-", - "pdEstimate": 10.0 + "score": 38.02, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2021", - "score": 38.54, - "grade": "BB", - "pdEstimate": 1.5 + "score": 27.66, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2020", - "score": 59.35, - "grade": "B", - "pdEstimate": 7.0 + "score": 28.05, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2019", - "score": 31.65, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 23.14, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, - "eCR": "eCR-5", - "pdEstimate": 4.0, + "eCR": null, + "pdEstimate": null, "notchAdjustment": null, - "divergenceExplanation": [ - "재무신뢰성 축이 90점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "divergenceExplanation": [] } }, "industry": { @@ -926,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,7 +942,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +962,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1222,10 +1072,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1371,7 +1221,7 @@ }, "statusCounts": { "partial": 4, - "usable": 1 + "blocked": 1 }, "gaps": [ { @@ -1382,10 +1232,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { diff --git a/landing/lenses/009450.json b/landing/lenses/009450.json index 34ffbe5e003301e811fbb0681b8f024fd00f576a..f2e121667e332c80e133d0f6be177e569baaf800 100644 --- a/landing/lenses/009450.json +++ b/landing/lenses/009450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1514,12 +1514,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9084778ec30b", + "target": "009450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.629 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009460.json b/landing/lenses/009460.json index bca4f4cc3dfa0957995af36f2c6dd2f75db12ce1..6e5a1df85c7b307bacbbca068d33c0ede135919d 100644 --- a/landing/lenses/009460.json +++ b/landing/lenses/009460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009470.json b/landing/lenses/009470.json index 26a5022d4d1c4ff8340316de13ed1f589ab818f3..3ff916fab4285bf5856823b85b36478d40200acc 100644 --- a/landing/lenses/009470.json +++ b/landing/lenses/009470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.1, + "score": -0.105, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009520.json b/landing/lenses/009520.json index ca3e2018d63fd3dc3f743fd77802d9b90d76092c..192e358623d904feefb8b0e864442779a62f5432 100644 --- a/landing/lenses/009520.json +++ b/landing/lenses/009520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009540.json b/landing/lenses/009540.json index f35d6f3412025f94c0f48e0109b83ce9669808b4..7c7ad8c5f8d5202ce595e483e7d58a6b31f06e2a 100644 --- a/landing/lenses/009540.json +++ b/landing/lenses/009540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -745,15 +745,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -778,8 +778,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -791,7 +791,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -824,17 +824,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -844,7 +844,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -869,7 +869,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -897,13 +897,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -912,7 +912,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -925,10 +925,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -944,10 +944,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -971,10 +971,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -985,7 +985,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1009,7 +1009,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1239,12 +1239,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d2abb05827cc", + "target": "009540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009580.json b/landing/lenses/009580.json index 5301fbed798830225e065938ce9b898606d8728e..1bd4901beadc65f9823770325532415a66243841 100644 --- a/landing/lenses/009580.json +++ b/landing/lenses/009580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 19.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 20.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 37.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,15 +1084,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.61, + "score": -0.615, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009620.json b/landing/lenses/009620.json index 7b767fde1f97971c7b00f76f7e6357816ac1876c..be44471bcfcc3ecf29ba8950425187f991bda932 100644 --- a/landing/lenses/009620.json +++ b/landing/lenses/009620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "자본구조 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009680.json b/landing/lenses/009680.json index bcf1874ac60195ccdb328442a61c9d7122c32ad3..5db9150505c057cc07fedbc69b469138b56e35a8 100644 --- a/landing/lenses/009680.json +++ b/landing/lenses/009680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096B0.json b/landing/lenses/0096B0.json index 0452b1f384e8420571c9d7dcde4bb362647ef31a..09769e068df05427abcf240c64a55ea15a97c2ab 100644 --- a/landing/lenses/0096B0.json +++ b/landing/lenses/0096B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096D0.json b/landing/lenses/0096D0.json index 32e70d7c8639c55b0cd7cb15e8c31c678b6391b8..b39a11e9fe89ff377520b0c6abf012928191ab88 100644 --- a/landing/lenses/0096D0.json +++ b/landing/lenses/0096D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009730.json b/landing/lenses/009730.json index 38e8dfb094b3b43a65621290831d316878ec5d48..03772689c1691af72ef4e9f207dbab7612732eb5 100644 --- a/landing/lenses/009730.json +++ b/landing/lenses/009730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 152.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 170.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009770.json b/landing/lenses/009770.json index 95e51735703802dc663d867d676c1acfdf40e38b..b0a5b6fb58d5907f0aac957077bb0715eeead129 100644 --- a/landing/lenses/009770.json +++ b/landing/lenses/009770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009780.json b/landing/lenses/009780.json index d49c15fd39db48deac31e1dffe6fe48ac295ae2c..416987e017b45459d5ab077db1271a2df5bf7434 100644 --- a/landing/lenses/009780.json +++ b/landing/lenses/009780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0097F0.json b/landing/lenses/0097F0.json index 7b8578955c7fbdf0e402be48cce417b1690f50a4..d04058e733991bcdf55d698621263eb5cccd073b 100644 --- a/landing/lenses/0097F0.json +++ b/landing/lenses/0097F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009810.json b/landing/lenses/009810.json index b77e29c5362fda6144b6928dba4f5efcb8048f6c..b987094b621d0326cc8167972c4287db64eb2ff7 100644 --- a/landing/lenses/009810.json +++ b/landing/lenses/009810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009830.json b/landing/lenses/009830.json index fbb756937c7d028b8e8849f473d16267b2cc08f9..5f858767d892f47fe76ebf1e899dfbfd13bb434d 100644 --- a/landing/lenses/009830.json +++ b/landing/lenses/009830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,88 +1599,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fd0b18e223ea", - "target": "009830", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.74 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0098T0.json b/landing/lenses/0098T0.json index dc4cb80ed6ac9a010a0f4997903ac399e7a54f3e..6b445b4d42a0c442023a32debdfa3c102b070cff 100644 --- a/landing/lenses/0098T0.json +++ b/landing/lenses/0098T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,20 +249,10 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -278,7 +268,7 @@ "label": "유동성", "value": 90.0, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 15, "contribution": 13.5, "sourceRef": "axes.유동성" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/0098T0/axes/유동성", "status": "derived", "detail": "위험점수 90.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/0098T0/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1005,6 +989,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/009900.json b/landing/lenses/009900.json index 3a80f21fd077b1cdda9ff77bf0b3349a9e0d1fad..c91b7ba54abe6aa4eb2d9d801192025ad97a2d00 100644 --- a/landing/lenses/009900.json +++ b/landing/lenses/009900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009970.json b/landing/lenses/009970.json index 958060b32e029212ffa6b94ea54345e8e0028af8..d8cceb65500884ac3dc76a6f093caf21a884e350 100644 --- a/landing/lenses/009970.json +++ b/landing/lenses/009970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099W0.json b/landing/lenses/0099W0.json index 1e744bc79b6a4b7c1ccf061ee6f1a14540066215..f5de036b57df399c57ee209cbfbbb941949bf902 100644 --- a/landing/lenses/0099W0.json +++ b/landing/lenses/0099W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099X0.json b/landing/lenses/0099X0.json index 5b62b3965e132a9a9d0adda94c0db2701268ea9f..7e5f1f61d447e24cf63c26137b78b27f6419fece 100644 --- a/landing/lenses/0099X0.json +++ b/landing/lenses/0099X0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010040.json b/landing/lenses/010040.json index 539554da7843f5808909507add5081c4032a1c3a..eb5b7ee283dd682df8725a3db821322e6c756503 100644 --- a/landing/lenses/010040.json +++ b/landing/lenses/010040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010060.json b/landing/lenses/010060.json index c8496649642421405ffa75b2aa1981591f6345cd..80df0011a82cd783b4af5e80f314b36d16176193 100644 --- a/landing/lenses/010060.json +++ b/landing/lenses/010060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -930,14 +930,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.565, + "score": -0.57, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,10 +1121,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1139,10 +1139,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1491,7 +1491,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1513,7 +1513,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1531,15 +1531,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/010100.json b/landing/lenses/010100.json index d69082bdabc930b613cacbe56743aa4f05bf8e7f..bcaee37cb3f639a42159f7d23e597391a66501b4 100644 --- a/landing/lenses/010100.json +++ b/landing/lenses/010100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 22.34, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 15.25, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 40.08, - "grade": "BB", - "pdEstimate": 1.5 + "score": 29.58, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2024", - "score": 27.44, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 19.11, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2023", - "score": 15.91, - "grade": "A", - "pdEstimate": 0.06 + "score": 10.46, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2022", - "score": 23.11, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 16.12, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2021", - "score": 25.65, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 17.11, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2020", - "score": 38.18, - "grade": "BB", - "pdEstimate": 1.5 + "score": 26.92, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2019", - "score": 47.56, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 33.48, + "grade": "BB+", + "pdEstimate": 0.75 } ], "coverage": { @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010120.json b/landing/lenses/010120.json index f5bc1f0a9f86ce63e7e6d6d4ef0a5a32d9d7be29..ac09495460e56ebf94eebc2e19ddb3fa60074afd 100644 --- a/landing/lenses/010120.json +++ b/landing/lenses/010120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,9 +907,9 @@ "eCR": "eCR-4", "pdEstimate": 0.04, "notchAdjustment": { - "totalNotch": 3, + "totalNotch": 1, "reasons": [ - "시가총액 30조 (시장 지위)" + "시가총액 27조" ], "monotonicGate": "A+" }, @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ad2ea23c2ff4", + "target": "010120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.864 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010130.json b/landing/lenses/010130.json index f0dcb1103a41d512e7a1a69ce6e5b1bb99d5cac4..5c7bdf280f246c6901006a5e3bb39a595758bcba 100644 --- a/landing/lenses/010130.json +++ b/landing/lenses/010130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010140.json b/landing/lenses/010140.json index 926f9a83dc9f56faf78c60c3dcbc9f65d5a8c4b5..544cd1526a2d3c695cae348250045436e61703ef 100644 --- a/landing/lenses/010140.json +++ b/landing/lenses/010140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,12 +1556,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:875bbd6051cb", + "target": "010140", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.852 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010170.json b/landing/lenses/010170.json index 1a6249d2a3cb7e9159b4024d63b4aea06902e421..a5f88461cc4044abfff07cfae02669ca274d5849 100644 --- a/landing/lenses/010170.json +++ b/landing/lenses/010170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0101C0.json b/landing/lenses/0101C0.json index 070f5d8a8f2e54ebcd3d90f0eaa685333d28dc16..d84857ecac19ea7f0e02a44e92a6cfe7625ed961 100644 --- a/landing/lenses/0101C0.json +++ b/landing/lenses/0101C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010240.json b/landing/lenses/010240.json index afb3f3af710f6f460a3ab1377caf29230673428e..152c6110bc91090314790a84a5c1f39cfe021dab 100644 --- a/landing/lenses/010240.json +++ b/landing/lenses/010240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010280.json b/landing/lenses/010280.json index 5e6a43b44aa71ea7ac679f28357026a3c3666f45..5a630aa6f7cc4ee24018bb90c36b53a02d9e8231 100644 --- a/landing/lenses/010280.json +++ b/landing/lenses/010280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010400.json b/landing/lenses/010400.json index 78acb7e676fc4c1b5e386a49dece3abc3a90ad27..102a34b029b968f21f927f8190eb9969fa959be2 100644 --- a/landing/lenses/010400.json +++ b/landing/lenses/010400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.85, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.45, + "score": 14.85, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 13.22, + "score": 15.68, "assumptions": { "scenarioStress": "moderate" } @@ -892,12 +892,12 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010420.json b/landing/lenses/010420.json index 67d6368cf74b97208e507f78ecdf874f4280ef96..bcac863a346bf8d502093d692608961d8142b110 100644 --- a/landing/lenses/010420.json +++ b/landing/lenses/010420.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-03", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-03", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/010470.json b/landing/lenses/010470.json index c5b6fc41e72dc781916064bbb9a99b67e0a0d7c8..6ef55c80599b8cf747d0f8fe19fb326bb2699fad 100644 --- a/landing/lenses/010470.json +++ b/landing/lenses/010470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010580.json b/landing/lenses/010580.json index 651a7f36f7e7929c323f3a6c1cbdfa2d866b4453..d1fedb0e11d4ff98143f1307cba98d8a7b09492e 100644 --- a/landing/lenses/010580.json +++ b/landing/lenses/010580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0105P0.json b/landing/lenses/0105P0.json index f8467658352ab0d215277e0d42e859704f8700c3..bff63d255e93da5b20ca2c5e412ca49470ffe58e 100644 --- a/landing/lenses/0105P0.json +++ b/landing/lenses/0105P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010600.json b/landing/lenses/010600.json index 162c9290120f48a392dd3507b08450dc77c38d93..4f48525a998fc9609adfc14f7ffaf3e90cc27b81 100644 --- a/landing/lenses/010600.json +++ b/landing/lenses/010600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,10 +1112,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010620.json b/landing/lenses/010620.json index a4af76f2ea33114c54be6080b568735226b89e01..96b805703d167d7a44fab71e1927b805ca4a9fb8 100644 --- a/landing/lenses/010620.json +++ b/landing/lenses/010620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-26", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -781,7 +781,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -801,7 +801,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-26", "period": "2024", "status": "derived", @@ -822,7 +822,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-26", "period": "2024", "status": "observed", @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -931,10 +931,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -958,10 +958,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -976,10 +976,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -990,7 +990,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -998,7 +998,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010640.json b/landing/lenses/010640.json index 8515c1982bf7a082563b57229c2be180d42562b2..782131f0e2655d797a09554860cc2f35c8f05ae3 100644 --- a/landing/lenses/010640.json +++ b/landing/lenses/010640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010660.json b/landing/lenses/010660.json index 8c083c8231e12c72305dbd001b0080b73b4bb68d..59be92c5ddefb9135e21d5376998325b832b22b9 100644 --- a/landing/lenses/010660.json +++ b/landing/lenses/010660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010690.json b/landing/lenses/010690.json index 1ba83faea654770b9600f24f0458f178da9490f4..c14a88537dc0940febb2c8da347bb2da7938bc92 100644 --- a/landing/lenses/010690.json +++ b/landing/lenses/010690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010770.json b/landing/lenses/010770.json index de25d657be8f2ef32aa200339d8d36dada81454a..1444c3e9165f45916ddf9ffc6400a112b0f3c7d6 100644 --- a/landing/lenses/010770.json +++ b/landing/lenses/010770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ }, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.99%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1069,19 +1069,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1102,8 +1102,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,17 +1148,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1193,7 +1193,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1227,7 +1227,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1236,7 +1236,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1249,10 +1249,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1268,10 +1268,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,10 +1295,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1313,10 +1313,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1683,12 +1683,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4f898791f0bc", + "target": "010770", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.712 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010780.json b/landing/lenses/010780.json index 72778ed7065717859049e0d741e996988ea08181..8329478cf26bd1ae60a8c0e5b88a2581c4c875ea 100644 --- a/landing/lenses/010780.json +++ b/landing/lenses/010780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010820.json b/landing/lenses/010820.json index c08090adf30a867e5b59d6525d8cef741b9f40fd..4b214ebd497921d07a0471341031af4bcf1af8b4 100644 --- a/landing/lenses/010820.json +++ b/landing/lenses/010820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -768,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010950.json b/landing/lenses/010950.json index dfd4efbd074e04f22bd8693663df203245067a1d..c1c046f07cefbcb0b6b65be97ceef366663acc24 100644 --- a/landing/lenses/010950.json +++ b/landing/lenses/010950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1611,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1633,7 +1633,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1651,15 +1651,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/010960.json b/landing/lenses/010960.json index 694164a5740fce6013c66918e3d3deb55a718607..e60114edfbe0c530ae15cf131f5ef5effce51f82 100644 --- a/landing/lenses/010960.json +++ b/landing/lenses/010960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:58d9389b2cac", + "target": "010960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.328 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011000.json b/landing/lenses/011000.json index d89ceaa8348f64ac138c34c3f3f44286bebe7d1e..098b36ec754320b05cfc9a44398eff7dcd14f205 100644 --- a/landing/lenses/011000.json +++ b/landing/lenses/011000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1605.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1611.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-21", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-21", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011040.json b/landing/lenses/011040.json index fbf946ffbd69ec5efd28f13c0a4b31a843a1dd4b..2e540783f3664bfc51b169939d3c5df1d4f11b03 100644 --- a/landing/lenses/011040.json +++ b/landing/lenses/011040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 건강관리 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011070.json b/landing/lenses/011070.json index 785ebe786ce25708c132b4838c83a63c93b1627f..ca0538823f4566825151b8e859450477d4c3231b 100644 --- a/landing/lenses/011070.json +++ b/landing/lenses/011070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011080.json b/landing/lenses/011080.json index 2d2989f005386d29996199f67d0d60f152960a46..3e22d236481ea1578973864761c3e1a2720cf0b6 100644 --- a/landing/lenses/011080.json +++ b/landing/lenses/011080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011090.json b/landing/lenses/011090.json index 966afbf3a94b9b8fe38dc1aff419ca722045c037..b2a1d562a658dbe5dc7c4178cf87d41630527a9d 100644 --- a/landing/lenses/011090.json +++ b/landing/lenses/011090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011150.json b/landing/lenses/011150.json index a74a7d9f6b3eaf24e40bdfb1cb3feb713e5a6213..274cccbc17b7646136a2e28dd98528f5b2a1f77c 100644 --- a/landing/lenses/011150.json +++ b/landing/lenses/011150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,88 +1558,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c8ab0ce5848e", - "target": "011150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011160.json b/landing/lenses/011160.json index 65432b42adbafcb25c241350288c9b0da3bcc97d..2ef7c4c7c8071c95d5d44786afd0c55494e73211 100644 --- a/landing/lenses/011160.json +++ b/landing/lenses/011160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011170.json b/landing/lenses/011170.json index 2c94b3d33d70d5ea0d140fc51d981a36b0069b74..01ae483b1ee18b85d3f82c040510a2b2c1d9f493 100644 --- a/landing/lenses/011170.json +++ b/landing/lenses/011170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 31.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 33.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 31.23, + "grade": "dCR-A-", + "score": 33.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 31.78, + "grade": "dCR-A-", + "score": 34.03, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 4, "reasons": [ @@ -919,6 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.24%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1087,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011200.json b/landing/lenses/011200.json index d4bbc888dcdc70339d4f8309b95232d3c4b7988f..e1a4fd69b7aab8eb41300c34ee8d3f2dad536ce1 100644 --- a/landing/lenses/011200.json +++ b/landing/lenses/011200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.11, + "score": -0.115, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011210.json b/landing/lenses/011210.json index 4cf6dd58a9e165cc92469e364981a158d32032e7..c3333a4513928d4a49ab5275a4b74f2240240214 100644 --- a/landing/lenses/011210.json +++ b/landing/lenses/011210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011230.json b/landing/lenses/011230.json index 274321001515ea7f1f96bd7752e9237042637dd0..8a8d5448160eb1b5a8dc5ae9aebe7cfa9c7bbe4b 100644 --- a/landing/lenses/011230.json +++ b/landing/lenses/011230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "유동성 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 55.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 58.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -981,15 +981,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1007,15 +1007,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.0, + "score": -0.0, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1383,88 +1383,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:587e58617bd2", - "target": "011230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.794 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011280.json b/landing/lenses/011280.json index 4e4f5faade9db0572b4b1bddbc58fde7305db352..e839f5b162684f7e173416fcf8ffe1de8360877e 100644 --- a/landing/lenses/011280.json +++ b/landing/lenses/011280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011300.json b/landing/lenses/011300.json index 94dceca3324b1bd17a5f8ab87b46165c04f769be..919b4ff2f8509553fdf29b6e80cdfaf23e33e23a 100644 --- a/landing/lenses/011300.json +++ b/landing/lenses/011300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 19.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 22.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011320.json b/landing/lenses/011320.json index 26ab796b115fd4b8c30792daa234dca1cebf22f6..d7d17c12f19be347a643fef4422b2aae98fe3c7a 100644 --- a/landing/lenses/011320.json +++ b/landing/lenses/011320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7d6c39225be4", + "target": "011320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011330.json b/landing/lenses/011330.json index b56669f4df4f01b1d1f55b827e910139e56e59f5..c8cf0a08542977f7b4a718507e00a76c3f447e65 100644 --- a/landing/lenses/011330.json +++ b/landing/lenses/011330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011370.json b/landing/lenses/011370.json index 144848ae32e881cb3391c4162670ee15503ad302..d93bb0fccfe72989c599f109f747d44ae4a55af7 100644 --- a/landing/lenses/011370.json +++ b/landing/lenses/011370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 27.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,11 +650,11 @@ { "id": "axis.유동성", "label": "유동성", - "value": 2.58, + "value": 3.23, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 0.39, + "contribution": 0.48, "sourceRef": "axes.유동성" }, { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,7 +776,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/011370/axes/유동성", "status": "derived", - "detail": "위험점수 2.58, 가중치 15%" + "detail": "위험점수 3.23, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 27.11, + "score": 27.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.9, + "score": 28.22, "assumptions": { "scenarioStress": "moderate" } @@ -849,37 +849,37 @@ "gradeHistory": [ { "period": "2026", - "score": 10.6, + "score": 11.85, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2025", - "score": 27.82, + "score": 28.21, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2024", - "score": 53.91, - "grade": "B+", - "pdEstimate": 4.0 + "score": 55.1, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2023", - "score": 54.23, - "grade": "B+", - "pdEstimate": 4.0 + "score": 55.49, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2022", - "score": 33.77, + "score": 34.74, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2021", - "score": 22.03, + "score": 22.8, "grade": "BBB", "pdEstimate": 0.25 }, @@ -891,7 +891,7 @@ }, { "period": "2019", - "score": 5.15, + "score": 5.21, "grade": "AA", "pdEstimate": 0.02 } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-11", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-11", "period": "2025", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-11", "period": "2025", "status": "observed", @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011390.json b/landing/lenses/011390.json index cfa3b7725f0da4b2afea7de0fa5e62b283432636..a8b318b6e8cd7387bbf190e203180df4d066d481 100644 --- a/landing/lenses/011390.json +++ b/landing/lenses/011390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 17.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 14.85%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1059cb29310d", + "target": "011390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011400.json b/landing/lenses/011400.json index 293d6021310995cca4a496bbcfc33aa3a4742b95..5af24d3ba6b439f0f61af3f7c21fc5113a24939a 100644 --- a/landing/lenses/011400.json +++ b/landing/lenses/011400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011420.json b/landing/lenses/011420.json index 02b990c45ac66e1ddad29917a348cd7b0ad30cef..74b3a69fa0b5a7e21ba8adcb216cb251f733cd95 100644 --- a/landing/lenses/011420.json +++ b/landing/lenses/011420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011500.json b/landing/lenses/011500.json index 5f77806a1ca460bd990732225335fb8f9defcb89..a424bfea2a96225f75a3d49025df395c214ceee4 100644 --- a/landing/lenses/011500.json +++ b/landing/lenses/011500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011560.json b/landing/lenses/011560.json index 963d4a8cedb439ee71ea19a8ca5e3d7e4cb1017d..bbb3df15e530987c2944f3ec70cde39fbe937712 100644 --- a/landing/lenses/011560.json +++ b/landing/lenses/011560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0115H0.json b/landing/lenses/0115H0.json index ebefc8efe7534473b4465c7dc116868b6d4b8d7c..291efe7294f72a6afb139bcd3e8f615f9e362325 100644 --- a/landing/lenses/0115H0.json +++ b/landing/lenses/0115H0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.38, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 0.08, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/0115H0/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/0115H0/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -849,13 +865,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/011690.json b/landing/lenses/011690.json index 03eb0d8dc4d873064472945f277c86487d27919b..e59e90a114b63c755e9c55b313718d19416cbd7b 100644 --- a/landing/lenses/011690.json +++ b/landing/lenses/011690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.10, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.35, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 29.1, + "score": 31.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.4, + "score": 31.65, "assumptions": { "scenarioStress": "moderate" } @@ -910,6 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1077,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1159,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1240,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011700.json b/landing/lenses/011700.json index 57e0fdc00a1ee8b5b0730129c4d5867f8ce43dea..70fb8f82077e8685dfe39e5b84420c151b0e57d7 100644 --- a/landing/lenses/011700.json +++ b/landing/lenses/011700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.05, + "grade": "dCR-BB-", + "score": 43.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.26, + "grade": "dCR-BB-", + "score": 43.51, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011760.json b/landing/lenses/011760.json index 5bea47d9773252adfe42c606c4dc928473a0e3f9..b1600de51de831b7bffcb415a768a5b2d542d56f 100644 --- a/landing/lenses/011760.json +++ b/landing/lenses/011760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011780.json b/landing/lenses/011780.json index ca5de85082f5f9b24e24cb288e8622db8483e1a8..1a26a50a0de96df91e7bd8ff7247df0798d66fce 100644 --- a/landing/lenses/011780.json +++ b/landing/lenses/011780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 11.75, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 11.07, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,11 +652,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.59, + "value": 3.33, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.52, + "weight": 15, + "contribution": 0.5, "sourceRef": "axes.자본구조" }, { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/011780/axes/채무상환능력", "status": "derived", - "detail": "위험점수 10.36, 가중치 25%" + "detail": "위험점수 7.87, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/011780/axes/자본구조", "status": "derived", - "detail": "위험점수 2.59, 가중치 20%" + "detail": "위험점수 3.33, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 11.75, + "score": 11.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.34, + "score": 11.74, "assumptions": { "scenarioStress": "moderate" } @@ -851,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 3.46, + "score": 4.21, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 9.85, + "score": 8.16, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2024", - "score": 10.67, - "grade": "A+", - "pdEstimate": 0.04 + "score": 8.9, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2023", - "score": 9.38, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 7.09, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2022", - "score": 3.1, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.91, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2021", - "score": 4.42, + "score": 4.84, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2020", - "score": 7.56, + "score": 6.94, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2019", - "score": 23.36, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 19.45, + "grade": "BBB+", + "pdEstimate": 0.15 } ], "coverage": { @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,88 +1594,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8b0f7a64f7bc", - "target": "011780", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.546 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011790.json b/landing/lenses/011790.json index db72f92711827628411b491ad424c013a2df6018..2b9bd680dc2b28896c65b6fee283329e17097767 100644 --- a/landing/lenses/011790.json +++ b/landing/lenses/011790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0117P0.json b/landing/lenses/0117P0.json index 9b674770cde38d730278cf00135035d009d2fca1..f0b053a3856530280e40e86fbe7276530981b766 100644 --- a/landing/lenses/0117P0.json +++ b/landing/lenses/0117P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011810.json b/landing/lenses/011810.json index 89781a81d3c6478a9d6d2efe8cbf5bc71ab600db..23bbc3a8ae0bdc32b27bb5e8205c05be2e65710b 100644 --- a/landing/lenses/011810.json +++ b/landing/lenses/011810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011930.json b/landing/lenses/011930.json index 9003febf4c2bbdbe05e48d573906b2e44afd7c64..c2e7d822d766378ee4685df8296f2e49181334e5 100644 --- a/landing/lenses/011930.json +++ b/landing/lenses/011930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 10.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.37%). 최근 주가 하락이 반영된 결과", "D/EBITDA 174.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012030.json b/landing/lenses/012030.json index 24853abf6fbe5406c6338ccc15db0af88770faac..dfc6ae0a13f9c166dc2c280fb386d97a87c58846 100644 --- a/landing/lenses/012030.json +++ b/landing/lenses/012030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1544,12 +1544,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d31a1422fa27", + "target": "012030", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0120G0.json b/landing/lenses/0120G0.json index 1c12d12f135bc1ac586138402529bdec7c27237f..3e5030380d88cbfa9a3d86445d8bed38a68bfe91 100644 --- a/landing/lenses/0120G0.json +++ b/landing/lenses/0120G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012160.json b/landing/lenses/012160.json index b96ab5dffa1cee3966dad3e5370d27bd21d703e2..99aed16bb6c4f2c958ef4a92ba1088be6169a8be 100644 --- a/landing/lenses/012160.json +++ b/landing/lenses/012160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012170.json b/landing/lenses/012170.json index f286cf25eee0c6bd6893706aefda81e5e26f2826..f14e1cda695d0fc7f47874e7370a9c58bfe94ba4 100644 --- a/landing/lenses/012170.json +++ b/landing/lenses/012170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-05", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.175, + "score": -0.18, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-05", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-05", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012200.json b/landing/lenses/012200.json index d58596101e507fc5bd58ab12ece5d37ccdc26bf8..3e51844fbc04e99902651d90a602b6bcc627b509 100644 --- a/landing/lenses/012200.json +++ b/landing/lenses/012200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012210.json b/landing/lenses/012210.json index f1b5ab3a3d2ce3c95c9ed78ef59ed46610a7f198..6591f4e58a56a18469a6612f09c3cd1943bce2df 100644 --- a/landing/lenses/012210.json +++ b/landing/lenses/012210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -433,13 +433,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -610,14 +610,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -737,10 +737,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -809,7 +809,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012280.json b/landing/lenses/012280.json index 5e5b6a14fed9309325769076fed28f9b726f6939..f32b5bcef7275bdf84242e5419086ee8ff1acdb8 100644 --- a/landing/lenses/012280.json +++ b/landing/lenses/012280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": null, "status": "derived", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": null, "status": "observed", @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012320.json b/landing/lenses/012320.json index 4137386c889f47e9c916058eba11c4939d75dbda..f751fc02773b2cebd22f1833ea3e031affdaf483 100644 --- a/landing/lenses/012320.json +++ b/landing/lenses/012320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012330.json b/landing/lenses/012330.json index 5fab0ede8c9d555c023ae26b795cddf879f9ef18..85caafa14d11df6120e6a5256f96e9bcb6b2f4cb 100644 --- a/landing/lenses/012330.json +++ b/landing/lenses/012330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,88 +1600,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:955435b1d129", - "target": "012330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012340.json b/landing/lenses/012340.json index 8b29350ad6b9d76ef86b28a1e4700bc0051aacf9..6f5b2663bd4dd99205ec978cfcd6a1198ebd2a94 100644 --- a/landing/lenses/012340.json +++ b/landing/lenses/012340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 346.53, + "value": 380.52, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,7 +591,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 346.53, + "value": 380.52, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 50.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -681,25 +681,25 @@ "sourceRef": "axes.유동성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 49.53, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 37.3, "unit": "riskScore", "direction": "negative", - "weight": 20, - "contribution": 9.91, - "sourceRef": "axes.자본구조" + "weight": 25, + "contribution": 9.32, + "sourceRef": "axes.채무상환능력" } ], "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "label": "자본구조는 레버리지 부담이 있다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,12 +732,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -775,14 +775,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/012340/axes/채무상환능력", "status": "derived", - "detail": "위험점수 41.14, 가중치 25%" + "detail": "위험점수 37.30, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/012340/axes/자본구조", "status": "derived", - "detail": "위험점수 49.53, 가중치 20%" + "detail": "위험점수 26.54, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 50.25, + "grade": "dCR-BB-", + "score": 43.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 51.92, + "grade": "dCR-BB-", + "score": 44.82, "assumptions": { "scenarioStress": "moderate" } @@ -862,51 +862,51 @@ "gradeHistory": [ { "period": "2026", - "score": 60.21, - "grade": "B", - "pdEstimate": 7.0 + "score": 44.92, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2025", - "score": 54.17, - "grade": "B+", - "pdEstimate": 4.0 + "score": 44.68, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2024", - "score": 60.05, - "grade": "B", - "pdEstimate": 7.0 + "score": 52.17, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2023", - "score": 53.29, + "score": 48.19, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 72.14, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 58.84, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2021", - "score": 62.68, - "grade": "B-", - "pdEstimate": 10.0 + "score": 59.41, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2020", - "score": 41.81, - "grade": "BB", - "pdEstimate": 1.5 + "score": 34.45, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2019", - "score": 49.31, - "grade": "B+", - "pdEstimate": 4.0 + "score": 47.61, + "grade": "BB-", + "pdEstimate": 2.5 } ], "coverage": { @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 130.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012450.json b/landing/lenses/012450.json index 206f3fa68d5a91dbed34bfad7966bd28bf93904d..be4a1a0df3594528f19e7892fe71ef5e80184d86 100644 --- a/landing/lenses/012450.json +++ b/landing/lenses/012450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 19.58, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 22.43, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 19.58, + "grade": "dCR-A", + "score": 22.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 20.48, + "grade": "dCR-A", + "score": 23.39, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 3, "reasons": [ @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012510.json b/landing/lenses/012510.json index 96c5a210bcbe22f95148e2a69e089eb4f8921219..ba020d2c536dc5104147872c401d23fd2fe3e63c 100644 --- a/landing/lenses/012510.json +++ b/landing/lenses/012510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1144,7 +1144,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012580.json b/landing/lenses/012580.json index ec00cc3ae0acb7cdd1ec92ef84008262885449f8..44eeb35ad6ad91e41483521fd908065068fa68d8 100644 --- a/landing/lenses/012580.json +++ b/landing/lenses/012580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 1.25, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 0.25, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/012580/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/012580/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -593,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -937,13 +953,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/012600.json b/landing/lenses/012600.json index a444b6ff60c1e2d5e550e524fef907224b0d7138..67ddbfec8dfd397c8f21e79f0175665be870d906 100644 --- a/landing/lenses/012600.json +++ b/landing/lenses/012600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012610.json b/landing/lenses/012610.json index 7eda29cefdb36e8ec59242c46bd42c453bfe8cff..3df4db5af017617da16bf239cf016c0ff1ba2ee6 100644 --- a/landing/lenses/012610.json +++ b/landing/lenses/012610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012620.json b/landing/lenses/012620.json index e57d34d23abad71248c4fb844b1f61ab439bacc0..0d895830f1ff3b19746a1dcaa636413a3bf7d693 100644 --- a/landing/lenses/012620.json +++ b/landing/lenses/012620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012630.json b/landing/lenses/012630.json index d49246b4b6396b9e0b1d7fedd37bc935c8c00d92..3205a462a95acde813b7358a7e5a2e074e59a0da 100644 --- a/landing/lenses/012630.json +++ b/landing/lenses/012630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -900,19 +900,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,17 +979,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1052,13 +1052,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1067,7 +1067,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012690.json b/landing/lenses/012690.json index 7b554ecb8f8bdc7106f59e4f46ddc218e497216d..a8ed79f93d003aa51e79c69e7f129f300529f30b 100644 --- a/landing/lenses/012690.json +++ b/landing/lenses/012690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0126Z0.json b/landing/lenses/0126Z0.json index 8e4ba03cb1aa73274ef02248b6699edbe5d06d7e..7b8e7e4e83a0370ffdabb2bd439c0b9473af77cd 100644 --- a/landing/lenses/0126Z0.json +++ b/landing/lenses/0126Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -347,14 +347,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -474,10 +474,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -493,8 +493,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -506,8 +506,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,10 +524,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -537,7 +537,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -546,7 +546,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -633,10 +633,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -656,7 +656,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -664,7 +664,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012700.json b/landing/lenses/012700.json index f43087fbbb512812ae844c8ce678a8c8cc465ee3..50856f5be125d5cb351aa34a1e31f8d419da8e21 100644 --- a/landing/lenses/012700.json +++ b/landing/lenses/012700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -729,12 +729,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,19 +1072,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1105,8 +1105,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,17 +1151,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1196,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,7 +1230,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1239,7 +1239,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1252,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1271,10 +1271,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1521,88 +1521,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f658fd308ef2", - "target": "012700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.694 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012750.json b/landing/lenses/012750.json index 8e3786c63eea38e3882ad98ead52955ceb06f0f7..cadd573a82b14035609bc3d7cd662adcd6a87949 100644 --- a/landing/lenses/012750.json +++ b/landing/lenses/012750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012790.json b/landing/lenses/012790.json index ebaa517006c039b1fe9a2156b1d902012683d534..a1af00187ad248dc2dfe71d1aaa25caefa9953fd 100644 --- a/landing/lenses/012790.json +++ b/landing/lenses/012790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012800.json b/landing/lenses/012800.json index 93b76a7729d6fa2ead65a56aa1319c7f8ebb6ed2..4740e3e2509500c51ca547f48caace99304e00fb 100644 --- a/landing/lenses/012800.json +++ b/landing/lenses/012800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012860.json b/landing/lenses/012860.json index d7ff99f1588f3cb590962916af78b3fbe6755d04..60947d76c1df678fd190bbb066a7cd767339e0ca 100644 --- a/landing/lenses/012860.json +++ b/landing/lenses/012860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,12 +1463,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9dfb8e9a4cec", + "target": "012860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.384 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0129K0.json b/landing/lenses/0129K0.json index dc0e4456e20de70d29c6d86dfc58bbe033d1562b..dda554d0ae36c607de3704eb0185df05a0d91a87 100644 --- a/landing/lenses/0129K0.json +++ b/landing/lenses/0129K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -410,7 +410,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013000.json b/landing/lenses/013000.json index 90ed36e45206389450502e03af9d25fb50d94423..7b0bf3d25b56edfc885ca3e21f0644729ded4b19 100644 --- a/landing/lenses/013000.json +++ b/landing/lenses/013000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013030.json b/landing/lenses/013030.json index 76aee45dc2844f781c634950468f56aaad4d25b9..19139f7ae30145c7cdfbbc97153e47cc959bc096 100644 --- a/landing/lenses/013030.json +++ b/landing/lenses/013030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1045,15 +1045,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1659,12 +1659,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:277ea0a0d5cf", + "target": "013030", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.555 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0130D0.json b/landing/lenses/0130D0.json index a3a87df8bb8eabc1c7ee5fe0a137cffd8a3841eb..400432351baa2cb335634d58149b35e034a05074 100644 --- a/landing/lenses/0130D0.json +++ b/landing/lenses/0130D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0130H0.json b/landing/lenses/0130H0.json index 2cfa9d850ea268595ac5267379a778d07f7e014b..a72cc3f1b806edf33e3e4b7dd9f44d5f15d34a29 100644 --- a/landing/lenses/0130H0.json +++ b/landing/lenses/0130H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013120.json b/landing/lenses/013120.json index a28d227d74c434159792bf4a88e6754b30dc7d4d..f536f70edfa3c3b72a722aeb3255c07227678d90 100644 --- a/landing/lenses/013120.json +++ b/landing/lenses/013120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0131D0.json b/landing/lenses/0131D0.json index d46a7a6bef32a3d1929369f211286bf7bbb326f8..c332dcfaef10ac61dabc4a081df265417d105fa9 100644 --- a/landing/lenses/0131D0.json +++ b/landing/lenses/0131D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0132G0.json b/landing/lenses/0132G0.json index 79293341017bf505a5f51a0942190993e9b4e443..87fda71e063000e97743f48e9dc33aa772f09644 100644 --- a/landing/lenses/0132G0.json +++ b/landing/lenses/0132G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013310.json b/landing/lenses/013310.json index ab3edc5e847e7316a1863a7d4d036b5e0928a794..144e55999018968dba3b74394d20f1d863790808 100644 --- a/landing/lenses/013310.json +++ b/landing/lenses/013310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 44.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 44.82, + "grade": "dCR-B+", + "score": 48.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.25, + "grade": "dCR-B+", + "score": 49.88, "assumptions": { "scenarioStress": "moderate" } @@ -906,11 +906,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.72%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a11b7ccac0c9", + "target": "013310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.418 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013340.json b/landing/lenses/013340.json index caa992a4373dcf6a56c9e882e2cc0966029de889..f5a0675e6d439908d713ca943ac5d87a5f16c1bd 100644 --- a/landing/lenses/013340.json +++ b/landing/lenses/013340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013360.json b/landing/lenses/013360.json index 278b7bcae7fc545d8764811719f6c74f0be5de2d..bb4ac6bbae128b1dfe632709d7b047ee476f611d 100644 --- a/landing/lenses/013360.json +++ b/landing/lenses/013360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 12.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 13.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0134X0.json b/landing/lenses/0134X0.json index d97c3b327cfd649f92a82a4675736205ef8b0502..b1003fb2fd8227eed4e94805557f44278bf165c3 100644 --- a/landing/lenses/0134X0.json +++ b/landing/lenses/0134X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013520.json b/landing/lenses/013520.json index 39d96bbd5dbb2623533bd40517241eb2fd6dfd0b..9b39a3778efdb8a7f722b3e39943514bbe21897b 100644 --- a/landing/lenses/013520.json +++ b/landing/lenses/013520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -963,15 +963,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,17 +1042,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1115,13 +1115,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1130,7 +1130,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,12 +1380,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d2537b23b124", + "target": "013520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.446 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013570.json b/landing/lenses/013570.json index 1fad622dd2d485f160fe24857ddf1458db712f51..1c274c6ede1b063e04528fca369dcc6582f4c7fb 100644 --- a/landing/lenses/013570.json +++ b/landing/lenses/013570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013580.json b/landing/lenses/013580.json index ae4903ee50f4940c3a20dda3858753a10c297797..df300b9384c601ffb04e5fb215c5669f7cb05983 100644 --- a/landing/lenses/013580.json +++ b/landing/lenses/013580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013700.json b/landing/lenses/013700.json index 5d921c3d0e04528c63323cd4a3475c3d14605bec..190727d46195fc9b278c27db9708ff1c65073458 100644 --- a/landing/lenses/013700.json +++ b/landing/lenses/013700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013720.json b/landing/lenses/013720.json index bf41f4eaf56c920fef8056a0ded1f6699514405e..735c20990d8117368f5784365fea4599d5b7e338 100644 --- a/landing/lenses/013720.json +++ b/landing/lenses/013720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013810.json b/landing/lenses/013810.json index 73164f571c46fbdf91070b22827ec5220f205143..e4d825714e49d700b5ebb240e8cb03aaa36a38c5 100644 --- a/landing/lenses/013810.json +++ b/landing/lenses/013810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013870.json b/landing/lenses/013870.json index 77f0c55c20e207a763d53db3f81cf11e0d111d2b..73d1cb50058e1b04c3157a2cebc46127a4359973 100644 --- a/landing/lenses/013870.json +++ b/landing/lenses/013870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013890.json b/landing/lenses/013890.json index 87c16a570a24b55322cb2f62b5ebb1706e4f08ff..997d4508862ef0bc0ad14755b9ef8b91911fd9ba 100644 --- a/landing/lenses/013890.json +++ b/landing/lenses/013890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,12 +712,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,15 +806,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.43, + "grade": "dCR-BB+", + "score": 33.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.91, + "grade": "dCR-BB+", + "score": 34.31, "assumptions": { "scenarioStress": "moderate" } @@ -897,11 +897,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013990.json b/landing/lenses/013990.json index db1e01023cd0c2078721270398f7ad1d4d4d1042..332f55f584bbf683a58af7f408a9b202355486a6 100644 --- a/landing/lenses/013990.json +++ b/landing/lenses/013990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014100.json b/landing/lenses/014100.json index e174059d40f55188f54c4a0b5eb56085a0899d9b..a6fd4e04eff38fdcc1bd26af0a0dee15f6a6e379 100644 --- a/landing/lenses/014100.json +++ b/landing/lenses/014100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 49.51, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.95, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 49.51, + "score": 52.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 49.97, + "score": 53.38, "assumptions": { "scenarioStress": "moderate" } @@ -918,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 10.32%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1126,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1509,12 +1510,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f0aee5e64549", + "target": "014100", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014130.json b/landing/lenses/014130.json index 09bb4c60151ed2c5a4ef7d60439ec92fdbfb80e4..3bad54ce7fd1089f2286206c80d39593308ee532 100644 --- a/landing/lenses/014130.json +++ b/landing/lenses/014130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.455, + "score": -0.46, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1556,8 +1556,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014160.json b/landing/lenses/014160.json index 8ded1752125604dc89337fa5a16d631031be6435..c9eca1a5c39ae1ccc77238d1e3220020e287475e 100644 --- a/landing/lenses/014160.json +++ b/landing/lenses/014160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014190.json b/landing/lenses/014190.json index 95c5d95df8cf30cc745c4f92d5bbc148e6a41ad5..5c102059af82ba0225cf4c461eb812fc8f75c526 100644 --- a/landing/lenses/014190.json +++ b/landing/lenses/014190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014200.json b/landing/lenses/014200.json index 8804a2cd8288dc274d833e17072e8dfa6e6358e6..9ae4217d4f3d8c06e1b32dc37a075951aa8f63b4 100644 --- a/landing/lenses/014200.json +++ b/landing/lenses/014200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-25", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-25", "period": "2025", "status": "derived", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-25", "period": "2025", "status": "observed", @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,10 +1264,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014280.json b/landing/lenses/014280.json index 453129ba08921543c5d68a890eeb323bc93c6bfe..b0b7bdf9123add472900f1415d85b37a9e625d8d 100644 --- a/landing/lenses/014280.json +++ b/landing/lenses/014280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/014440.json b/landing/lenses/014440.json index a58eb3c3cab29d6969c9e3f3d94dc6fbc2b6bc00..e2afdbcd82d9b933bad380e47bbd91d77efa4a09 100644 --- a/landing/lenses/014440.json +++ b/landing/lenses/014440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014470.json b/landing/lenses/014470.json index dd63f2f93f47a1bae3126037a3a632340fa55396..3b37c2dc336ce384e3397d445b274d5850e7b846 100644 --- a/landing/lenses/014470.json +++ b/landing/lenses/014470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.185, + "score": -0.19, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014530.json b/landing/lenses/014530.json index 0c78659b5f3708823a5daa8e8efcb8bdb15c5139..9333bd6f93f2d96e6a6b1139525f641d409da9ce 100644 --- a/landing/lenses/014530.json +++ b/landing/lenses/014530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014570.json b/landing/lenses/014570.json index ad822e3117e6a8e285a139fd868b2b43252ac53c..127cc6ff1993e5ccb64a1f44879fed6d866bb902 100644 --- a/landing/lenses/014570.json +++ b/landing/lenses/014570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014580.json b/landing/lenses/014580.json index 372bc1fbe411a4aa1010140698c908f065878b02..d4019c0ff511b916ff031eb630c3ac22e966f6a1 100644 --- a/landing/lenses/014580.json +++ b/landing/lenses/014580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:510abc53c88e", + "target": "014580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.429 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014620.json b/landing/lenses/014620.json index 6c354c0e073cb1ab9bdfaa43a535adf75e3477b6..81a8f71923f20c439f05defb2c48e998c7898c1f 100644 --- a/landing/lenses/014620.json +++ b/landing/lenses/014620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014680.json b/landing/lenses/014680.json index 39cd47613fad6f84b34f778618e61af14f1ea7e7..b5544f48db71024593905c8a0efe5c365ac2a3b1 100644 --- a/landing/lenses/014680.json +++ b/landing/lenses/014680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.35, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.50, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 에너지 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/014680/axes/채무상환능력", "status": "derived", - "detail": "위험점수 2.77, 가중치 25%" + "detail": "위험점수 1.65, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/014680/axes/자본구조", "status": "derived", - "detail": "위험점수 6.44, 가중치 20%" + "detail": "위험점수 6.08, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.35, + "score": 6.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.14, + "score": 7.34, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 3.66, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.99, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2025", - "score": 4.83, + "score": 3.72, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2024", - "score": 6.8, + "score": 5.41, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2023", - "score": 5.93, - "grade": "AA", - "pdEstimate": 0.02 + "score": 4.41, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2022", - "score": 3.75, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.36, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2021", - "score": 3.85, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.72, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2020", - "score": 5.06, - "grade": "AA", - "pdEstimate": 0.02 + "score": 3.58, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2019", - "score": 11.05, - "grade": "A+", - "pdEstimate": 0.04 + "score": 7.68, + "grade": "AA", + "pdEstimate": 0.02 } ], "coverage": { @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014710.json b/landing/lenses/014710.json index c1c0e648833a95747f92782e4b4bf0d175ae9bde..1cb41126705ac2f2f08661a53f959b64c19b8ae7 100644 --- a/landing/lenses/014710.json +++ b/landing/lenses/014710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014790.json b/landing/lenses/014790.json index 9eca3a26933f6d3e0c788feb9881b1e62c7e40e4..2b91dfad84269febdea5bd319ccde598bb259309 100644 --- a/landing/lenses/014790.json +++ b/landing/lenses/014790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014820.json b/landing/lenses/014820.json index f100c90012514855ebaf5ee38513fc6771a06d58..0bc86afb6def1b354f01883450d4ebf2aa6e92f4 100644 --- a/landing/lenses/014820.json +++ b/landing/lenses/014820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2c644408ae50", - "target": "014820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014830.json b/landing/lenses/014830.json index e2f6e0a40d4ba65998eb7a212fd388eadf9de6fa..f45729c7edaa916ead4c79e9f0abcc3ac72d60da 100644 --- a/landing/lenses/014830.json +++ b/landing/lenses/014830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014910.json b/landing/lenses/014910.json index 22c3e2339e52e1d9d8832567dbbe6b2d9fb9f24c..1c629f8cd07c76eb4afa1ae6b21f939de1420e21 100644 --- a/landing/lenses/014910.json +++ b/landing/lenses/014910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014940.json b/landing/lenses/014940.json index 6b31982d14a3dba43456a402593d2f4168100809..648b47321d1d3b66f4242c42aacb7f86e3bc45a6 100644 --- a/landing/lenses/014940.json +++ b/landing/lenses/014940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -761,10 +761,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,10 +788,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -806,10 +806,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -844,7 +844,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014950.json b/landing/lenses/014950.json index 3ad8f48158f58dfa81d584f14c1819ef8f8ddd29..65569fd737f141586b3ee74f67c64c2ec438d09b 100644 --- a/landing/lenses/014950.json +++ b/landing/lenses/014950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -396,10 +396,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -415,8 +415,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -428,8 +428,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -446,10 +446,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -459,7 +459,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -468,7 +468,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -536,15 +536,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/014970.json b/landing/lenses/014970.json index 1459caef6b9a4c1de4fc5d2f2cf24ec799ac59ba..479bfdcb264c63d188986efe7ef95e413d40a88f 100644 --- a/landing/lenses/014970.json +++ b/landing/lenses/014970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014990.json b/landing/lenses/014990.json index b5d4c11f93a76f210a910719599708d90a8d5f45..785a473afe4e2c846c3c062a980e0a5850749b2b 100644 --- a/landing/lenses/014990.json +++ b/landing/lenses/014990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.85, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.85, + "score": 44.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.52, + "score": 45.22, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 25.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:94dc7a08f033", - "target": "014990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.775 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015020.json b/landing/lenses/015020.json index c6951651bb8badfa97b755678c8a869afa56f089..37ebb2494036d4b56260440bdde0e8b78028eee7 100644 --- a/landing/lenses/015020.json +++ b/landing/lenses/015020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 57.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 53.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -673,11 +673,11 @@ { "id": "axis.유동성", "label": "유동성", - "value": 66.25, + "value": 58.08, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 9.94, + "contribution": 8.71, "sourceRef": "axes.유동성" } ], @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 부동산 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/015020/axes/자본구조", "status": "derived", - "detail": "위험점수 34.31, 가중치 20%" + "detail": "위험점수 27.97, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/015020/axes/유동성", "status": "derived", - "detail": "위험점수 66.25, 가중치 15%" + "detail": "위험점수 58.08, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 57.46, + "grade": "dCR-B+", + "score": 53.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 58.12, + "grade": "dCR-B+", + "score": 54.08, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 51.83, - "grade": "B+", - "pdEstimate": 4.0 + "score": 35.97, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2025", - "score": 71.1, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 63.67, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2024", - "score": 71.23, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 61.22, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2023", - "score": 59.77, - "grade": "B", - "pdEstimate": 7.0 + "score": 52.77, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 65.01, - "grade": "B-", - "pdEstimate": 10.0 + "score": 55.35, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2021", - "score": 63.52, - "grade": "B-", - "pdEstimate": 10.0 + "score": 58.89, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2020", - "score": 62.74, - "grade": "B-", - "pdEstimate": 10.0 + "score": 57.49, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2019", - "score": 34.73, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 25.44, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { @@ -907,10 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 13.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 86.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-26", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,7 +1086,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-26", "period": null, "status": "derived", @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-26", "period": null, "status": "observed", @@ -1193,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015200.json b/landing/lenses/015200.json index 7dc14326cbeac1f53c2479d4e64ec620fb3f5a2a..2efacb1cb65bd9e1731ffc56658b60d571027418 100644 --- a/landing/lenses/015200.json +++ b/landing/lenses/015200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015230.json b/landing/lenses/015230.json index 2ca19f39506cce8405da4ed27f0d48336d794b4d..e594334a534e164c77bf2d549ed345f8118e5f7f 100644 --- a/landing/lenses/015230.json +++ b/landing/lenses/015230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015260.json b/landing/lenses/015260.json index 5bc89f251457459c52a6ca48b2104f2a441e7bbe..2139d9de06a988175f0604225573f018ebe03240 100644 --- a/landing/lenses/015260.json +++ b/landing/lenses/015260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 56.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 54.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015360.json b/landing/lenses/015360.json index 31a079b195ac40b2bf00918eaaff51ebc17344b1..b370b1425c08e84a8d5497f9ca7b4739c7c11219 100644 --- a/landing/lenses/015360.json +++ b/landing/lenses/015360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7a78de22b12e", + "target": "015360", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015590.json b/landing/lenses/015590.json index 6faf1d2e44cf6b2b8b110d967c9cbfa9072bad44..f5c3d1eed4dfef708db69bad1f3f92afe563dde7 100644 --- a/landing/lenses/015590.json +++ b/landing/lenses/015590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0156T0.json b/landing/lenses/0156T0.json index 55605477344419a3c664b933a446e7fcd8addfa6..b8b9fddf6b93734546d2046182b349445cd86708 100644 --- a/landing/lenses/0156T0.json +++ b/landing/lenses/0156T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/015710.json b/landing/lenses/015710.json index c52ab6488d999b2ca982477ee6df08c1cb00c6bd..fcb3a0b113db9f858cfc7d22f75ca916f91adfe8 100644 --- a/landing/lenses/015710.json +++ b/landing/lenses/015710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015750.json b/landing/lenses/015750.json index 9fd782b9dbfe4377b8bee4fe2e45f8f296b05567..c65648d477a14217b451dad717b3259e4f46df1f 100644 --- a/landing/lenses/015750.json +++ b/landing/lenses/015750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015760.json b/landing/lenses/015760.json index a9f3c20cde35d725d01720eb840fa760432510bc..d43f683a39dc444b8ce91c3edd4b3849abe42813 100644 --- a/landing/lenses/015760.json +++ b/landing/lenses/015760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 26.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 26.04, + "score": 28.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 27.29, + "score": 30.05, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,15 +1560,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/015860.json b/landing/lenses/015860.json index aad1dfb1f1cc349988d012ff262e8dfb7effccf5..efb7671e3ecd98430eb5f5b3d1ac32a0a5be5edd 100644 --- a/landing/lenses/015860.json +++ b/landing/lenses/015860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1055,13 +1055,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015890.json b/landing/lenses/015890.json index ef912290473bcbbebc27cac0cea784b77a19bece..b25caf05b37232c6cdba7a2b73c7a9bee5374531 100644 --- a/landing/lenses/015890.json +++ b/landing/lenses/015890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016090.json b/landing/lenses/016090.json index 45b2b2b0d59b7529aefedd2ca467431e720602de..9b95c178c28f01f0c59439c8faf706ea328f7daa 100644 --- a/landing/lenses/016090.json +++ b/landing/lenses/016090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016100.json b/landing/lenses/016100.json index ce8924cbadabe3ba1ff17e1f16564d6e52426b0b..8eaf99563b9bef8d7d6d68456fd528a460dd213f 100644 --- a/landing/lenses/016100.json +++ b/landing/lenses/016100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016250.json b/landing/lenses/016250.json index 3dfe6c8509e1527b2b67ac8684ed440b9863a849..5e1121ea17912b7a7fc4c85ded8066624e2f5715 100644 --- a/landing/lenses/016250.json +++ b/landing/lenses/016250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 58.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 59.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,12 +741,12 @@ }, { "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", "comparisonKey": "liquidity", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/016250/axes/유동성", "status": "derived", - "detail": "위험점수 42.29, 가중치 15%" + "detail": "위험점수 47.49, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 58.1, + "score": 59.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 59.44, + "score": 60.9, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 54.82, - "grade": "B+", - "pdEstimate": 4.0 + "score": 61.53, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2025", - "score": 65.55, + "score": 68.67, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2024", - "score": 68.3, - "grade": "B-", - "pdEstimate": 10.0 + "score": 70.93, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2023", - "score": 67.63, - "grade": "B-", - "pdEstimate": 10.0 + "score": 70.21, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2022", - "score": 26.0, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 28.72, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2021", - "score": 27.4, + "score": 29.71, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2020", - "score": 30.66, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 33.36, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2019", - "score": 44.44, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 48.26, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016360.json b/landing/lenses/016360.json index 12cb885ac2cceb5d234f8b3b42d73e4f29a7924b..326fdbc5f8e7a1f2ad09fc7b4704af507fb771c2 100644 --- a/landing/lenses/016360.json +++ b/landing/lenses/016360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,8 +1186,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016380.json b/landing/lenses/016380.json index e7a5998a19d045b89de73c80bc4e8d94fa2f7b51..2547cfcfa02ed6a5959dc0f52bcfd5bdacbb9da4 100644 --- a/landing/lenses/016380.json +++ b/landing/lenses/016380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:15f1f2079e75", - "target": "016380", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016450.json b/landing/lenses/016450.json index 6186e615fa7c52cc30590adc45e8039bf49e298d..e8fe4fa4b824b56f220e1122450e37b9aa776625 100644 --- a/landing/lenses/016450.json +++ b/landing/lenses/016450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,8 +1510,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0164H0.json b/landing/lenses/0164H0.json index e06a655054a333045ee42a8e5cb51e2b150e9b04..ea09b6e6b1e2cfb0bc6606770784cefa8b17fb66 100644 --- a/landing/lenses/0164H0.json +++ b/landing/lenses/0164H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016580.json b/landing/lenses/016580.json index d17c4609a3f107371a6926326b008a5c3edfce2c..0d5a851d7d3ba3c58a97910fbd995e616928c1a4 100644 --- a/landing/lenses/016580.json +++ b/landing/lenses/016580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,88 +1551,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:61c9115529ca", - "target": "016580", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016590.json b/landing/lenses/016590.json index 404b5a2cd112abac682264f5e796b1b81b02724d..738dd05cad23bc114886dd215f091242253e2ddb 100644 --- a/landing/lenses/016590.json +++ b/landing/lenses/016590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -766,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0165X0.json b/landing/lenses/0165X0.json index c769f159de9d61c2243c2b8c54a640b7df43f99b..36e04e84258a31f2d729dda95c5663ba704b2857 100644 --- a/landing/lenses/0165X0.json +++ b/landing/lenses/0165X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016600.json b/landing/lenses/016600.json index f6c91dda0ebfe9f6a3480142e8f99dba4be3b14c..62cdb721ba521eb14a602cf1adf61a4c89087424 100644 --- a/landing/lenses/016600.json +++ b/landing/lenses/016600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -368,13 +368,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -474,14 +474,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -601,10 +601,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -633,8 +633,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,8 +653,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -673,7 +673,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -796,10 +796,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016610.json b/landing/lenses/016610.json index 1e039c0c856165ed541f697301db637efc0ab236..4615cce18ffa81a79f9fb72b8447ab500366f2a1 100644 --- a/landing/lenses/016610.json +++ b/landing/lenses/016610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -869,13 +869,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016670.json b/landing/lenses/016670.json index 107855b0b6ec662c70cef31d0f20c2df8a7be59c..ed0e4a0fa3347e650f054c9c9240a2f3174f8d5a 100644 --- a/landing/lenses/016670.json +++ b/landing/lenses/016670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016710.json b/landing/lenses/016710.json index ff76922980402b72212e71a91efa8097eebe3db9..9b077cae2bd41c026089cfa76cff231858478812 100644 --- a/landing/lenses/016710.json +++ b/landing/lenses/016710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016740.json b/landing/lenses/016740.json index 25a4a03310c875e69481c8d657295f78828def2d..a781541a87a13b1c9f0396d51386d6a9fa3545dc 100644 --- a/landing/lenses/016740.json +++ b/landing/lenses/016740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,12 +1594,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:da7dad338456", + "target": "016740", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.29 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016790.json b/landing/lenses/016790.json index b97bfde321a5ded32b42925d62a35c378011280a..516862f02ebe559ec8ad80d3e070931252e9ee50 100644 --- a/landing/lenses/016790.json +++ b/landing/lenses/016790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016800.json b/landing/lenses/016800.json index 104afcf71403b36dd28e8dfef57d3f2f7a452c5a..a79903918b40d9c02a3723ae35f2ee2e1caad1eb 100644 --- a/landing/lenses/016800.json +++ b/landing/lenses/016800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016830.json b/landing/lenses/016830.json index 9e3ec764f2a69ecb000e9a2c9b4e1f6353dd6f13..6db132738919d1aba4dd23cadf02f164507a9da4 100644 --- a/landing/lenses/016830.json +++ b/landing/lenses/016830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -292,13 +292,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -480,14 +480,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -621,10 +621,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -648,10 +648,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -666,10 +666,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -680,7 +680,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -688,7 +688,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -704,7 +704,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016880.json b/landing/lenses/016880.json index 2c183752be3f700ffb34c8c693457b100328f531..116573c7e747001fc0d43a45fa9197319352184e 100644 --- a/landing/lenses/016880.json +++ b/landing/lenses/016880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016920.json b/landing/lenses/016920.json index 65ef274f511acba1918cdaa96a5540d6ba92bef9..3c41fa35793ef7ef0f967e76affec18b0effff66 100644 --- a/landing/lenses/016920.json +++ b/landing/lenses/016920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1509,7 +1509,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1531,7 +1531,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1549,8 +1549,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017000.json b/landing/lenses/017000.json index feb6065e76a31882ded5abdf16e14a7d6ed5189d..cc0932538d81276b055861d2bf6a043cf701644a 100644 --- a/landing/lenses/017000.json +++ b/landing/lenses/017000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017040.json b/landing/lenses/017040.json index aa0f4b9927e8e24fc742ea27022b6fbf6d04d94b..68627946f1e8fc0b6fb33bd26f0db0f429f7ad7f 100644 --- a/landing/lenses/017040.json +++ b/landing/lenses/017040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": "2023", "status": "derived", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": "2023", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017180.json b/landing/lenses/017180.json index 7c6d126b929ce0108365c6e3d119e8dac892c5c1..e429cd1b47b8de407f7b515735410355b4ddd173 100644 --- a/landing/lenses/017180.json +++ b/landing/lenses/017180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017250.json b/landing/lenses/017250.json index a65403e6dffa8a4a1bf0975c6cc60c6840a232e5..156ec126fb030a7d9d681fb00c86b1d115ee94be 100644 --- a/landing/lenses/017250.json +++ b/landing/lenses/017250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017370.json b/landing/lenses/017370.json index d94d800021f19bc7fa5a39b73bf44cac47f22bf5..ea6dd5b55832fa4e5f270bc3c9a7f81db3a03df3 100644 --- a/landing/lenses/017370.json +++ b/landing/lenses/017370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017390.json b/landing/lenses/017390.json index 683e1709ed8d4d919edc0c574a4b566db87b0e16..09a8b213ccbeb996aa1822cf003832c3ce645bb5 100644 --- a/landing/lenses/017390.json +++ b/landing/lenses/017390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1504,12 +1504,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e790c79493a8", + "target": "017390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017480.json b/landing/lenses/017480.json index 5d4fd21c9d8193dff18648bde2b13f9ff681eb5c..1348d0f01cd53a0a5422b660585288485d497aa8 100644 --- a/landing/lenses/017480.json +++ b/landing/lenses/017480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.40, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 5.34, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -646,7 +646,7 @@ "value": 0.0, "unit": "riskScore", "direction": "positive", - "weight": 25, + "weight": 30, "contribution": 0.0, "sourceRef": "axes.채무상환능력" }, @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/017480/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" + "detail": "위험점수 0.00, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/017480/axes/자본구조", "status": "derived", - "detail": "위험점수 1.23, 가중치 20%" + "detail": "위험점수 1.17, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.4, + "score": 5.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 5.4, + "score": 5.35, "assumptions": { "scenarioStress": "moderate" } @@ -852,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.42, + "score": 0.32, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.14, + "score": 0.1, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.15, + "score": 0.11, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.18, + "score": 0.14, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.25, + "score": 0.18, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.34, + "score": 0.26, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.26, + "score": 0.2, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 0.25, + "score": 0.18, "grade": "AAA", "pdEstimate": 0.0 } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017510.json b/landing/lenses/017510.json index 334d8f009dc8773dbaa9ca8a10cda4ff342e6259..2b12b5574fd96b1cb3d4fa20c3c56b6e35afdc29 100644 --- a/landing/lenses/017510.json +++ b/landing/lenses/017510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017550.json b/landing/lenses/017550.json index 96729ca000a5450e6e51df30d818e337ce1c835e..58fde8903099e6b389fae11ba13f5c03ee1b100f 100644 --- a/landing/lenses/017550.json +++ b/landing/lenses/017550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017650.json b/landing/lenses/017650.json index b99b4bb0ad0529e2df31221411e36625f0e87304..ebc0382f125e33bb989002262b569d06b4a0809a 100644 --- a/landing/lenses/017650.json +++ b/landing/lenses/017650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e69cbac33e4e", + "target": "017650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.734 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017670.json b/landing/lenses/017670.json index 33cdbd697260f5c58e9b79109fb8078ba4bc69ae..9ffac590e83588864a7dc2a50982caff446bb0e1 100644 --- a/landing/lenses/017670.json +++ b/landing/lenses/017670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017680.json b/landing/lenses/017680.json index dc450728758052d0aabbe8a30e3790c1eda386a3..522d675917b2447f3e4feeb2ae2381fef5ac6f7e 100644 --- a/landing/lenses/017680.json +++ b/landing/lenses/017680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017800.json b/landing/lenses/017800.json index f6d7ad96cc92077a94d7360694ebd6cdba07b25b..cb4e61fc3256ca517b63b606e6abcb36a86bca04 100644 --- a/landing/lenses/017800.json +++ b/landing/lenses/017800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -745,10 +745,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -764,10 +764,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,10 +791,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017810.json b/landing/lenses/017810.json index 2474bcbde2ee1100aae632e8748db25d53f80a44..ba11fd521835b43243c9b7df664fb418a6ec2977 100644 --- a/landing/lenses/017810.json +++ b/landing/lenses/017810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017860.json b/landing/lenses/017860.json index c2728e6676c18a00be1303c24911d38d14000217..d3a0e0037ef2f7df5965a5e882ccbc9481f499e2 100644 --- a/landing/lenses/017860.json +++ b/landing/lenses/017860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 16.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 17.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 41.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -960,19 +960,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,17 +1039,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017890.json b/landing/lenses/017890.json index a412d9f3671ee459dd878a0870f1c925b48fd68d..e6f07a5a43235cd251cff27081b3087a56fbe639 100644 --- a/landing/lenses/017890.json +++ b/landing/lenses/017890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,10 +1183,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1201,10 +1201,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017900.json b/landing/lenses/017900.json index 8ce9154900dac43e7a73f0943262b010c47fea4e..4e1dcfab1cf266fdf74fcd78e8a873a5ba4652bc 100644 --- a/landing/lenses/017900.json +++ b/landing/lenses/017900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 13.39, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 13.46, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,11 +654,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 0.17, + "value": 0.84, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.03, + "contribution": 0.17, "sourceRef": "axes.자본구조" }, { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/017900/axes/채무상환능력", "status": "derived", - "detail": "위험점수 27.27, 가중치 25%" + "detail": "위험점수 27.26, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/017900/axes/자본구조", "status": "derived", - "detail": "위험점수 0.17, 가중치 20%" + "detail": "위험점수 0.84, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 13.39, + "score": 13.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 13.56, + "score": 13.64, "assumptions": { "scenarioStress": "moderate" } @@ -853,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.28, + "score": 0.42, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 16.45, + "score": 16.5, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2024", - "score": 15.16, + "score": 15.21, "grade": "A", "pdEstimate": 0.06 }, { "period": "2023", - "score": 19.11, + "score": 19.17, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2022", - "score": 9.56, + "score": 9.62, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2021", - "score": 17.18, + "score": 17.27, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2020", - "score": 19.29, + "score": 19.43, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2019", - "score": 24.15, + "score": 24.23, "grade": "BBB", "pdEstimate": 0.25 } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1602,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/017940.json b/landing/lenses/017940.json index f79510950da788d0d4b2cabd052a68110a2472ee..aec104559c785e6ab177beaddf4cdf0e53bff11c 100644 --- a/landing/lenses/017940.json +++ b/landing/lenses/017940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017960.json b/landing/lenses/017960.json index 9a7bc99544dcd20317a7da387e4b9dc489d2d6ef..11ac5ae5f7d10a1591ab98a31d6fe65295270407 100644 --- a/landing/lenses/017960.json +++ b/landing/lenses/017960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,10 +1137,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1481,12 +1481,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e607cf600ce0", + "target": "017960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018000.json b/landing/lenses/018000.json index 72ea69cbe9bb79f43f0f856d594d66d0856e5d3e..0bec633b2b75d372ddc5452ffc6d1e970178b9f0 100644 --- a/landing/lenses/018000.json +++ b/landing/lenses/018000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 16.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 12.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018120.json b/landing/lenses/018120.json index 2075264d4733e358d124618e60361534a5cf1143..6837eb41b4b3f9aba4fb73d31a0543fe9e9e35b0 100644 --- a/landing/lenses/018120.json +++ b/landing/lenses/018120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018250.json b/landing/lenses/018250.json index 8e9b745145b511d16cdd511405af57af307156a6..b6c73f1b3a636f5193a3ad174d2fd0847400dfdd 100644 --- a/landing/lenses/018250.json +++ b/landing/lenses/018250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1042,15 +1042,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1585,88 +1585,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:dd360c331cfc", - "target": "018250", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.35 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018260.json b/landing/lenses/018260.json index 693d070bd16409e5c9689eefdb80c83f7e47ec7f..ab8f98ef8fbe7300f7d72718d2b256a9220b5f88 100644 --- a/landing/lenses/018260.json +++ b/landing/lenses/018260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018290.json b/landing/lenses/018290.json index 00e19d626b02f2c032144a6a4c8eeb5531cae26f..07beec8b0fec63272e9a900e79b68c8a0d26992f 100644 --- a/landing/lenses/018290.json +++ b/landing/lenses/018290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018310.json b/landing/lenses/018310.json index 1d8679cd7c0545b6833239af5a2a68fbf7a70b18..4b8e3de671591bf6a8bfd37273fc4c4dde3f73aa 100644 --- a/landing/lenses/018310.json +++ b/landing/lenses/018310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018470.json b/landing/lenses/018470.json index 6efd4dfa3dd863002a777104d6d554212666dbc0..dbc708749654539a229a0ec0e09e775917ea654d 100644 --- a/landing/lenses/018470.json +++ b/landing/lenses/018470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018500.json b/landing/lenses/018500.json index dae96f42997ca98c56a67a218b84c89dc3dc00e8..0bfc9bfbc3369de2c0b2dca0af342e7dc38807dd 100644 --- a/landing/lenses/018500.json +++ b/landing/lenses/018500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018620.json b/landing/lenses/018620.json index 07ca1c7c3cb30854d56e9a1b445d906f4e6a6933..289a63b5af976ed7d0efcdc20e5034a10ddfa79c 100644 --- a/landing/lenses/018620.json +++ b/landing/lenses/018620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018670.json b/landing/lenses/018670.json index 415d18a6fb3089ba0d13f6da117e179810114d84..0b9a81020634a74a28f3e496220fb6a4856aef44 100644 --- a/landing/lenses/018670.json +++ b/landing/lenses/018670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018680.json b/landing/lenses/018680.json index d0dd194881fab5f486f2128324ed74f4057bb32f..d71f94a9a27b755a99b2a8f1077e5abf53fecd64 100644 --- a/landing/lenses/018680.json +++ b/landing/lenses/018680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018700.json b/landing/lenses/018700.json index 4ca68d5b22a5cc0f5d43367a248358bcba5ff9c5..ff3a0f371a40b2fce8b891f6926bf931fc2ee349 100644 --- a/landing/lenses/018700.json +++ b/landing/lenses/018700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -139,7 +139,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -160,7 +160,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -192,7 +192,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2018", "status": "derived", @@ -421,13 +421,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -639,14 +639,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -812,7 +812,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -832,8 +832,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -890,7 +890,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018880.json b/landing/lenses/018880.json index b40ad10030b2a3e949d06d3c186d1fd9dfb4e06c..c845628a274dc21531cd5214855d725f5e20b71d 100644 --- a/landing/lenses/018880.json +++ b/landing/lenses/018880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019010.json b/landing/lenses/019010.json index 39698c036d8bb33dd31052f4e2036b8d86dede1a..4b76408bb72585b5fcf39f169a05baf53d147d00 100644 --- a/landing/lenses/019010.json +++ b/landing/lenses/019010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019170.json b/landing/lenses/019170.json index cbd92c213b59e868b53cecf44e98da326620192d..bddd90a8d9ec80e12656f728af61b560ff7c146f 100644 --- a/landing/lenses/019170.json +++ b/landing/lenses/019170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1039,15 +1039,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,13 +1191,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,12 +1441,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8e8d3ffd6fdf", + "target": "019170", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019180.json b/landing/lenses/019180.json index 3019bb80792769aa71361b21af57a674d04ec99f..acb2da776b49ec4c486787f7392ea2ac437d9cf9 100644 --- a/landing/lenses/019180.json +++ b/landing/lenses/019180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.61, + "grade": "dCR-A-", + "score": 18.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 16.72, + "grade": "dCR-BBB+", + "score": 19.39, "assumptions": { "scenarioStress": "moderate" } @@ -841,7 +841,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -910,10 +910,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:007e44421229", + "target": "019180", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019210.json b/landing/lenses/019210.json index 753be16918fc28acb224d754925886383859ea27..22f4b388819e37419ce84fc81d3b728e18df33cc 100644 --- a/landing/lenses/019210.json +++ b/landing/lenses/019210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 28.99, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.99, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 28.99, + "score": 30.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.03, + "grade": "dCR-BBB-", + "score": 32.03, "assumptions": { "scenarioStress": "moderate" } @@ -836,6 +836,11 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -927,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/019440.json b/landing/lenses/019440.json index 4ddbeb4b7fc7bb734da436a42684f6bc670ccb8d..5de4bef932c312391937b76917971cf36e568069 100644 --- a/landing/lenses/019440.json +++ b/landing/lenses/019440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -787,10 +787,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -805,10 +805,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -819,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -827,7 +827,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -843,7 +843,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -859,7 +859,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019490.json b/landing/lenses/019490.json index 698a95fc090035aad8e2273801a4984cdbce867f..8722731864fd30a839568feabf7b06a2ff15e230 100644 --- a/landing/lenses/019490.json +++ b/landing/lenses/019490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 265.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 255.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-21", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019540.json b/landing/lenses/019540.json index 6da247b9fd3dfea6fd49f3962fdc7931e64506ea..b6d179b2f803361ad786e06d39ff369bd0c450fe 100644 --- a/landing/lenses/019540.json +++ b/landing/lenses/019540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,12 +1600,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f723ee8a7baa", + "target": "019540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.417 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019550.json b/landing/lenses/019550.json index cf3c193edb12a46653ea40888128e861acf849b4..d508caafa2609dd43959453b3b19f5be72941160 100644 --- a/landing/lenses/019550.json +++ b/landing/lenses/019550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,14 +609,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -736,10 +736,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -755,7 +755,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -808,7 +808,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019570.json b/landing/lenses/019570.json index 2caed8022c39cbb4b2b06c7a2dea5ea4171cd66a..d2b60f87072f350e93a08e40f91c743e53f50f4c 100644 --- a/landing/lenses/019570.json +++ b/landing/lenses/019570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -71,7 +71,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 25.7, + "value": 18768.78, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -284,7 +284,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 25.7, + "value": 18768.78, "unit": "%" }, { @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -391,7 +391,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 25.7, + "currentValue": 18768.78, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -533,7 +533,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 25.7, + "value": 18768.78, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -608,216 +608,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.58, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 4.02, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.8, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 65.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 9.75, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 57.74, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 8.66, - "sourceRef": "axes.유동성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019570/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019570/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019570/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019570/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019570/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 28.37, 가중치 25%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019570/axes/자본구조", - "status": "derived", - "detail": "위험점수 4.02, 가중치 20%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019570/axes/유동성", - "status": "derived", - "detail": "위험점수 57.74, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019570/axes/현금흐름", - "status": "derived", - "detail": "위험점수 65.00, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019570/axes/사업안정성", - "status": "derived", - "detail": "위험점수 45.00, 가중치 10%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019570/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.58, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.36, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -825,85 +685,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 18.43, - "grade": "A-", - "pdEstimate": 0.08 + "score": 26.13, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2025", - "score": 24.77, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 29.14, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2024", - "score": 32.84, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 0.0, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2023", - "score": 23.85, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 0.0, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2022", - "score": 3.59, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.81, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2021", - "score": 5.52, - "grade": "AA", - "pdEstimate": 0.02 + "score": 8.9, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2020", - "score": 31.46, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 13.62, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2019", - "score": 1.14, + "score": 0.36, "grade": "AAA", "pdEstimate": 0.0 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, - "eCR": "eCR-6", - "pdEstimate": 0.4, + "eCR": null, + "pdEstimate": null, "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 65점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "divergenceExplanation": [] } }, "industry": { @@ -916,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1082,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +973,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1232,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,7 +1231,7 @@ }, "statusCounts": { "partial": 4, - "usable": 1 + "blocked": 1 }, "gaps": [ { @@ -1392,10 +1242,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { diff --git a/landing/lenses/019660.json b/landing/lenses/019660.json index 20d64e64aec5fd583622eb3de6fafd9a724094e3..45e94a4e232d9160b358cf512dd4f091e43c3381 100644 --- a/landing/lenses/019660.json +++ b/landing/lenses/019660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 12.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 13.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019680.json b/landing/lenses/019680.json index 635b68645819ec7734b0e86ccd538c560d20bede..8bf3329eb9a48cf3773b9fc32e2869a460290e58 100644 --- a/landing/lenses/019680.json +++ b/landing/lenses/019680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 11.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 11.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2024", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2024", "status": "observed", @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019770.json b/landing/lenses/019770.json index e6dacd56a8d0d5b4c83eeebceb8a7ef5a4f9d3c0..ef92b7a412f99bfabc5e5d13b772ef6faa5f7569 100644 --- a/landing/lenses/019770.json +++ b/landing/lenses/019770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019990.json b/landing/lenses/019990.json index aa03439452885fdfd149df3365e7ee038f76a9ee..84a33c92762f34a3e830937c21f90608e4bbcecd 100644 --- a/landing/lenses/019990.json +++ b/landing/lenses/019990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020000.json b/landing/lenses/020000.json index d334458fe8355879f3fbe78700d6802ea1d937af..8781dd9561c9d535a56bed59b9458e6d0f2b59d8 100644 --- a/landing/lenses/020000.json +++ b/landing/lenses/020000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.035, + "score": 0.03, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020120.json b/landing/lenses/020120.json index 6fe7e51124cbda287f300c0cad602b9bae75c417..39285797ae952a7d69d5fe8ee02e1e1cae7f7218 100644 --- a/landing/lenses/020120.json +++ b/landing/lenses/020120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020150.json b/landing/lenses/020150.json index d1d45cde173b1f8bb56f3559503707f3a6282053..e08923de9a45e529bfc3e9673c920724b2dc760a 100644 --- a/landing/lenses/020150.json +++ b/landing/lenses/020150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020180.json b/landing/lenses/020180.json index b48561f0127a308f59cb3bde3d7f8c4bdc3e9e0b..e8d7da051a5e2287278ebd65df32ebb4ac94bd36 100644 --- a/landing/lenses/020180.json +++ b/landing/lenses/020180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-07-24", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-24", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-24", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-07-24", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0203K0.json b/landing/lenses/0203K0.json index 07e5720e42f88cac9e2540350fb229b080544a2d..f2bcde32d92e0784a4c4a0b246f95bbef8b53e47 100644 --- a/landing/lenses/0203K0.json +++ b/landing/lenses/0203K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/020400.json b/landing/lenses/020400.json index 4d400576bd85ca5fa5835f7193ddabc4c5fcb438..b47049be000a0a4cdaa58d2d9a8588e64b8a3796 100644 --- a/landing/lenses/020400.json +++ b/landing/lenses/020400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 76점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 15.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 20.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 243.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020560.json b/landing/lenses/020560.json index ee9f1c7a7d7a35051e5dc4927d51a85b4c0e0dfa..cb0d9eb2e1faa116f4f267eb65c96f5d256bfc0c 100644 --- a/landing/lenses/020560.json +++ b/landing/lenses/020560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020710.json b/landing/lenses/020710.json index 36519430b972c644070beb284c141a4c4816b9af..93da01eb1c0ecdae721f80ba948417a3f2cde264 100644 --- a/landing/lenses/020710.json +++ b/landing/lenses/020710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:08b305d8b1c1", + "target": "020710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/020760.json b/landing/lenses/020760.json index 4764829f5857abbcfa9f85a1e4fe46e3c1b8a85c..8352d2a3fbff100e0c9988a67d887324e283a64c 100644 --- a/landing/lenses/020760.json +++ b/landing/lenses/020760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-11", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-11", "period": "2025", "status": "derived", @@ -1145,9 +1145,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-11", "period": "2025", "status": "observed", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021040.json b/landing/lenses/021040.json index 20afda26d7cea5bcafc9a21c1f2f6c02c05c426b..7e5f8dd97ac06533bb5b6229c2b1567bc2848b46 100644 --- a/landing/lenses/021040.json +++ b/landing/lenses/021040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 47.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,45 +650,45 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 25.0, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 24.61, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 3.75, - "sourceRef": "axes.현금흐름" + "weight": 30, + "contribution": 7.38, + "sourceRef": "axes.채무상환능력" }, { "id": "axis.유동성", "label": "유동성", - "value": 51.01, + "value": 46.32, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 7.65, + "contribution": 6.95, "sourceRef": "axes.유동성" }, { "id": "axis.자본구조", "label": "자본구조", - "value": 46.93, + "value": 40.28, "unit": "riskScore", "direction": "negative", - "weight": 20, - "contribution": 9.39, + "weight": 15, + "contribution": 6.04, "sourceRef": "axes.자본구조" } ], "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "label": "자본구조는 레버리지 부담이 있다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,21 +764,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/021040/axes/채무상환능력", "status": "derived", - "detail": "위험점수 39.35, 가중치 25%" + "detail": "위험점수 24.61, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/021040/axes/자본구조", "status": "derived", - "detail": "위험점수 46.93, 가중치 20%" + "detail": "위험점수 40.28, 가중치 15%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/021040/axes/유동성", "status": "derived", - "detail": "위험점수 51.01, 가중치 15%" + "detail": "위험점수 46.32, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 47.1, + "grade": "dCR-BB", + "score": 38.29, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 48.14, + "grade": "dCR-BB", + "score": 39.31, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -856,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 51.89, - "grade": "B+", - "pdEstimate": 4.0 + "score": 35.97, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2025", - "score": 52.65, - "grade": "B+", - "pdEstimate": 4.0 + "score": 36.51, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2024", - "score": 61.52, - "grade": "B", - "pdEstimate": 7.0 + "score": 45.27, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2023", - "score": 62.0, - "grade": "B-", - "pdEstimate": 10.0 + "score": 51.84, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 66.49, - "grade": "B-", - "pdEstimate": 10.0 + "score": 59.6, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2021", - "score": 59.34, - "grade": "B", - "pdEstimate": 7.0 + "score": 43.99, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2020", - "score": 30.84, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 25.04, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2019", - "score": 37.54, - "grade": "BB", - "pdEstimate": 1.5 + "score": 22.7, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { @@ -911,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ - "유동성 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 21.26%). 최근 주가 하락이 반영된 결과", + "유동성 축이 46점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021050.json b/landing/lenses/021050.json index 019cf456f15dca02e9394f05004bd963d166baf1..2356ad292b8e3cac478e30d9c075b4ce1b8f586c 100644 --- a/landing/lenses/021050.json +++ b/landing/lenses/021050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,10 +1292,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021080.json b/landing/lenses/021080.json index 265ff7f156ec824f03462f9ee18bf59faed4b47a..84b95a8c4fe91970ce9d2d9861f3694e9ab9fa71 100644 --- a/landing/lenses/021080.json +++ b/landing/lenses/021080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -935,8 +935,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -955,8 +955,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021240.json b/landing/lenses/021240.json index 164125b519fde9287ac6a3f3fbb511a8e7acdc04..d023808750d1f2445c3634f81723b356abb2d7cb 100644 --- a/landing/lenses/021240.json +++ b/landing/lenses/021240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021320.json b/landing/lenses/021320.json index 11e662676ca37aa43223fc1a9239ea1a49a0c0c4..47300a6a2400aa9bfd348df923e300d43370d5c4 100644 --- a/landing/lenses/021320.json +++ b/landing/lenses/021320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021650.json b/landing/lenses/021650.json index bf5325bec588045444cff25d3664638447f3fbd7..bd9dd43091e019a4342ed2b769422f85d45eb645 100644 --- a/landing/lenses/021650.json +++ b/landing/lenses/021650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5e46ba2c4946", - "target": "021650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.452 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/021820.json b/landing/lenses/021820.json index 3d0bb0d59eabdfa38ede330d22f195e8de07dcd4..b3275a4e5bfa60ff19d5018694576d9fb63cbed1 100644 --- a/landing/lenses/021820.json +++ b/landing/lenses/021820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -728,10 +728,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -747,10 +747,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -778,7 +778,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021880.json b/landing/lenses/021880.json index 690036aea222825866c87e65439204515f4e99cc..b1942d56ac2dc94d325fa5eb64e50830dcf34510 100644 --- a/landing/lenses/021880.json +++ b/landing/lenses/021880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -384,13 +384,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -490,14 +490,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -617,10 +617,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -636,10 +636,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -659,7 +659,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -667,7 +667,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021960.json b/landing/lenses/021960.json index 68b71e64e4dd1a897509d91cd65b03a9d40de54b..55d0b830c7ef57d940934f83748cdaf5420412e4 100644 --- a/landing/lenses/021960.json +++ b/landing/lenses/021960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022100.json b/landing/lenses/022100.json index 75934e996a7dd3cf953a85cf4cbd2760de98096f..2ef423b07fc8011edf65317758e06df5ffe55212 100644 --- a/landing/lenses/022100.json +++ b/landing/lenses/022100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 3.52, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AAA", + "summary": "dCR 위험점수 2.80, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -643,19 +643,19 @@ "value": 0.0, "unit": "riskScore", "direction": "positive", - "weight": 25, + "weight": 30, "contribution": 0.0, "sourceRef": "axes.채무상환능력" }, { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", + "id": "axis.유동성", + "label": "유동성", "value": 0.0, "unit": "riskScore", "direction": "positive", - "weight": 10, + "weight": 15, "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" + "sourceRef": "axes.유동성" }, { "id": "axis.사업안정성", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,21 +762,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/022100/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" + "detail": "위험점수 0.00, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/022100/axes/자본구조", "status": "derived", - "detail": "위험점수 1.46, 가중치 20%" + "detail": "위험점수 0.81, 가중치 15%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/022100/axes/유동성", "status": "derived", - "detail": "위험점수 0.95, 가중치 15%" + "detail": "위험점수 0.00, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 3.52, + "grade": "dCR-AAA", + "score": 2.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 3.81, + "grade": "dCR-AAA", + "score": 2.97, "assumptions": { "scenarioStress": "moderate" } @@ -849,51 +849,51 @@ "gradeHistory": [ { "period": "2026", - "score": 3.61, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 1.19, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2025", - "score": 1.44, + "score": 0.49, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 2.92, + "score": 1.03, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 4.72, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.18, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2022", - "score": 22.97, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 20.12, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2021", - "score": 40.17, + "score": 37.82, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2020", - "score": 13.43, - "grade": "A", - "pdEstimate": 0.06 + "score": 11.06, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2019", - "score": 6.15, - "grade": "AA", - "pdEstimate": 0.02 + "score": 3.23, + "grade": "AA+", + "pdEstimate": 0.01 } ], "coverage": { @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.01, + "pdEstimate": 0.0, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022220.json b/landing/lenses/022220.json index bf33f5b6eaffb325d39442cc0a604dbbedd1f0a5..9f250debd6ac3ae715fc23d34a57ba3353167ae5 100644 --- a/landing/lenses/022220.json +++ b/landing/lenses/022220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023000.json b/landing/lenses/023000.json index 6dfa9356110459807cffe2b427bab74b43ad7204..bc3449a759614ae0b9f16b8017972e4b77a1780c 100644 --- a/landing/lenses/023000.json +++ b/landing/lenses/023000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023150.json b/landing/lenses/023150.json index 154f93e39a45b0d6d6273c699c71975b39f94585..af70a02371730c5f290fb24fcd682d80890204c2 100644 --- a/landing/lenses/023150.json +++ b/landing/lenses/023150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1503,88 +1503,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:985d8891a86c", - "target": "023150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.757 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023160.json b/landing/lenses/023160.json index f8cf88fe88c795ea3d01f6bff5b00dc5708cbdf5..f1ea35b9f5dc367e931b00648d727885ca6b69cc 100644 --- a/landing/lenses/023160.json +++ b/landing/lenses/023160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1076,15 +1076,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.125, + "score": 0.12, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023350.json b/landing/lenses/023350.json index 3d6495dd6b1fb1ddfa710c12e883e6c8afd2e075..119f27a102f447f72ced047958dbf9ad254834dc 100644 --- a/landing/lenses/023350.json +++ b/landing/lenses/023350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023410.json b/landing/lenses/023410.json index 74b1b6bc1bb642eda29edb008e5c0d92069617d8..6a86e46b08f84a5e64db4dc23ceeaec08041ef73 100644 --- a/landing/lenses/023410.json +++ b/landing/lenses/023410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023440.json b/landing/lenses/023440.json index 9b47bdaf05caf081d852f4a0cd7df0d4765c0a0d..e37a904c9b2e2101adde350bbb7b4ad68cf4984c 100644 --- a/landing/lenses/023440.json +++ b/landing/lenses/023440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 83점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.69%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023450.json b/landing/lenses/023450.json index b0388e46bb91f604dc68980bc33ae2e40aa3a22d..8257651b1529fe6f72c31c6bc68b0890e8795585 100644 --- a/landing/lenses/023450.json +++ b/landing/lenses/023450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023460.json b/landing/lenses/023460.json index d22f9d524165962a0094ab4d03cef52ed9b81c00..51f274a76f3356244423ce5678d3d5c25610b9b5 100644 --- a/landing/lenses/023460.json +++ b/landing/lenses/023460.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/023530.json b/landing/lenses/023530.json index 80e41c8112da8cadd647a9713c17b7be521b8b04..ca8f5e24ab9c99643ede3452529ca40c2e9155ac 100644 --- a/landing/lenses/023530.json +++ b/landing/lenses/023530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023590.json b/landing/lenses/023590.json index f66b97aa44c1e3f7067372b1247c144604b39d4a..23126f27f65e23a000586c15a0170d4a0b884b2e 100644 --- a/landing/lenses/023590.json +++ b/landing/lenses/023590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1159,8 +1159,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1195,7 +1195,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1251,10 +1251,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1270,10 +1270,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023600.json b/landing/lenses/023600.json index eeaedc37709bad8f3349e82b819a914d274aec2d..308361898c1bcf1832e83070a908269d0f27fb0a 100644 --- a/landing/lenses/023600.json +++ b/landing/lenses/023600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023760.json b/landing/lenses/023760.json index ee6034b6a39b83db961acfc04d5a6c1c0845a7e4..de5886213b458aa0a0cf1aecc0ae164694da5af6 100644 --- a/landing/lenses/023760.json +++ b/landing/lenses/023760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-29", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,7 +669,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-29", "period": "2025", "status": "derived", @@ -691,7 +691,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-29", "period": "2025", "status": "observed", @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1086,7 +1086,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,7 +1126,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-29", "period": "2025", "status": "observed", diff --git a/landing/lenses/023770.json b/landing/lenses/023770.json index f34854fce9e3e6383880d3be56050a2bbbc6512a..f406dddd4e75728ca53347bb5d5c867377f5bd4a 100644 --- a/landing/lenses/023770.json +++ b/landing/lenses/023770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 25.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,14 +652,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 4.01, + "id": "axis.유동성", + "label": "유동성", + "value": 4.35, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.8, - "sourceRef": "axes.자본구조" + "weight": 15, + "contribution": 0.65, + "sourceRef": "axes.유동성" }, { "id": "axis.사업안정성", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/023770/axes/자본구조", "status": "derived", - "detail": "위험점수 4.01, 가중치 20%" + "detail": "위험점수 6.01, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 25.53, + "score": 26.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 26.04, + "score": 26.68, "assumptions": { "scenarioStress": "moderate" } @@ -853,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 11.33, + "score": 12.78, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2025", - "score": 27.93, + "score": 28.93, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2024", - "score": 46.22, + "score": 47.36, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2023", - "score": 38.05, + "score": 39.37, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2022", - "score": 32.22, + "score": 32.58, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2021", - "score": 28.07, + "score": 30.87, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2020", - "score": 26.05, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 29.09, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2019", - "score": 53.62, + "score": 54.21, "grade": "B+", "pdEstimate": 4.0 } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023790.json b/landing/lenses/023790.json index fe98c198e40a3f1b52ea81e6e75220b49008b2d7..d424cae02ec20de69f643d7db1764ed133d666c6 100644 --- a/landing/lenses/023790.json +++ b/landing/lenses/023790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 48.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 49.15%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023800.json b/landing/lenses/023800.json index 264f1c1d4a0d98a370a4190b73fa71affe4300ed..ec88aacbc7594697134f93dbc8057a88ee73dab9 100644 --- a/landing/lenses/023800.json +++ b/landing/lenses/023800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:73d275dce8dd", + "target": "023800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023810.json b/landing/lenses/023810.json index d324eccda345376640f4455c421f97f7f01157bd..5251db47001e4244be5454799b779ad4dc6e105d 100644 --- a/landing/lenses/023810.json +++ b/landing/lenses/023810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 11.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023900.json b/landing/lenses/023900.json index e1ed483986e75bffc88c128e65c0abece815a848..9942cfb7068958e3e6cb947d39b4a97b57ac921a 100644 --- a/landing/lenses/023900.json +++ b/landing/lenses/023900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9b241790611a", + "target": "023900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.739 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023910.json b/landing/lenses/023910.json index e19b23f4d3dd26324726bf165328bc1df83aa7ca..30c0de708ba7e92572ccb7f91ca6ab4a3c500462 100644 --- a/landing/lenses/023910.json +++ b/landing/lenses/023910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023960.json b/landing/lenses/023960.json index c2a5fe2cc578263b8995da0193ae466f949f02c5..3440a5450b0de14c264e47077ef3e55670c22be5 100644 --- a/landing/lenses/023960.json +++ b/landing/lenses/023960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024060.json b/landing/lenses/024060.json index 41db5a4cb7714e1209fdef67c5c08f7b1aa366c1..ab65f49310a07791ca2127cfcdb177374e151d60 100644 --- a/landing/lenses/024060.json +++ b/landing/lenses/024060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024070.json b/landing/lenses/024070.json index 01182db4ab30f7faf0137e4c5ca34ee7cf08468c..89a3993ee2f6110dce8b4b9e410fd04cf2c232c9 100644 --- a/landing/lenses/024070.json +++ b/landing/lenses/024070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024090.json b/landing/lenses/024090.json index ff4a6d73f1a7e9d65f16e8fc0fb02deb1315b73b..ef2d99975a8dbb0a145330927e8d6ba719a935a2 100644 --- a/landing/lenses/024090.json +++ b/landing/lenses/024090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024110.json b/landing/lenses/024110.json index 38ea583e3ec0c9f53fd006d6934a19f5727257db..6d91d24cf4b8ea2dc4aa5e213f78fa24d68f3ce5 100644 --- a/landing/lenses/024110.json +++ b/landing/lenses/024110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,22 +40,32 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { "label": "재무 취약 신호", - "summary": "4개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 OCF/순이익, 부채비율입니다. 필수 분석 영역은 2/4개가 관측됐습니다." + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 영업이익률입니다. 확인할 위험은 OCF/순이익, 부채비율입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", - "score": 50.0, + "score": 75.0, "method": "requiredDomainCoverage" }, "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 967.54, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.marginTrend", + "period": "2025" + }, { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", @@ -104,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -137,9 +147,57 @@ ], "value": -111.15, "unit": "%" + }, + { + "id": "analysis.operatingMargin", + "label": "영업이익률", + "comparisonKey": "profitability", + "basis": "companyFundamentals", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2026", + "earliestPeriod": "2024", + "periods": [ + "2024", + "2025", + "2026" + ], + "blockPeriods": { + "representative": [ + "2024", + "2025", + "2026" + ] + }, + "blockLatestPeriods": { + "representative": "2026" + }, + "mixedPeriods": false, + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://analysis/024110/representative.blocks.earnings.marginTrend", + "evidenceRefs": [ + "analysis.earnings.marginTrend" + ], + "falsifierRefs": [ + "marginBreak" + ], + "value": 967.54, + "unit": "%" } ], "evidence": [ + { + "id": "analysis.earnings.marginTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/024110/representative.blocks.earnings.marginTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, { "id": "analysis.earnings.growthTrend", "kind": "calculationBlock", @@ -171,12 +229,6 @@ ], "assumptions": [], "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.earnings.marginTrend" - }, { "id": "analysis.quality.earningsQualityFlags", "status": "partial", @@ -185,6 +237,14 @@ } ], "scenarios": [ + { + "id": "marginCompression", + "label": "영업이익률이 현재보다 3%p 하락", + "currentValue": 967.54, + "unit": "%", + "driverRef": "operatingMargin", + "sourceRef": "representative.assessment.drivers.operatingMargin" + }, { "id": "coverageStress", "label": "이자보상배율이 1배 아래로 하락", @@ -195,6 +255,11 @@ } ], "falsifiers": [ + { + "id": "marginBreak", + "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", + "driverRef": "operatingMargin" + }, { "id": "cashConversionBreak", "condition": "영업현금 전환 방향이 정상화되거나 추가 악화되면 현금 전환 결론을 다시 평가합니다.", @@ -220,11 +285,11 @@ "resilience", "quality" ], - "observedRequiredDomains": 2, + "observedRequiredDomains": 3, "domainCoverage": { "earnings": { - "status": "partial", - "observed": 1, + "status": "observed", + "observed": 2, "expected": 2 }, "cash": { @@ -243,16 +308,16 @@ "expected": 1 } }, - "observedComponents": 4, + "observedComponents": 5, "totalComponents": 6, "components": [ { "id": "earnings.marginTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + "reason": "계산 근거를 확보했습니다." }, { "id": "earnings.growthTrend", @@ -298,9 +363,19 @@ }, "assessment": { "label": "재무 취약 신호", - "summary": "4개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 OCF/순이익, 부채비율입니다.", - "score": -3, + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 영업이익률입니다. 확인할 위험은 OCF/순이익, 부채비율입니다.", + "score": -2, "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 967.54, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.marginTrend", + "period": "2025" + }, { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", @@ -341,7 +416,9 @@ "period": "2025" } ], - "positiveDrivers": [], + "positiveDrivers": [ + "영업이익률" + ], "negativeDrivers": [ "OCF/순이익", "부채비율", @@ -357,124 +434,66 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { "label": "등급 산출 불가", - "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 7/10)." + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { "level": "blocked", - "score": 70.0, + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 11.89, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 1.78, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 58.84, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 8.83, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 58.74, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 17.62, - "sourceRef": "axes.채무상환능력" - } - ], + "drivers": [], "claims": [], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/024110/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 58.74, 가중치 30%" - }, + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/024110/axes/자본구조", - "status": "derived", - "detail": "위험점수 58.84, 가중치 15%" + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/024110/axes/유동성", - "status": "derived", - "detail": "위험점수 11.89, 가중치 15%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/024110/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.현금흐름", + "id": "credit.axis.회계자산위험 프록시", "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름" + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { - "id": "credit.axis.사업안정성", + "id": "credit.axis.유동성", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성" + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { "id": "credit.calibration", "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 7/10).", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", "sourceRef": "blockedReason" } ], @@ -492,11 +511,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -505,32 +519,13 @@ "axes", "metricsHistory" ], - "gradeHistory": [ - { - "period": "2026", - "score": 95.0, - "grade": "D", - "pdEstimate": 100.0 - }, - { - "period": "2025", - "score": 88.11, - "grade": "C", - "pdEstimate": 40.0 - }, - { - "period": "2024", - "score": 88.53, - "grade": "C", - "pdEstimate": 40.0 - } - ], + "gradeHistory": [], "coverage": { - "validAxes": 4, - "totalAxes": 7, - "validWeight": 70.0, - "totalWeight": 100.0, - "weightCoverage": 70.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, "eCR": null, "pdEstimate": null, @@ -548,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -675,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -721,7 +716,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -763,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -874,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1027,13 +1022,6 @@ "usable": 1 }, "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.earnings.marginTrend", - "engine": "analysis" - }, { "id": "analysis.quality.earningsQualityFlags", "status": "partial", @@ -1042,30 +1030,44 @@ "engine": "analysis" }, { - "id": "credit.axis.현금흐름", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", "engine": "credit" }, { - "id": "credit.axis.사업안정성", + "id": "credit.axis.유동성", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", "engine": "credit" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", "engine": "credit" }, { "id": "credit.calibration", "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 7/10).", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", "sourceRef": "blockedReason", "engine": "credit" }, diff --git a/landing/lenses/024120.json b/landing/lenses/024120.json index 0ba5e19f93106eed71c983b6819c1288432f5b0e..7d5cc80eb3d28101cfea78ddb3ca5953241c2bd5 100644 --- a/landing/lenses/024120.json +++ b/landing/lenses/024120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024720.json b/landing/lenses/024720.json index 34346a0b2bf0646dc22d03033a23444b176a46cd..1b8dd2785d5ad6d6e546d04e868e7c7e35da6342 100644 --- a/landing/lenses/024720.json +++ b/landing/lenses/024720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024740.json b/landing/lenses/024740.json index 02fa030464f9eeef2c64875000d3b5f49a7da518..82d34d96146c99f37abfc7e247a3a77a35df5244 100644 --- a/landing/lenses/024740.json +++ b/landing/lenses/024740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024800.json b/landing/lenses/024800.json index e727cbd6c49f715c6fd9b1e3602b2be77a7d271c..a639ce722754fd647227e3bbc28a53f6b71bdeb7 100644 --- a/landing/lenses/024800.json +++ b/landing/lenses/024800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,15 +1087,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.03, + "score": -0.035, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024810.json b/landing/lenses/024810.json index 4bf1d0b7e06e17bef6f517b45a6bf7b9f85699c6..ef74c424dda85e7ee66f18fa1f6517356c7790c8 100644 --- a/landing/lenses/024810.json +++ b/landing/lenses/024810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-09", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-09", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-09", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024830.json b/landing/lenses/024830.json index e874ea97b195d36ae62aca0f0774981bb661a71f..474ff03155d07caa8f981fa28123dd00bd976437 100644 --- a/landing/lenses/024830.json +++ b/landing/lenses/024830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,10 +1155,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1173,10 +1173,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024840.json b/landing/lenses/024840.json index ff1be4cb6071d51fa6f4e6398b44821df03e4364..b47866134668e01fd2d5dbb49aed68d3e41c4609 100644 --- a/landing/lenses/024840.json +++ b/landing/lenses/024840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024850.json b/landing/lenses/024850.json index c6d6bf3567687a8bf11ec32c513addbd5d372c90..e75109cb698ad54a1c06ea128818cd299f264eac 100644 --- a/landing/lenses/024850.json +++ b/landing/lenses/024850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.42, + "score": -0.425, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1491,7 +1491,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1513,7 +1513,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1531,8 +1531,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024880.json b/landing/lenses/024880.json index 22d4926b0db95f6162f7ec41bcb302587bde861c..f6aa5241d48cc36499884ac5688405ff8da3d133 100644 --- a/landing/lenses/024880.json +++ b/landing/lenses/024880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 6.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024890.json b/landing/lenses/024890.json index c33aacec8bac5678eaf407aa7be5c2cb850c05ea..39cecca1c5ac2256ba7bfde8ca181eef6d08723f 100644 --- a/landing/lenses/024890.json +++ b/landing/lenses/024890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 21.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 23.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 77.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024900.json b/landing/lenses/024900.json index b34754661a228ecdbf9c503eff8215603610afc7..f36b46013460a644e0cd424c19056ef5fa874125 100644 --- a/landing/lenses/024900.json +++ b/landing/lenses/024900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 6.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 7.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024910.json b/landing/lenses/024910.json index fa99eb135cd4af6b97ee7b74ea5b77e70249c3e9..d23714576ad61f58371c5d77066cb524a89eb4dc 100644 --- a/landing/lenses/024910.json +++ b/landing/lenses/024910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,12 +1466,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:afc18a2f5999", + "target": "024910", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.444 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024940.json b/landing/lenses/024940.json index 9ccad7bc7c487d3b03225fcdad5f15da5257d0ce..b2952d38cba08525792f0c093b84cb5b1932799b 100644 --- a/landing/lenses/024940.json +++ b/landing/lenses/024940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024950.json b/landing/lenses/024950.json index c7ab89c61df03601289758a65d4fa460606d06a2..5c131d87882faf47017adada59df26686b078401 100644 --- a/landing/lenses/024950.json +++ b/landing/lenses/024950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 필수소비재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025000.json b/landing/lenses/025000.json index 144182e75ecbb43a5204b31f1ef1784383fcf975..b085224cd996fd991a7663ac039051e4c4ecf976 100644 --- a/landing/lenses/025000.json +++ b/landing/lenses/025000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025320.json b/landing/lenses/025320.json index 340208356e97837a57de955c43a353dfbe038536..4dbde4df7f1a24f131b00c14d4be06f34e248168 100644 --- a/landing/lenses/025320.json +++ b/landing/lenses/025320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025440.json b/landing/lenses/025440.json index c28a1fb2c2d3e90995d5d1288708cdbb82c61573..f2231e8e24cb9fe65993deaf07cce2bf152d98d8 100644 --- a/landing/lenses/025440.json +++ b/landing/lenses/025440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025530.json b/landing/lenses/025530.json index e520f1a52bde15666ef7e896dc00d3d0c8558a37..01ca97287f64289344430c25b93d162d503f6904 100644 --- a/landing/lenses/025530.json +++ b/landing/lenses/025530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025540.json b/landing/lenses/025540.json index c29668c3a921a83c34f5c04d99916c622d4eecc6..42bbedfc94cc7d48083cc6ddb046601f7f5e4fc3 100644 --- a/landing/lenses/025540.json +++ b/landing/lenses/025540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025550.json b/landing/lenses/025550.json index 70f9c8b67c05e6f4399e09dce9908d3955e6aff8..8d7f8741174a1789b8843079be6cad454acde51f 100644 --- a/landing/lenses/025550.json +++ b/landing/lenses/025550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,14 +617,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -744,10 +744,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -763,10 +763,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -786,7 +786,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025560.json b/landing/lenses/025560.json index 4ed118182f6bdb288fa92d9e9891b8099d735448..7d50258453f9a6334a97d99122b2e41debfcd46c 100644 --- a/landing/lenses/025560.json +++ b/landing/lenses/025560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025620.json b/landing/lenses/025620.json index 9698d3c3bff9f75aebc18c4a4f959bb5f6fe715d..99f92560bce12725bc0f181a6169480ed86f4caa 100644 --- a/landing/lenses/025620.json +++ b/landing/lenses/025620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025750.json b/landing/lenses/025750.json index 684ecbdf8e9b991343346db01bb3fbc8fd5f2662..b7fb9b84f732458a09517b10d1030fc9f69e09a8 100644 --- a/landing/lenses/025750.json +++ b/landing/lenses/025750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025770.json b/landing/lenses/025770.json index eebaae0aadb539802227b332419fbc4a48f6523f..a304d0a2e5c92f164e4a0ffda3a4e0be8e7fc9eb 100644 --- a/landing/lenses/025770.json +++ b/landing/lenses/025770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 9.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 8.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,7 +651,7 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 0.03, + "value": 0.02, "unit": "riskScore", "direction": "positive", "weight": 25, @@ -671,11 +671,11 @@ { "id": "axis.유동성", "label": "유동성", - "value": 31.01, + "value": 30.0, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.65, + "contribution": 4.5, "sourceRef": "axes.유동성" } ], @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,21 +763,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/025770/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.03, 가중치 25%" + "detail": "위험점수 0.02, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/025770/axes/자본구조", "status": "derived", - "detail": "위험점수 1.85, 가중치 20%" + "detail": "위험점수 0.76, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/025770/axes/유동성", "status": "derived", - "detail": "위험점수 31.01, 가중치 15%" + "detail": "위험점수 30.00, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 9.19, + "score": 8.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 9.44, + "score": 8.55, "assumptions": { "scenarioStress": "moderate" } @@ -850,51 +850,51 @@ "gradeHistory": [ { "period": "2026", - "score": 8.82, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 2.72, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2025", - "score": 1.72, + "score": 0.45, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 18.64, + "score": 17.44, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2023", - "score": 2.35, + "score": 0.59, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 19.43, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 17.61, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2021", - "score": 3.6, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 1.16, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2020", - "score": 4.4, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.93, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2019", - "score": 3.93, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 1.15, + "grade": "AAA", + "pdEstimate": 0.0 } ], "coverage": { @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1482,12 +1482,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:af0076bbca15", + "target": "025770", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.977 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025820.json b/landing/lenses/025820.json index 90b40e461b583dc9aa4dcca5d6ea72f9a5db8a13..794a6d895776ae9d759b30abfd7b9e0eeba489e7 100644 --- a/landing/lenses/025820.json +++ b/landing/lenses/025820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025860.json b/landing/lenses/025860.json index 504e9ef09b2aa6d1aeaeff18cdd376d10b0bd550..1c6f472484aed911cbadd9164e87adb142f33b5e 100644 --- a/landing/lenses/025860.json +++ b/landing/lenses/025860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025870.json b/landing/lenses/025870.json index c2bc0ab03977bc8b24a7a7e15f9f9090a5572834..a16a74447d79afcf82dec36d55523876e9342d90 100644 --- a/landing/lenses/025870.json +++ b/landing/lenses/025870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,88 +1551,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6caad5ab5686", - "target": "025870", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025880.json b/landing/lenses/025880.json index 3ec715edbf0423b8cfc4c3988deef023ddb47766..cb197677729d5514379d31ab2e69e83fc7795278 100644 --- a/landing/lenses/025880.json +++ b/landing/lenses/025880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f9f4de17c5d7", + "target": "025880", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025890.json b/landing/lenses/025890.json index 6c5056e4dce361b9fbcf87ee9bf0602f8cd6d32d..2b52ce32a9a7e5e4b70541c6620f2128ab60449e 100644 --- a/landing/lenses/025890.json +++ b/landing/lenses/025890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,10 +1173,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025900.json b/landing/lenses/025900.json index c601ef4f9e4813a6508b31cfae3906d044fe8310..e77a74e6160e29048754f23afefc2080733b7b81 100644 --- a/landing/lenses/025900.json +++ b/landing/lenses/025900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1067,19 +1067,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1100,8 +1100,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,17 +1146,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1191,7 +1191,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1225,7 +1225,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1234,7 +1234,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1247,10 +1247,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1266,10 +1266,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,88 +1469,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2f95f3adfa38", - "target": "025900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025950.json b/landing/lenses/025950.json index 4125279670c448ec89b5c12136c73c21f4e32b41..d81584649021697fca010a6486ecbcdb12cc628f 100644 --- a/landing/lenses/025950.json +++ b/landing/lenses/025950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025980.json b/landing/lenses/025980.json index 00aba13c689788610cc5f9309f462767571b43ec..6db51f9f3b2b04131f50120ea681eba6cd620db8 100644 --- a/landing/lenses/025980.json +++ b/landing/lenses/025980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 22.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 73.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026040.json b/landing/lenses/026040.json index a3e81ccbbe3d723dee2c3140c290550876ac98a6..b1ba54171fa32a698acc59f1cd5aa1d963d515ea 100644 --- a/landing/lenses/026040.json +++ b/landing/lenses/026040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.15, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 25.71, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.15, + "grade": "dCR-BBB", + "score": 25.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 28.5, + "grade": "dCR-BBB", + "score": 26.12, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 68점으로 등급 하방 압력", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026150.json b/landing/lenses/026150.json index 06b496c701690262a6fb210ab72217dc4fa2de65..b835d735cf7633b67200a6f2ba52952605036a9f 100644 --- a/landing/lenses/026150.json +++ b/landing/lenses/026150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026890.json b/landing/lenses/026890.json index 052647dbaaacef952d69c3f7699ca41347faab7f..a5db3063ecdfde4df1433938f99c115515ca7d4c 100644 --- a/landing/lenses/026890.json +++ b/landing/lenses/026890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026910.json b/landing/lenses/026910.json index 48bc4dcaf77010399b8ce3e5fb2ff020b512eae4..261ffc49a137f147c77d9b923ea4c1e00f838c8d 100644 --- a/landing/lenses/026910.json +++ b/landing/lenses/026910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.15, + "score": 45.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.12, + "score": 46.05, "assumptions": { "scenarioStress": "moderate" } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026940.json b/landing/lenses/026940.json index 9ee9847ebcb2a8a5293929282cd26c57122ece3d..3905c690a5afa2f41a03eb7dd2f8349153ea8b28 100644 --- a/landing/lenses/026940.json +++ b/landing/lenses/026940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026960.json b/landing/lenses/026960.json index c814e202ccfaf05b9a4b56655f766ee74d116742..6faf4dd99a0adf643fee2a3d43417a1f92ed9c8d 100644 --- a/landing/lenses/026960.json +++ b/landing/lenses/026960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 필수소비재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027040.json b/landing/lenses/027040.json index ed00704e40f2400ac045e0e39aa30c2f21559d44..3e98e8aa2695d29c344a7536541ea3a63e22ee33 100644 --- a/landing/lenses/027040.json +++ b/landing/lenses/027040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027050.json b/landing/lenses/027050.json index 8bf719a3325ea24d29498393ec82ad98dc753d0f..421c70e6d00806d532d43fb8e7767df42480357f 100644 --- a/landing/lenses/027050.json +++ b/landing/lenses/027050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bdcaf529288b", - "target": "027050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/027360.json b/landing/lenses/027360.json index 8b1e9c121f115819ed8e1b4f40072fd3f0820a64..641bcfcfec16d3e7834f98ab0dae65bcc1088ffa 100644 --- a/landing/lenses/027360.json +++ b/landing/lenses/027360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027410.json b/landing/lenses/027410.json index 404dbbb3f9c47d0425a49beba6ef1773cdc556f8..4792859228ea9fec00f7acaca59ee50f7d96b886 100644 --- a/landing/lenses/027410.json +++ b/landing/lenses/027410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027580.json b/landing/lenses/027580.json index 3ea7cf6357ccf428dd267a6fe74529be7fce6c89..9c2631b589fb77e7ce4bf7ba6a7047518761c528 100644 --- a/landing/lenses/027580.json +++ b/landing/lenses/027580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/027710.json b/landing/lenses/027710.json index f63a1c4a636b7f78ee798efe9dd8e10eaefdfa0d..e0a3a46c2b2758c91c84431570225078311cf5e5 100644 --- a/landing/lenses/027710.json +++ b/landing/lenses/027710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -793,10 +793,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027740.json b/landing/lenses/027740.json index 884cb13b8a7e912ed4eb441ccecbe004a49cf13c..9886bbb50fbbd1968a29949647c6ef99ab272430 100644 --- a/landing/lenses/027740.json +++ b/landing/lenses/027740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027830.json b/landing/lenses/027830.json index 246bce6757b2f755c99bff50e2b63271c1da151b..df667da2c6a98c6f1717c07626377a89b7196ce3 100644 --- a/landing/lenses/027830.json +++ b/landing/lenses/027830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -522,14 +522,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -668,8 +668,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -699,10 +699,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -712,7 +712,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -721,7 +721,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027970.json b/landing/lenses/027970.json index 4d7221385b3522267b76406d93b19cb2e94e1e5b..39f43d648f6a1cd0862587fb956f1b926da15cdc 100644 --- a/landing/lenses/027970.json +++ b/landing/lenses/027970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028050.json b/landing/lenses/028050.json index c2b34f27a5a0f77c8ff77cd0cbdc29622bf74ac8..ecb6b9a240d3086159b7fb05ff6f172a0d0fdc6e 100644 --- a/landing/lenses/028050.json +++ b/landing/lenses/028050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -729,12 +729,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028080.json b/landing/lenses/028080.json index 29e51647ef4106e773effb633578395163710b82..d62f2bed52324d9d85bab349c2f12bab4fce5623 100644 --- a/landing/lenses/028080.json +++ b/landing/lenses/028080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 20.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 22.12%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028100.json b/landing/lenses/028100.json index adf4246663b582c3ec2a99d935041c835539d42c..f01474975831fd68a04b33512f1d0987fe69d2df 100644 --- a/landing/lenses/028100.json +++ b/landing/lenses/028100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028260.json b/landing/lenses/028260.json index 762d32d3fa5ad18b81a72cc5b3feec1debcbc335..f1402a0b3f5418890ef8ba642af7e78dbdf8cc4f 100644 --- a/landing/lenses/028260.json +++ b/landing/lenses/028260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028300.json b/landing/lenses/028300.json index a9341a4a9a7a44bf248783a7b64abf3344c5e1d3..fd17c85d27f6f31cd90b3b6ebc3c9d30c3769dd5 100644 --- a/landing/lenses/028300.json +++ b/landing/lenses/028300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028670.json b/landing/lenses/028670.json index 72a4d1d62c0bb480ac835b97426bcd8ef92da5cd..b6d6edfd73c5801c6cb05ab522321f59328aff8c 100644 --- a/landing/lenses/028670.json +++ b/landing/lenses/028670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029460.json b/landing/lenses/029460.json index 79b95739096894aaa92189d83ea3246f3852d17c..e6721912db6d90d5461fa4cc79213438107dd887 100644 --- a/landing/lenses/029460.json +++ b/landing/lenses/029460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029480.json b/landing/lenses/029480.json index 854a56d2c1c696f0c83512c24107343285bb7bd8..7fcd0e82df627a598bf694fc0b9710102465b47d 100644 --- a/landing/lenses/029480.json +++ b/landing/lenses/029480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029530.json b/landing/lenses/029530.json index 4d42bfbd7c73ca4279120d1191a2d193af5d0b07..e2922f647b8bd825c0d4b2d8fc757f946ecf90d1 100644 --- a/landing/lenses/029530.json +++ b/landing/lenses/029530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d86317040320", - "target": "029530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.459 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/029780.json b/landing/lenses/029780.json index 25ec736f24c03bd0e427a55aa02542dc453ed95f..0a7d3f76ec780efedbe1ffe62fab32ef83de67f6 100644 --- a/landing/lenses/029780.json +++ b/landing/lenses/029780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029960.json b/landing/lenses/029960.json index ede3575f3de2a9be4d3fc0482ced43439faf5714..9d3525b9db0d00a392e5fc9e449f85e153ef9f47 100644 --- a/landing/lenses/029960.json +++ b/landing/lenses/029960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030000.json b/landing/lenses/030000.json index f87f632a7cb9b155ae1a703a1fa9fbd910dcdd3a..970fbaf4f63540138ed453e65ea0f1476b8ff3a5 100644 --- a/landing/lenses/030000.json +++ b/landing/lenses/030000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030190.json b/landing/lenses/030190.json index b00b84067ca0193b8c9890f7474589396e661012..4f72997147a1b894c6909dd2e2f8cc9b4074cee3 100644 --- a/landing/lenses/030190.json +++ b/landing/lenses/030190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.68, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 5.68, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.68, + "grade": "dCR-AA", + "score": 5.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.98, + "grade": "dCR-AA", + "score": 5.98, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030200.json b/landing/lenses/030200.json index 675a863d1792049774343eb3d9d98bf67b1367ab..79b4f6e1de1265ab2db316ec11b09c113656cfd1 100644 --- a/landing/lenses/030200.json +++ b/landing/lenses/030200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9420a035ba20", + "target": "030200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030210.json b/landing/lenses/030210.json index 25bfe85019c038a8ce572b8717f0f695c7c8f444..2c3400c8c050aa92a8b55bb313b98d5057020503 100644 --- a/landing/lenses/030210.json +++ b/landing/lenses/030210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,15 +40,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { "label": "재무 취약 신호", - "summary": "4개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 매출 CAGR입니다. 확인할 위험은 영업이익률, 부채비율입니다. 필수 분석 영역은 2/4개가 관측됐습니다." + "summary": "4개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 매출 CAGR입니다. 확인할 위험은 부채비율, 이자보상배율입니다. 필수 분석 영역은 2/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -59,10 +59,10 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 1.97, + "value": 6.42, "unit": "%", - "direction": "negative", - "scoreContribution": -1, + "direction": "neutral", + "scoreContribution": 0, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -102,9 +102,9 @@ "label": "영업이익률", "comparisonKey": "profitability", "basis": "companyFundamentals", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -135,7 +135,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 1.97, + "value": 6.42, "unit": "%" }, { @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 1.97, + "currentValue": 6.42, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -360,16 +360,16 @@ }, "assessment": { "label": "재무 취약 신호", - "summary": "4개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 매출 CAGR입니다. 확인할 위험은 영업이익률, 부채비율입니다.", - "score": -2, + "summary": "4개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 매출 CAGR입니다. 확인할 위험은 부채비율, 이자보상배율입니다.", + "score": -1, "drivers": [ { "id": "operatingMargin", "label": "영업이익률", - "value": 1.97, + "value": 6.42, "unit": "%", - "direction": "negative", - "scoreContribution": -1, + "direction": "neutral", + "scoreContribution": 0, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -407,7 +407,6 @@ "매출 CAGR" ], "negativeDrivers": [ - "영업이익률", "부채비율", "이자보상배율" ] @@ -421,124 +420,66 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { "label": "등급 산출 불가", - "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10)." + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { "level": "blocked", - "score": 70.0, + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 26.44, - "unit": "riskScore", - "direction": "positive", - "weight": 30, - "contribution": 7.93, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 90.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 13.5, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 46.41, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.96, - "sourceRef": "axes.자본구조" - } - ], + "drivers": [], "claims": [], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/030210/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 26.44, 가중치 30%" - }, + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/030210/axes/자본구조", - "status": "derived", - "detail": "위험점수 46.41, 가중치 15%" + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/030210/axes/유동성", - "status": "derived", - "detail": "위험점수 90.00, 가중치 15%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/030210/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.현금흐름", + "id": "credit.axis.회계자산위험 프록시", "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름" + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { - "id": "credit.axis.사업안정성", + "id": "credit.axis.유동성", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성" + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { "id": "credit.calibration", "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", "sourceRef": "blockedReason" } ], @@ -556,11 +497,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -569,32 +505,13 @@ "axes", "metricsHistory" ], - "gradeHistory": [ - { - "period": "2026", - "score": 95.0, - "grade": "D", - "pdEstimate": 100.0 - }, - { - "period": "2025", - "score": 91.86, - "grade": "C", - "pdEstimate": 40.0 - }, - { - "period": "2024", - "score": 95.0, - "grade": "D", - "pdEstimate": 100.0 - } - ], + "gradeHistory": [], "coverage": { - "validAxes": 4, - "totalAxes": 7, - "validWeight": 70.0, - "totalWeight": 100.0, - "weightCoverage": 70.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, "eCR": null, "pdEstimate": null, @@ -612,14 +529,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -739,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -772,7 +689,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -785,7 +702,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -805,8 +722,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -827,8 +744,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -838,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -863,7 +780,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -919,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -938,10 +855,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -961,7 +878,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -969,7 +886,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1083,30 +1000,44 @@ "engine": "analysis" }, { - "id": "credit.axis.현금흐름", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", "engine": "credit" }, { - "id": "credit.axis.사업안정성", + "id": "credit.axis.유동성", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", "engine": "credit" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", "engine": "credit" }, { "id": "credit.calibration", "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", "sourceRef": "blockedReason", "engine": "credit" }, diff --git a/landing/lenses/030350.json b/landing/lenses/030350.json index 9735369cae36f973fb5e917336f54bf4cc396ef4..193c18f7fed4980b7d2c06f125029c771f0472cc 100644 --- a/landing/lenses/030350.json +++ b/landing/lenses/030350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030520.json b/landing/lenses/030520.json index dd110aaa2f3a0cc67bb512941fa924bc2338c1b3..ba4399090bc47971e465931e1ed662b3dcf0aa53 100644 --- a/landing/lenses/030520.json +++ b/landing/lenses/030520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6a001b6dd245", - "target": "030520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.524 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030530.json b/landing/lenses/030530.json index 75a740005ed21a7a99e87d6485400bbe358cee7e..2cb8ed0a19b4495ed9a15bd0853d589e53559638 100644 --- a/landing/lenses/030530.json +++ b/landing/lenses/030530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030610.json b/landing/lenses/030610.json index 009967021daa7747f2fe80e30d8a015b18135b4f..0840b5c1458adc3deea02ba1351e5a9c80c942e7 100644 --- a/landing/lenses/030610.json +++ b/landing/lenses/030610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -823,13 +823,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030720.json b/landing/lenses/030720.json index af6c51c696493de827f93b5fd6e3b406d5d01aac..51b0c9cbb6f927e5d47f1e36c7c9bd296eaf9bc1 100644 --- a/landing/lenses/030720.json +++ b/landing/lenses/030720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030960.json b/landing/lenses/030960.json index d7544efda0b24a10a5eedc5af8a3c190bec75967..14e239e2704883f2c2b13b26ce5af82d5dac68e2 100644 --- a/landing/lenses/030960.json +++ b/landing/lenses/030960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -723,10 +723,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -742,10 +742,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,10 +769,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -787,10 +787,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -841,7 +841,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031210.json b/landing/lenses/031210.json index ec680f814d37c39bee926478330e6933518a7c21..48d992a38279e45e333c5d315044b2e4d91f3662 100644 --- a/landing/lenses/031210.json +++ b/landing/lenses/031210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031310.json b/landing/lenses/031310.json index 9a9e8b5d03335e21f3a95086fb8c29cb7fd96bb0..11000b10b4f3b172e679346a23626d987e82bb23 100644 --- a/landing/lenses/031310.json +++ b/landing/lenses/031310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.25, + "grade": "dCR-BBB-", + "score": 27.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.96, + "grade": "dCR-BBB-", + "score": 28.48, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031330.json b/landing/lenses/031330.json index 8062cb42dfa14eea51033ff371288fe3f52a7b32..77b293abe32f1d69a83b72025610da11cca50bf3 100644 --- a/landing/lenses/031330.json +++ b/landing/lenses/031330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5263f716d858", + "target": "031330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/031430.json b/landing/lenses/031430.json index cbd859a1e7cfc739136ddb9e73ffc14f3b69ef6e..fcc52936eab53d34c5aa5308435ee828395271c2 100644 --- a/landing/lenses/031430.json +++ b/landing/lenses/031430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,12 +732,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,15 +1089,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.205, + "score": -0.21, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031440.json b/landing/lenses/031440.json index 68bbcb22ecc11d2c1e1f8f92d4c9316ceda47aee..438c84e155fb0efe1c35d0101305f0b576a23bbc 100644 --- a/landing/lenses/031440.json +++ b/landing/lenses/031440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", diff --git a/landing/lenses/031510.json b/landing/lenses/031510.json index 852c4b4c84b4214ae707e5e5add1a5682a85b52c..f94a997f285fc9b42af464692e820f97b081d465 100644 --- a/landing/lenses/031510.json +++ b/landing/lenses/031510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031820.json b/landing/lenses/031820.json index 61e67a26232a5bcb851ddbb0ca9ec6d19e17481a..25120642c679fdf473d0b20953d03166affc3a1c 100644 --- a/landing/lenses/031820.json +++ b/landing/lenses/031820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031860.json b/landing/lenses/031860.json index faa82ed26b65e9e5d2f379b6ca9eac434a276c4d..d9fa3ad032d5568607716eb30edef9ba7a6569ab 100644 --- a/landing/lenses/031860.json +++ b/landing/lenses/031860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 24.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 26.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031980.json b/landing/lenses/031980.json index 487460d5182e9ef472077c603f14f2732e69d2c9..6a561719184ec094c2ac9e98646e1e2510d496b9 100644 --- a/landing/lenses/031980.json +++ b/landing/lenses/031980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031990.json b/landing/lenses/031990.json index 00e5f9d37da54046980fa86a957975f9f3dd2ee8..a9b5dcac41a480bfb65da89f0e6b6b7014942063 100644 --- a/landing/lenses/031990.json +++ b/landing/lenses/031990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1028,10 +1028,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1046,10 +1046,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032040.json b/landing/lenses/032040.json index 02e6e2e21b7ca45e95c44ef4c78ffc38cabaf1be..ab72ac5f3104924c8b2c74fcdfea6358adc401d3 100644 --- a/landing/lenses/032040.json +++ b/landing/lenses/032040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032080.json b/landing/lenses/032080.json index 30f108eb9677395a3ec069a734455cb017dc2827..4a17a3bda05d741a595581e4bb86202af158c590 100644 --- a/landing/lenses/032080.json +++ b/landing/lenses/032080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032190.json b/landing/lenses/032190.json index 381dc94f0b2ad0ef9958407eab7ba8bea0b1e9c0..ff5bfb2fa8008013fb0777782c6e2aff696385f3 100644 --- a/landing/lenses/032190.json +++ b/landing/lenses/032190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 40.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 42.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 40.31, + "grade": "dCR-BBB-", + "score": 42.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 40.82, + "grade": "dCR-BBB-", + "score": 43.07, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 3, "reasons": [ @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,10 +1292,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1310,10 +1310,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1364,7 +1364,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032280.json b/landing/lenses/032280.json index e213bc95170c308b0837e4ac7657d853fdc47b14..0a53c7c6ae3174c4b226cac53716d8dcd8ea7819 100644 --- a/landing/lenses/032280.json +++ b/landing/lenses/032280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032300.json b/landing/lenses/032300.json index 048b3721c962ec7061ccadf5b51f86810573f896..f38dec1d093b83a3065a8b8f47a5b298f48b0e7b 100644 --- a/landing/lenses/032300.json +++ b/landing/lenses/032300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1050,10 +1050,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032350.json b/landing/lenses/032350.json index ede817db84059a10be46580f57a64f9ddeba47dd..479c5972a211b0bd5cc71d9c5b020b28bbd3eb61 100644 --- a/landing/lenses/032350.json +++ b/landing/lenses/032350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.21, + "score": 54.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 52.27, + "grade": "dCR-B", + "score": 55.54, "assumptions": { "scenarioStress": "moderate" } @@ -841,6 +841,11 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,6 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 11.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032500.json b/landing/lenses/032500.json index 8b9c83f08c054f7f79fcbfbc135f9bbdfeb04982..2f2ed0bf7aa93a3d6ff3818a737f292ce347523c 100644 --- a/landing/lenses/032500.json +++ b/landing/lenses/032500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.07, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.01, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.07, + "score": 46.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.92, + "score": 46.73, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ebb9abd3ffd5", + "target": "032500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.377 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032540.json b/landing/lenses/032540.json index 8a240e63ad90862c12498d3e3fa729cf893ce3be..f3bff33b9a4d5b1e4e88230560dc79fb3dd5c300 100644 --- a/landing/lenses/032540.json +++ b/landing/lenses/032540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.93, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.45, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,11 +651,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.79, + "value": 2.68, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.36, + "contribution": 0.54, "sourceRef": "axes.자본구조" }, { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -770,7 +770,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/032540/axes/자본구조", "status": "derived", - "detail": "위험점수 1.79, 가중치 20%" + "detail": "위험점수 2.68, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.93, + "score": 12.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.89, + "grade": "dCR-A", + "score": 13.18, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -850,49 +855,49 @@ "gradeHistory": [ { "period": "2026", - "score": 12.01, - "grade": "A+", - "pdEstimate": 0.04 + "score": 13.96, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 9.98, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 10.51, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2024", - "score": 7.37, + "score": 7.79, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2023", - "score": 16.53, + "score": 17.0, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2022", - "score": 36.7, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 37.34, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2021", - "score": 24.2, + "score": 24.53, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2020", - "score": 50.37, + "score": 50.67, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2019", - "score": 39.61, + "score": 39.98, "grade": "BB", "pdEstimate": 1.5 } @@ -909,6 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032560.json b/landing/lenses/032560.json index bc912d2c9aca16e45faabc4a8836316c11e94365..9c8f03f743e5689d0467a980d6efcae330047f6b 100644 --- a/landing/lenses/032560.json +++ b/landing/lenses/032560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032580.json b/landing/lenses/032580.json index 7a26705d0379db4587b2342e8da539fbd8b23ece..5dec8a3b909324b27bbb099334b3c1b45b133cf2 100644 --- a/landing/lenses/032580.json +++ b/landing/lenses/032580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032620.json b/landing/lenses/032620.json index 248e56bb2e54b14c346d1d06059e36f37cd1d828..ba96b16edd785f4eae2785335851eff7f0282876 100644 --- a/landing/lenses/032620.json +++ b/landing/lenses/032620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032640.json b/landing/lenses/032640.json index 16ef6334b7c27321b9d28a09e447c99a8036dedc..c6858a6b907edf86cda368d9aba0257469f320df 100644 --- a/landing/lenses/032640.json +++ b/landing/lenses/032640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032680.json b/landing/lenses/032680.json index 223c118e8ee548f76b980949c9a514153ecba92b..8922300f66b6a07ff6b8030a923a1dcdca9b0d69 100644 --- a/landing/lenses/032680.json +++ b/landing/lenses/032680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032710.json b/landing/lenses/032710.json index eadc1bdf845ac2f338e20b3a3effe34163d2d8b5..f392a76937e2215bf98fadc4015891a1e1db77a3 100644 --- a/landing/lenses/032710.json +++ b/landing/lenses/032710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032750.json b/landing/lenses/032750.json index 6c217943179628e8cbf2f9406965589bac67ccce..b3c048fd7c8a9aec96ac8e9f2c2cafb1db8f4225 100644 --- a/landing/lenses/032750.json +++ b/landing/lenses/032750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1a8a1205b8fe", + "target": "032750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.498 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032790.json b/landing/lenses/032790.json index d7e3cc6ec2ebc4561a28c365b483aa17fa54d35f..b0576dd845af8ea9ef6142ef44197d9e922ef79b 100644 --- a/landing/lenses/032790.json +++ b/landing/lenses/032790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032800.json b/landing/lenses/032800.json index 332c344a4f42b0f158884368dc0973d1c950bc2a..90118d3a7b6f9e83e1b31cdfe7b6a5abf14abe06 100644 --- a/landing/lenses/032800.json +++ b/landing/lenses/032800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032820.json b/landing/lenses/032820.json index 0c5c6d436865a955d0d89f6a0667bf5fbdd2394e..07319b37f115f8ce30936b1d0206faf394002767 100644 --- a/landing/lenses/032820.json +++ b/landing/lenses/032820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.035, + "score": 0.03, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032830.json b/landing/lenses/032830.json index ac491873fc486fc9a2a1cb6d51c308ff70643117..f1bcb7070f9627512e3f15ba4b6050c74fd753cc 100644 --- a/landing/lenses/032830.json +++ b/landing/lenses/032830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -542,14 +542,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -715,7 +715,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,8 +757,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032850.json b/landing/lenses/032850.json index ae34b3beb48946d0e5807b24a1580f10eb1a779d..0610ec1aef192ee0f9571aa41f6c3ea1c5d7697f 100644 --- a/landing/lenses/032850.json +++ b/landing/lenses/032850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1451,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:80a294971f64", - "target": "032850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032860.json b/landing/lenses/032860.json index 0faa51a307ee1c04398165f09f735beb5d7c2807..461535ab93b48a85f9a086c4f5ac10721d9ad9e0 100644 --- a/landing/lenses/032860.json +++ b/landing/lenses/032860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032940.json b/landing/lenses/032940.json index 3428427cfac5fd8a6c53790693c19a4403600b8e..83d1f5839ca33afc52e89e2af3ae20f7c31cc3a3 100644 --- a/landing/lenses/032940.json +++ b/landing/lenses/032940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 29.07, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.32, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 29.07, + "score": 31.32, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.09, + "grade": "dCR-BBB-", + "score": 32.34, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -915,6 +920,7 @@ "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032960.json b/landing/lenses/032960.json index 5f95e81d9809ea6a1d5c7c60faa5e0b15e545da4..bddff17bc640307964c1439b1cd266a04826e90b 100644 --- a/landing/lenses/032960.json +++ b/landing/lenses/032960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032980.json b/landing/lenses/032980.json index 6d4d3a77726dcba3505658da3d227c1d33c20778..ac36f460d4c334ace131948a941f1b2f0719bdad 100644 --- a/landing/lenses/032980.json +++ b/landing/lenses/032980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033050.json b/landing/lenses/033050.json index 93f6febb8d1d16218164662115ac5260fb8ad850..2bc03d1f93508ba16d8e537d41b410dac7e4a148 100644 --- a/landing/lenses/033050.json +++ b/landing/lenses/033050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.005, + "score": -0.01, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033100.json b/landing/lenses/033100.json index 81506931efd4a911225353b0cdc68c3b022618f7..70a672591d7070f69ed871e1656145c42abc3d48 100644 --- a/landing/lenses/033100.json +++ b/landing/lenses/033100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033130.json b/landing/lenses/033130.json index 9f2ca6aaf3b2e056fb0992f3189d07f1a09dcdfb..8322ea23f998cb9aff72e8234ee1c3c4d8cc311a 100644 --- a/landing/lenses/033130.json +++ b/landing/lenses/033130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033160.json b/landing/lenses/033160.json index bbe1d4df4bfba8645070afae375b631789d938d9..269a1ec91c8027f11a909e15cfe8d73ec87eab4a 100644 --- a/landing/lenses/033160.json +++ b/landing/lenses/033160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1065,19 +1065,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1223,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1232,7 +1232,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033170.json b/landing/lenses/033170.json index 72200c26a7527560c41c9a497a2ebe2f8a9d38ad..f5b659d82fd9438b6e4a5c59a25a6239aefb55da 100644 --- a/landing/lenses/033170.json +++ b/landing/lenses/033170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033180.json b/landing/lenses/033180.json index a85e059492b0512d5487a814a3d2b7dccbb22228..a944f133f84a401d191f4a23026258bd203d72c8 100644 --- a/landing/lenses/033180.json +++ b/landing/lenses/033180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033200.json b/landing/lenses/033200.json index b13cb1e257ea66c25141075b685c6a06e4249e4b..4b4606d1eee5dab308807b3dc33c54cf8439e850 100644 --- a/landing/lenses/033200.json +++ b/landing/lenses/033200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033230.json b/landing/lenses/033230.json index 5875d794fcd0721811e18898967e646749cf8dc4..a1abfc525e6a890b7cdfc2232790be0d759a441e 100644 --- a/landing/lenses/033230.json +++ b/landing/lenses/033230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,14 +650,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 15.48, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 17.5, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 3.1, - "sourceRef": "axes.자본구조" + "weight": 15, + "contribution": 2.62, + "sourceRef": "axes.현금흐름" }, { "id": "axis.유동성", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/033230/axes/자본구조", "status": "derived", - "detail": "위험점수 15.48, 가중치 20%" + "detail": "위험점수 21.52, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.8, + "grade": "dCR-BB+", + "score": 32.29, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.62, + "grade": "dCR-BB+", + "score": 33.34, "assumptions": { "scenarioStress": "moderate" } @@ -851,49 +851,49 @@ "gradeHistory": [ { "period": "2026", - "score": 19.23, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 25.35, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2025", - "score": 35.3, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 37.72, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2024", - "score": 40.2, - "grade": "BB", - "pdEstimate": 1.5 + "score": 42.69, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2023", - "score": 58.49, + "score": 61.67, "grade": "B", "pdEstimate": 7.0 }, { "period": "2022", - "score": 59.3, - "grade": "B", - "pdEstimate": 7.0 + "score": 62.62, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2021", - "score": 53.68, - "grade": "B+", - "pdEstimate": 4.0 + "score": 56.1, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2020", - "score": 52.38, - "grade": "B+", - "pdEstimate": 4.0 + "score": 55.15, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2019", - "score": 63.39, + "score": 65.44, "grade": "B-", "pdEstimate": 10.0 } @@ -906,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033240.json b/landing/lenses/033240.json index 53e9f77b1e096e6e70b84dd002067a8bf5575767..3afdbc3b9c9efb809231e776b3e80e03405f272b 100644 --- a/landing/lenses/033240.json +++ b/landing/lenses/033240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033250.json b/landing/lenses/033250.json index 428d5ff5aa821e8255c99b113e2b4cb092d4bb2d..9ed0257a8d938f7a51d7d95e4187f1f5734c1299 100644 --- a/landing/lenses/033250.json +++ b/landing/lenses/033250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1183,13 +1183,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033270.json b/landing/lenses/033270.json index e3b95aff5e2d9cf5ad0c4c622f2fe357978581a4..e8ecdffe847d2072de7d05702745d787393a5535 100644 --- a/landing/lenses/033270.json +++ b/landing/lenses/033270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033290.json b/landing/lenses/033290.json index 3493dfd977cd0b4eb701653e13518d50e48c0819..06c615ec750e8c17076257b4f70ea120323c6a7d 100644 --- a/landing/lenses/033290.json +++ b/landing/lenses/033290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7083d90b4a90", - "target": "033290", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.641 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033310.json b/landing/lenses/033310.json index 65a4435e0b53b8bc42f7e3a927dd84c329cb83c7..a21bd505001059499dd0b96c14c8e61e4aad6ad5 100644 --- a/landing/lenses/033310.json +++ b/landing/lenses/033310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033320.json b/landing/lenses/033320.json index 93c17f2aa27e02f384b9956c5e123748a4a7a7f2..d798f42a58b253157bb3303634dc2f9044dbe5aa 100644 --- a/landing/lenses/033320.json +++ b/landing/lenses/033320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -761,10 +761,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,10 +788,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -806,10 +806,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -844,7 +844,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033340.json b/landing/lenses/033340.json index fb8aa6a241ffe53970ceecf6ac44d8c6516f04ef..a7c5e4c83820366a3c1bbc33f9e82f2568eff1e6 100644 --- a/landing/lenses/033340.json +++ b/landing/lenses/033340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033430.json b/landing/lenses/033430.json index fef8fe403c7d77d74d95add9ff9f830aba61489e..7ae828224fd9d0b47ef08e8371dc9bdcfd33574c 100644 --- a/landing/lenses/033430.json +++ b/landing/lenses/033430.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033500.json b/landing/lenses/033500.json index 036ff580c9387c1f3f611780818772968ba860f8..88417dc3acc43e4f5f05268f884c3c4ec7dc22ad 100644 --- a/landing/lenses/033500.json +++ b/landing/lenses/033500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.125, + "score": 0.12, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,12 +1595,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d4312ccc733c", + "target": "033500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.347 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2023", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033530.json b/landing/lenses/033530.json index 44767311b57ee56eac9caddf85a2380ade57373a..77f7fd0b63bd44bca4cac20327e0e5e46ff9c70a 100644 --- a/landing/lenses/033530.json +++ b/landing/lenses/033530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.07, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,11 +653,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 17.42, + "value": 9.31, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 3.48, + "contribution": 1.86, "sourceRef": "axes.자본구조" }, { @@ -684,12 +684,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 매우 건전하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/033530/axes/채무상환능력", "status": "derived", - "detail": "위험점수 28.86, 가중치 25%" + "detail": "위험점수 24.34, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/033530/axes/자본구조", "status": "derived", - "detail": "위험점수 17.42, 가중치 20%" + "detail": "위험점수 9.31, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 21.9, + "score": 21.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.57, + "score": 22.44, "assumptions": { "scenarioStress": "moderate" } @@ -857,51 +857,51 @@ "gradeHistory": [ { "period": "2026", - "score": 20.48, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 13.93, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 22.52, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 16.1, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2024", - "score": 30.03, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 22.35, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2023", - "score": 20.14, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 16.16, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2022", - "score": 47.43, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 36.12, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2021", - "score": 56.37, - "grade": "B", - "pdEstimate": 7.0 + "score": 53.08, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2020", - "score": 59.15, + "score": 55.75, "grade": "B", "pdEstimate": 7.0 }, { "period": "2019", - "score": 51.23, - "grade": "B+", - "pdEstimate": 4.0 + "score": 41.73, + "grade": "BB", + "pdEstimate": 1.5 } ], "coverage": { @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033540.json b/landing/lenses/033540.json index b82f9bb409a4d2fbf8b1571419dc90d17fef61c3..261470a921a35746dcabf9aed50f82e7dada24e3 100644 --- a/landing/lenses/033540.json +++ b/landing/lenses/033540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033550.json b/landing/lenses/033550.json index 0a771b99ec1955e11dc5a15441a7cf08b8649105..2eaab7c1b44c2f2879514a1dc619701e6b401abd 100644 --- a/landing/lenses/033550.json +++ b/landing/lenses/033550.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033560.json b/landing/lenses/033560.json index 3465f0a3ebc3babf3beb695c1e822f618d86d9bd..3abedee911df3c33f603fb89eb8042884d8212fa 100644 --- a/landing/lenses/033560.json +++ b/landing/lenses/033560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033630.json b/landing/lenses/033630.json index 7d43adf5973c6bf0bbb24c2a2e0ba042fb85c7dd..fb5317a20568350330259ae7b7199ac97dd030a4 100644 --- a/landing/lenses/033630.json +++ b/landing/lenses/033630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033640.json b/landing/lenses/033640.json index 444979cfd3c3e82603b78b6adbef673a727e2ef0..0c2f7b15ace5072207c989d7e530bda8fa519044 100644 --- a/landing/lenses/033640.json +++ b/landing/lenses/033640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033660.json b/landing/lenses/033660.json index a54756d9d08af3310634abb3d3feb049359cb543..346785a124263b35b4d40c86cf3c7882ca3e2565 100644 --- a/landing/lenses/033660.json +++ b/landing/lenses/033660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033780.json b/landing/lenses/033780.json index 046e401f9c760b1403b4fe42b1785fbcefc25d29..df5a6363af296a66d95f9ee91a2c7a1f8f4aa06b 100644 --- a/landing/lenses/033780.json +++ b/landing/lenses/033780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033790.json b/landing/lenses/033790.json index 66b47faba52f01c5e1d845add048da36f448ca69..f126a881c492a1b565d4996b62aad6f3963a7145 100644 --- a/landing/lenses/033790.json +++ b/landing/lenses/033790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.34, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.34, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.34, + "grade": "dCR-BBB", + "score": 22.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.02, + "grade": "dCR-BBB", + "score": 23.02, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033830.json b/landing/lenses/033830.json index e5fa24d5d333dcf97675593b102db68c21562b85..3908ed2b418ff55b2464394300b77fea0cac8de7 100644 --- a/landing/lenses/033830.json +++ b/landing/lenses/033830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033920.json b/landing/lenses/033920.json index 1264cc474d8220df5d29fadbc624892ad6d8058e..10c4d9adad60a60b666500146bb68516205c7c39 100644 --- a/landing/lenses/033920.json +++ b/landing/lenses/033920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034020.json b/landing/lenses/034020.json index b0000d3cc77970a7cbfb1ff0452593bfc6c8ffc2..ab9d6db1997652249b964482b5ffca2c466d5d14 100644 --- a/landing/lenses/034020.json +++ b/landing/lenses/034020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", - "시가총액 76조 (시장 지위)" + "시가총액 67조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034120.json b/landing/lenses/034120.json index 52956bb5bf809065a054981533e31f3348dc3de7..9db860c394a0ce935d3268fdd24fa0a41c25f8d5 100644 --- a/landing/lenses/034120.json +++ b/landing/lenses/034120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034220.json b/landing/lenses/034220.json index eca63afa4ef495c7f3a4afc1da0bb3e064c7d6ff..1ff2267fedddd0a08baccb81d68828c121d4ada0 100644 --- a/landing/lenses/034220.json +++ b/landing/lenses/034220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034230.json b/landing/lenses/034230.json index 8678e07ed25e837bac9fd10cffcec6bfab26177f..acf540e6809a217a4591deb0970634b776d4f500 100644 --- a/landing/lenses/034230.json +++ b/landing/lenses/034230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1b75680f20af", + "target": "034230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.496 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034300.json b/landing/lenses/034300.json index f0c70d8553ab606d7e4c09bb64293c01eca58aa0..3877d435b3d5a0ad3cef353c71f3b1d59f4364fe 100644 --- a/landing/lenses/034300.json +++ b/landing/lenses/034300.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/034310.json b/landing/lenses/034310.json index 3fb162217310581a05eaa65c1490d43482e753ab..1f8b5bbf09b5a4af0a23353e9e02176e0457a2e7 100644 --- a/landing/lenses/034310.json +++ b/landing/lenses/034310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034590.json b/landing/lenses/034590.json index ea70523aed764dce67aec61a7d8a25a6ac131c05..bc4dd8ca49e2e26295bf4630897c2be57ca0f805 100644 --- a/landing/lenses/034590.json +++ b/landing/lenses/034590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034730.json b/landing/lenses/034730.json index b0b6eb892595c309c2a75fd92564c6f72ca83dad..dc401c740733e28a0f0e7bfb1f81273d451fdd54 100644 --- a/landing/lenses/034730.json +++ b/landing/lenses/034730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034810.json b/landing/lenses/034810.json index 2858ded83fda881924ab938091842b2cca37bcb9..00c46be40355dc5f46508d0f9d7875d6d3bbbb19 100644 --- a/landing/lenses/034810.json +++ b/landing/lenses/034810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -913,15 +913,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1071,7 +1071,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1080,7 +1080,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,88 +1351,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1c424b7b43f7", - "target": "034810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.668 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034830.json b/landing/lenses/034830.json index 7953733d5a1536ed10543f1e12fb3bdf22a23589..ea5d00597bd0c1ed29c11eccca1d1a903c82767e 100644 --- a/landing/lenses/034830.json +++ b/landing/lenses/034830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -530,14 +530,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -657,10 +657,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -676,10 +676,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,7 +699,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034940.json b/landing/lenses/034940.json index 617485404378cf5e3095eb39469ac30a60a399a4..733ce97e2f34037148d220e1a5ae904ac96cf7cf 100644 --- a/landing/lenses/034940.json +++ b/landing/lenses/034940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 26.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 25.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034950.json b/landing/lenses/034950.json index d629577986f69574732525030b47ce10222b13b2..aefb4f8935498ab611d95d0aca1b934208fa1a9f 100644 --- a/landing/lenses/034950.json +++ b/landing/lenses/034950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035000.json b/landing/lenses/035000.json index 5f53b8e2952501fdb82dbe8b8e035eed6e3a32de..87327ce349e26a7c073a3d55c6b03a21ec59177c 100644 --- a/landing/lenses/035000.json +++ b/landing/lenses/035000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035080.json b/landing/lenses/035080.json index 45fcde6ca1680e49ebca93cb7b634f988ae46ac7..8b6a688688435b8b4870b8a8026110fd5a79766d 100644 --- a/landing/lenses/035080.json +++ b/landing/lenses/035080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.03, + "score": 0.025, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035150.json b/landing/lenses/035150.json index 5b1cb493b65f6e43ecabee6bdbc6a7fcdfa7e994..0588fc6609b26440192d7fff516c5398a20b2a44 100644 --- a/landing/lenses/035150.json +++ b/landing/lenses/035150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035200.json b/landing/lenses/035200.json index 61d2dda7d6199bcdb5fa964ad5200d28128912dd..15bef97b30723bb3e31178bb4ce9277a0f21e885 100644 --- a/landing/lenses/035200.json +++ b/landing/lenses/035200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035250.json b/landing/lenses/035250.json index 3234b5c835a3dae221fbacedbb835d6c35e91980..47a89bd1a97bc9100b4a0bd57bb0fdaed6d9ec03 100644 --- a/landing/lenses/035250.json +++ b/landing/lenses/035250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035290.json b/landing/lenses/035290.json index 5ab6c352c6d4c96a4c2765708b77b037dfeda02f..733ce4e4012ef5e44f6f0d7a647645c79683ce34 100644 --- a/landing/lenses/035290.json +++ b/landing/lenses/035290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035420.json b/landing/lenses/035420.json index 9efb693a5c8e67d7bd0897e7d56316b9a19c5246..b02565bc2e5874a68a018066dc00c8114e75d56b 100644 --- a/landing/lenses/035420.json +++ b/landing/lenses/035420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035430.json b/landing/lenses/035430.json index efc6dd6eeb5a7f56716b962f940e7979734f6804..ebf02ae175b03a5b40bf19176bb112a829fafa4e 100644 --- a/landing/lenses/035430.json +++ b/landing/lenses/035430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035460.json b/landing/lenses/035460.json index 9925384ad28b68f5a6491fab5bd301beb00e5329..561111e38a1482f340a2d5314d461b80c622ead3 100644 --- a/landing/lenses/035460.json +++ b/landing/lenses/035460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035510.json b/landing/lenses/035510.json index f2df9eba24d1757f871887b58946c34f763f3c09..75394adff3d613144913a336ba6a6f86288079fe 100644 --- a/landing/lenses/035510.json +++ b/landing/lenses/035510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035600.json b/landing/lenses/035600.json index 928ce07cf376ef75f68d45c649e5d566dbf505bf..b5218a91431e3b276b49711fe4f102d0f5678dca 100644 --- a/landing/lenses/035600.json +++ b/landing/lenses/035600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035610.json b/landing/lenses/035610.json index 0bd1fd4e0d6f595ec34d1fc22edad7a11c406d89..138a3c7fb73f8a90b0e767e3bbb6db5f738dba37 100644 --- a/landing/lenses/035610.json +++ b/landing/lenses/035610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035620.json b/landing/lenses/035620.json index 41a8a48076906323416e0bfce223b2da364e24a3..23fc2ff0e7f016233c6faf9457e9fcdd7d34780e 100644 --- a/landing/lenses/035620.json +++ b/landing/lenses/035620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035720.json b/landing/lenses/035720.json index c25d6023914928879ff497eae1fd9f4b718d7406..6c270b8b407313efb40c042bcc18abbd2649e1f5 100644 --- a/landing/lenses/035720.json +++ b/landing/lenses/035720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,8 +1463,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/035760.json b/landing/lenses/035760.json index b1c3ddd523481a9f0b5e0f03bc597de210edf4f1..483d46f6e4583edc5b211b4c84e2cf18b8d69cd2 100644 --- a/landing/lenses/035760.json +++ b/landing/lenses/035760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 37.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 42.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 37.9, + "grade": "dCR-BB-", + "score": 42.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.14, + "grade": "dCR-BB-", + "score": 43.19, "assumptions": { "scenarioStress": "moderate" } @@ -907,10 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 47점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035810.json b/landing/lenses/035810.json index cf7f9cb17dd99d605cbd4bcf871a48d443540295..99c147d098f655c943db6a1ad7cd7185b45c3451 100644 --- a/landing/lenses/035810.json +++ b/landing/lenses/035810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 32.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 26.39, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,24 +649,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 17.5, + "id": "axis.자본구조", + "label": "자본구조", + "value": 20.58, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 2.62, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 39.81, - "unit": "riskScore", - "direction": "negative", "weight": 25, - "contribution": 9.95, - "sourceRef": "axes.채무상환능력" + "contribution": 5.14, + "sourceRef": "axes.자본구조" }, { "id": "axis.유동성", @@ -677,17 +667,27 @@ "weight": 15, "contribution": 5.96, "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 29.33, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.4, + "sourceRef": "axes.채무상환능력" } ], "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 필수소비재 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/035810/axes/채무상환능력", "status": "derived", - "detail": "위험점수 39.81, 가중치 25%" + "detail": "위험점수 29.33, 가중치 15%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/035810/axes/자본구조", "status": "derived", - "detail": "위험점수 33.47, 가중치 20%" + "detail": "위험점수 20.58, 가중치 25%" }, { "id": "credit.axis.유동성", @@ -784,14 +784,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/035810/axes/현금흐름", "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" + "detail": "위험점수 21.31, 가중치 15%" }, { "id": "credit.axis.사업안정성", "kind": "creditAxis", "sourceRef": "dartlab://credit/035810/axes/사업안정성", "status": "derived", - "detail": "위험점수 26.78, 가중치 10%" + "detail": "위험점수 26.78, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 32.7, + "grade": "dCR-A-", + "score": 26.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 34.43, + "grade": "dCR-BBB+", + "score": 27.21, "assumptions": { "scenarioStress": "moderate" } @@ -836,8 +836,13 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -905,10 +910,16 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, - "notchAdjustment": null, + "pdEstimate": 0.08, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "지주사 별도 부채비율 68% (양호)" + ] + }, "divergenceExplanation": [ - "채무상환능력 축이 40점으로 등급 하방 압력", + "유동성 축이 40점으로 등급 하방 압력", + "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1228,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035890.json b/landing/lenses/035890.json index f0fc1980ba2f37868535b8e9573accde7c1c5b64..ec4a876f5091d5ec10100f9fc7d4ab85c1fdcb88 100644 --- a/landing/lenses/035890.json +++ b/landing/lenses/035890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:17b0a77f8aa5", + "target": "035890", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/035900.json b/landing/lenses/035900.json index c655176249a06f2703a858c9788f777d7b5d55d9..429c8d4da763476ef7fe98c7bf55422395a5d219 100644 --- a/landing/lenses/035900.json +++ b/landing/lenses/035900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036000.json b/landing/lenses/036000.json index f9d59a7ee5ce769bc8671047e7cfe2701e5a0c22..7d123fb61f33c52710f5cb4414cee672d88a4831 100644 --- a/landing/lenses/036000.json +++ b/landing/lenses/036000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036010.json b/landing/lenses/036010.json index cdea869db49d26444d04c41e032c66a21fc54427..9088647e510f00dbab6a018bb8d16b9ccb3ecaac 100644 --- a/landing/lenses/036010.json +++ b/landing/lenses/036010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0e044cbaf1ba", - "target": "036010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.225 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036030.json b/landing/lenses/036030.json index 9fce2f87758131c4dcce8f2de4f004a9994e12fd..eb352f034087432b4d75c446d2cf7c4fef7bbe11 100644 --- a/landing/lenses/036030.json +++ b/landing/lenses/036030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036090.json b/landing/lenses/036090.json index 26480d9e75d58879d5f94d764f5a3ec40c42f913..9777e70bec21ed6599dfc67abdc32acc9be99a95 100644 --- a/landing/lenses/036090.json +++ b/landing/lenses/036090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036120.json b/landing/lenses/036120.json index eab0a493006fd7e4d4eae2bfc06e9a0b3e762329..4a09b4db0b44d34422ca629ae7416e4fb41fb39c 100644 --- a/landing/lenses/036120.json +++ b/landing/lenses/036120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036170.json b/landing/lenses/036170.json index 2a404761f5301b79ae0be809907adafe1d655a36..b1634f695c521d36ffeb295211df4b0b4960ebcd 100644 --- a/landing/lenses/036170.json +++ b/landing/lenses/036170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.28, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.68, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.28, + "score": 7.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.3, + "score": 7.71, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036180.json b/landing/lenses/036180.json index 331878d7175560115727854c9c5c3889297381ec..38949fe08ec16c9183e9bd07d9bc6bcdc246555c 100644 --- a/landing/lenses/036180.json +++ b/landing/lenses/036180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-16", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-16", "period": "2024", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-16", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036190.json b/landing/lenses/036190.json index 2ac2a18c4e37c613c564bcc77a4fa0c210984f56..d3b556ff9d51271443cc9780314a54ba7f806985 100644 --- a/landing/lenses/036190.json +++ b/landing/lenses/036190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 15.06, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.08, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 15.06, + "score": 15.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 15.13, + "score": 15.2, "assumptions": { "scenarioStress": "moderate" } @@ -863,19 +863,19 @@ }, { "period": "2024", - "score": 1.71, + "score": 1.83, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 2.93, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.18, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2022", - "score": 8.0, + "score": 8.12, "grade": "AA-", "pdEstimate": 0.03 }, @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036200.json b/landing/lenses/036200.json index cf5213a1e0aadaaf30475cc63a96340cf341c9db..7bc274aae4e10d6ead1a8f34931af0d1fd084251 100644 --- a/landing/lenses/036200.json +++ b/landing/lenses/036200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036220.json b/landing/lenses/036220.json index dc4c81c1d09b4a6b824e465ee18080776b0c0856..a855a4cb4f5b501443aac7bbc6d19b2c0ab35d81 100644 --- a/landing/lenses/036220.json +++ b/landing/lenses/036220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036420.json b/landing/lenses/036420.json index 16cbb1ea98d1e4ea7c4939d81b250d0dc8b3ce5f..5c5d61596155570171c7bc6dea1f73bbd45eb7ba 100644 --- a/landing/lenses/036420.json +++ b/landing/lenses/036420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.4점 하향 (PD 196.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.4점 하향 (PD 202.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 129.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036460.json b/landing/lenses/036460.json index 151de8485e20b145af7e31d6c41c8f89d8fc5d95..5afb8af2cdb73136da04ce5057bda0f52530c534 100644 --- a/landing/lenses/036460.json +++ b/landing/lenses/036460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 21.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 21.94, + "score": 24.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 23.06, + "score": 25.31, "assumptions": { "scenarioStress": "moderate" } @@ -913,11 +913,11 @@ "reasons": [ "중대형기업 (매출 36조)", "공기업 (정부 보증/규제 보호)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036480.json b/landing/lenses/036480.json index 1c71b93374da0ce8e7ef05a2f155f4784b6a058b..54509cb168706664b5db5a905a47f256de376070 100644 --- a/landing/lenses/036480.json +++ b/landing/lenses/036480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036530.json b/landing/lenses/036530.json index c1d3b8ff4d2ed21ea99bee6ce0f2218ccddbb83d..a592436869d0486e54b11a40cd3991108a945468 100644 --- a/landing/lenses/036530.json +++ b/landing/lenses/036530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -928,14 +928,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.01, + "score": -0.015, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,15 +1418,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/036540.json b/landing/lenses/036540.json index ead8e5195c4444d75c51fd4b2fddefbfa16995da..714a90c630daa6cf1e94648da5b631d3add50783 100644 --- a/landing/lenses/036540.json +++ b/landing/lenses/036540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 20.08, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 22.96, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 20.08, + "grade": "dCR-BBB+", + "score": 22.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 20.14, + "grade": "dCR-BBB+", + "score": 23.03, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.475, + "score": -0.48, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036560.json b/landing/lenses/036560.json index 50dee47b1dbb8451a74f92b2556ebd11da1bfd08..5a486519050338b63dda4026d8428c3526bb1a9e 100644 --- a/landing/lenses/036560.json +++ b/landing/lenses/036560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036570.json b/landing/lenses/036570.json index 8402177eb4286886e33ca384b20db9fd5a54ab2d..ba2c3c70ea849dcf3cbcccebaf87ce3e9071a602 100644 --- a/landing/lenses/036570.json +++ b/landing/lenses/036570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036580.json b/landing/lenses/036580.json index abc3e031520f7f58f8006ce4b3c1bd201c1804a8..ddaa027ef30cf55a6dbcde9a9f94df7ac774673e 100644 --- a/landing/lenses/036580.json +++ b/landing/lenses/036580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f7611de75f5e", + "target": "036580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036620.json b/landing/lenses/036620.json index 8d3235ff25b04418756b32938c9ad67d4bd24239..fdf53a880bb16156907422cafdf333b74b7d8464 100644 --- a/landing/lenses/036620.json +++ b/landing/lenses/036620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036630.json b/landing/lenses/036630.json index 70a286a3dab200cf36cb1318749d4e9d85193f4d..09bfb393fccc24459afe0c1041c2d34d3e0e8a41 100644 --- a/landing/lenses/036630.json +++ b/landing/lenses/036630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036640.json b/landing/lenses/036640.json index 92117ad82273d6c49c066560400121b2c0939568..1a57bf07f013f83c8ac7719e33b82c60c459415e 100644 --- a/landing/lenses/036640.json +++ b/landing/lenses/036640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036670.json b/landing/lenses/036670.json index f03075abffafe13f80311ed46b40d9a90fe5d534..7f4f1138bfc2b53cd9005e9ead49579289266d14 100644 --- a/landing/lenses/036670.json +++ b/landing/lenses/036670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.29, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.44, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -661,11 +661,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.09, + "value": 1.43, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.22, + "weight": 15, + "contribution": 0.21, "sourceRef": "axes.자본구조" }, { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -730,12 +730,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -773,14 +773,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/036670/axes/채무상환능력", "status": "derived", - "detail": "위험점수 2.02, 가중치 25%" + "detail": "위험점수 1.95, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/036670/axes/자본구조", "status": "derived", - "detail": "위험점수 1.09, 가중치 20%" + "detail": "위험점수 1.43, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -825,14 +825,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.29, + "score": 6.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.75, + "score": 6.98, "assumptions": { "scenarioStress": "moderate" } @@ -860,49 +860,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.56, + "score": 0.84, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.49, + "score": 0.74, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.43, + "score": 0.65, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 1.78, + "score": 1.8, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.66, + "score": 0.72, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.24, + "score": 0.36, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.26, + "score": 0.31, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 0.76, + "score": 0.72, "grade": "AAA", "pdEstimate": 0.0 } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036690.json b/landing/lenses/036690.json index 4a9dda8d6dc70eaf8ae9b331afdee7e091a5d123..44cde7b8ea07b1390b77e57296c4cb6d7739583e 100644 --- a/landing/lenses/036690.json +++ b/landing/lenses/036690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036710.json b/landing/lenses/036710.json index cae332034039a37aadfb64321c7ebe2586705c10..078b422563d96ae7d98f6fb4a321fe0a2c111011 100644 --- a/landing/lenses/036710.json +++ b/landing/lenses/036710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036800.json b/landing/lenses/036800.json index a6e2972e37c5e3a05b3704de804cbcae87710c3f..5f760d469d4eb9680244717a6ced64b6f498ac48 100644 --- a/landing/lenses/036800.json +++ b/landing/lenses/036800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.29, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.29, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.29, + "grade": "dCR-AA-", + "score": 9.29, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.65, + "score": 10.38, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -904,7 +909,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", @@ -922,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-07-28", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c1fd2bca4d4c", - "target": "036800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036810.json b/landing/lenses/036810.json index 17b86d2676548ea276d12918a7633669f424b5a8..b44bff30a56f8a861b975db06dab3c5557b986c6 100644 --- a/landing/lenses/036810.json +++ b/landing/lenses/036810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 48.39, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 49.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 48.39, + "score": 49.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 49.48, + "score": 50.61, "assumptions": { "scenarioStress": "moderate" } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ea74943ca28c", - "target": "036810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.614 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036830.json b/landing/lenses/036830.json index 3896a71c6c61b2e8c6704c8f95c7578cda1a255a..e086fed1e23811a2d91ee5278f60d70add0a2bab 100644 --- a/landing/lenses/036830.json +++ b/landing/lenses/036830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036890.json b/landing/lenses/036890.json index 1133dd19db8ec6c4d1f2f9a591c26badfea32397..e5896584c04c1df7516964e17ea59aa6deb20cc6 100644 --- a/landing/lenses/036890.json +++ b/landing/lenses/036890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -787,10 +787,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -805,10 +805,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -819,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -827,7 +827,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -843,7 +843,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -859,7 +859,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036930.json b/landing/lenses/036930.json index 071e01f8cf795dab1e90b39d90332d0b7515ac27..519d6b425ecf9b3947ac2896f8620458915eb2c9 100644 --- a/landing/lenses/036930.json +++ b/landing/lenses/036930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037030.json b/landing/lenses/037030.json index 6088c5a49457b0bc5ed29a21165865d0b003f708..694ef805aeb28021d00c9c534b0419051cc2981f 100644 --- a/landing/lenses/037030.json +++ b/landing/lenses/037030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,18 +599,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,15 +794,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.38, + "grade": "dCR-BB+", + "score": 32.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.88, + "grade": "dCR-BB+", + "score": 34.13, "assumptions": { "scenarioStress": "moderate" } @@ -885,10 +885,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -903,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1030,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1063,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1076,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1154,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1188,7 +1189,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1197,7 +1198,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1210,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1229,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1432,12 +1433,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:68e524c4cfff", + "target": "037030", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037070.json b/landing/lenses/037070.json index 5a36ab79ad692a18b4f589368bf45d37fb41884f..95f257bad8575d60181aa2a7ce292e8074777341 100644 --- a/landing/lenses/037070.json +++ b/landing/lenses/037070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.98, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.39, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.98, + "grade": "dCR-A-", + "score": 17.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.14, + "score": 17.58, "assumptions": { "scenarioStress": "moderate" } @@ -850,11 +850,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -922,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1068,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1087,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1227,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037230.json b/landing/lenses/037230.json index 4cd5c6d098292f3da688ab38eee6ea3a5ae3affb..c0fd091a70e0d769611c6632e7475661bd1641ae 100644 --- a/landing/lenses/037230.json +++ b/landing/lenses/037230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.01, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.65, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -731,12 +731,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -774,14 +774,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/037230/axes/채무상환능력", "status": "derived", - "detail": "위험점수 43.35, 가중치 25%" + "detail": "위험점수 34.01, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/037230/axes/자본구조", "status": "derived", - "detail": "위험점수 38.42, 가중치 20%" + "detail": "위험점수 38.42, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.01, + "score": 39.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.46, + "grade": "dCR-BB", + "score": 40.86, "assumptions": { "scenarioStress": "moderate" } @@ -849,11 +849,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -925,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1067,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1139,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1226,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037270.json b/landing/lenses/037270.json index aac3f0e8be4c41e7765aa2e543dc696c73043f92..a6e9ebee53a2e1115ad368a4b27d43f41e6a500d 100644 --- a/landing/lenses/037270.json +++ b/landing/lenses/037270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e0b8865390a6", + "target": "037270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.386 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037330.json b/landing/lenses/037330.json index b8b55443ee5a0a2dc2bdf9aaf523ef91ce9c4825..76dab3e99a819ec9b92023748d388839c759bd49 100644 --- a/landing/lenses/037330.json +++ b/landing/lenses/037330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 10.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 10.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/037340.json b/landing/lenses/037340.json index 094f634c76276c9ddce9d8950cb268b56fdc5d2c..1080c8e27fae2c0d846e5b21b955e14baa083eeb 100644 --- a/landing/lenses/037340.json +++ b/landing/lenses/037340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037350.json b/landing/lenses/037350.json index 6d4532bc1bab3c62c5f3a9321dd1c2fdc7a746cc..4301e5d9602102f9f76b6d8a110521b5c3bd82ec 100644 --- a/landing/lenses/037350.json +++ b/landing/lenses/037350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:18c778b9bb7b", + "target": "037350", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037370.json b/landing/lenses/037370.json index d8045edf6252616358da745aa63d84b866518459..d2832dfc143484bb2730d095155336fa8bab13c2 100644 --- a/landing/lenses/037370.json +++ b/landing/lenses/037370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037400.json b/landing/lenses/037400.json index d77daae2723c713b4fa4f8471618550b1016ccc5..55f9893470e68a14a75cdedc7f5840a422a15ec1 100644 --- a/landing/lenses/037400.json +++ b/landing/lenses/037400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037440.json b/landing/lenses/037440.json index b0182e5d304784ad7a60eea94f0b7fb1a78a3ffb..6bbdbe6970f6728f304ab7f77457764e1c83cf88 100644 --- a/landing/lenses/037440.json +++ b/landing/lenses/037440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.87, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.61, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.87, + "grade": "dCR-BBB+", + "score": 19.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 19.44, + "score": 21.46, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,11 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037460.json b/landing/lenses/037460.json index c71497323582a25b6d0e03dce332e4f007c8ebbf..337e85e3abf78e6669476a2ed6880fb335254003 100644 --- a/landing/lenses/037460.json +++ b/landing/lenses/037460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ef93526851ee", + "target": "037460", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037560.json b/landing/lenses/037560.json index ebac78ed5a6b3b8fa0cb82fdb4d1eae7b9c373ab..d8ae535546e6166e3b08fac55026561cdf52b105 100644 --- a/landing/lenses/037560.json +++ b/landing/lenses/037560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037640.json b/landing/lenses/037640.json index c0a8ee51fe3e1915081cfaca901beb10c4e284ec..020553ce9cf288abc530bd6f349b973da4383ce0 100644 --- a/landing/lenses/037640.json +++ b/landing/lenses/037640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037710.json b/landing/lenses/037710.json index 5339fcd0966a2049db6ffb90ada05dc998c3dafd..642aefb5f00a434661f2f88e49c96d34738046c1 100644 --- a/landing/lenses/037710.json +++ b/landing/lenses/037710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037760.json b/landing/lenses/037760.json index a8edc93225b3350108eaae6428ee710a4064fcaa..3f1e9eab12ff28d73c34ad10fc3c2a0a7436b3b8 100644 --- a/landing/lenses/037760.json +++ b/landing/lenses/037760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037950.json b/landing/lenses/037950.json index 6990b9501fffa8ad26604da36d6695689e0504e9..a671bf90f323e718b044860d24833f46817883fb 100644 --- a/landing/lenses/037950.json +++ b/landing/lenses/037950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038010.json b/landing/lenses/038010.json index 6983812ab5c3928930e41321e7faf2bc9f620dc3..400fdb5a506e4f4a773494bc9262837e83e65a93 100644 --- a/landing/lenses/038010.json +++ b/landing/lenses/038010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.05, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 7.43, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,14 +650,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 1.3, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.68, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.26, - "sourceRef": "axes.자본구조" + "weight": 30, + "contribution": 0.2, + "sourceRef": "axes.채무상환능력" }, { "id": "axis.사업안정성", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/038010/axes/채무상환능력", "status": "derived", - "detail": "위험점수 1.77, 가중치 25%" + "detail": "위험점수 0.68, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/038010/axes/자본구조", "status": "derived", - "detail": "위험점수 1.30, 가중치 20%" + "detail": "위험점수 1.16, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 8.05, + "grade": "dCR-AA", + "score": 7.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.14, + "grade": "dCR-AA", + "score": 7.44, "assumptions": { "scenarioStress": "moderate" } @@ -851,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 1.08, + "score": 0.74, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 1.77, + "score": 0.81, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 3.45, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.32, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2023", - "score": 5.4, - "grade": "AA", - "pdEstimate": 0.02 + "score": 3.04, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2022", - "score": 18.45, - "grade": "A-", - "pdEstimate": 0.08 + "score": 12.66, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2021", - "score": 60.31, - "grade": "B", - "pdEstimate": 7.0 + "score": 54.87, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2020", - "score": 57.16, - "grade": "B", - "pdEstimate": 7.0 + "score": 46.17, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2019", - "score": 39.36, - "grade": "BB", - "pdEstimate": 1.5 + "score": 22.45, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038060.json b/landing/lenses/038060.json index a80ba57897d17b1d984fea8f74cb89495ed5d314..31935ca710a3f5c9a5b4b017a998f6fc977c6edc 100644 --- a/landing/lenses/038060.json +++ b/landing/lenses/038060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a3acd9fdba84", - "target": "038060", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038070.json b/landing/lenses/038070.json index a8911030b0c2bff0dd0392bcdae77aaf6964509a..ea0c9968a68f850c00ee575938f9308595766b5a 100644 --- a/landing/lenses/038070.json +++ b/landing/lenses/038070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038110.json b/landing/lenses/038110.json index ef425c89af0ddcb00551a5a7f23c96f8c884996e..c34940d0bc99b89048594d377475f6817667d7b6 100644 --- a/landing/lenses/038110.json +++ b/landing/lenses/038110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 18.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 19.15%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038160.json b/landing/lenses/038160.json index 96b07e7c49ac578411fabfe6ba52b01ac6ebf91b..363aedfaee6a5f55ab522b53242725b622b27d0d 100644 --- a/landing/lenses/038160.json +++ b/landing/lenses/038160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -48,10 +48,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -150,7 +150,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -199,7 +199,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -248,7 +248,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -737,14 +737,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -859,10 +859,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -891,7 +891,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2023", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,10 +1045,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1063,10 +1063,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038290.json b/landing/lenses/038290.json index af2d2f5593eaecdb8f8f11c0e4fb683af82be0af..56d0399c193517629de50e4787d41bf162d2b4b3 100644 --- a/landing/lenses/038290.json +++ b/landing/lenses/038290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038340.json b/landing/lenses/038340.json index 3563ab00351461ca6939c26b7d15f3dcf38d378d..906b57526344f9aea2208e7932b6f2e822f672a9 100644 --- a/landing/lenses/038340.json +++ b/landing/lenses/038340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -538,10 +538,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -565,10 +565,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -583,10 +583,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -597,7 +597,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -605,7 +605,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -621,7 +621,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -637,7 +637,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038390.json b/landing/lenses/038390.json index f1c3042f3eccf32100cf26102ffd65786bc73cfd..7da22eab0c1ded3c05b36a5a1fcb9ec2488e220d 100644 --- a/landing/lenses/038390.json +++ b/landing/lenses/038390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038460.json b/landing/lenses/038460.json index 8ef3ecf0a8ce21bce155cbcac902044630f11a0e..f7753447cd2372ecea5057799afaa3bca8d48f66 100644 --- a/landing/lenses/038460.json +++ b/landing/lenses/038460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.86%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1145,7 +1145,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038500.json b/landing/lenses/038500.json index 80e6bf059cb1fbf783991501e28b144983469a74..300c96d5f85342d6a71c2e872df15b4a9bfb53df 100644 --- a/landing/lenses/038500.json +++ b/landing/lenses/038500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038530.json b/landing/lenses/038530.json index 70f71b13ba433105e5fe46950b03d9edffaeb87d..68e0e7e34ffe3393643f33bf13f855f857ba330c 100644 --- a/landing/lenses/038530.json +++ b/landing/lenses/038530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,12 +733,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 필수소비재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9870.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9894.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,13 +1216,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038540.json b/landing/lenses/038540.json index e44d33ffeb41063b5691577c5eed1d8a3be39cee..8bfa212a7c6f93810a0c403b3ebb93e3c1825316 100644 --- a/landing/lenses/038540.json +++ b/landing/lenses/038540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:41ac1572a941", - "target": "038540", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.463 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038620.json b/landing/lenses/038620.json index 0bc51f84eff65f883765edd608840d67d08b2934..89af9832c3794e8b34891311b281881aec8e8fa0 100644 --- a/landing/lenses/038620.json +++ b/landing/lenses/038620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6e6105039379", - "target": "038620", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.274 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038680.json b/landing/lenses/038680.json index e306524a6ee309216b19fd881db70b44dbe8d600..6150b99cbb1ff98ca6b7aa31249bc90965f9cd48 100644 --- a/landing/lenses/038680.json +++ b/landing/lenses/038680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038870.json b/landing/lenses/038870.json index 997261460086a1ba7bc82a5bc68be91b8f7726a9..a07a4919c65ceaf2d75b8a986d946a76f4ac497b 100644 --- a/landing/lenses/038870.json +++ b/landing/lenses/038870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 83점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038880.json b/landing/lenses/038880.json index 91a51cbd0efd8cdb5eb50610d201cf13af441aa3..1de3c3014cacd558728f42eed57dcaec3ff64b72 100644 --- a/landing/lenses/038880.json +++ b/landing/lenses/038880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038950.json b/landing/lenses/038950.json index 5ac30b5a77e3df24e529ad68f08c6d87afacc149..2162996b2e208847cca3c5cde6719f6acef45c1c 100644 --- a/landing/lenses/038950.json +++ b/landing/lenses/038950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +1387,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1409,7 +1409,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1427,8 +1427,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039010.json b/landing/lenses/039010.json index 3df9ba62d09316471adc3171d023eacd15656c72..b72d64654890a51529818c2a966980ad2bf0ddc9 100644 --- a/landing/lenses/039010.json +++ b/landing/lenses/039010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039020.json b/landing/lenses/039020.json index e1ad52ffd7d2221de14a3fa37984cd0f4bb32ca5..be30090bf7221daa17b091790ee264d42ff153b6 100644 --- a/landing/lenses/039020.json +++ b/landing/lenses/039020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039030.json b/landing/lenses/039030.json index 7586cd0044bf28ab53092f5edbc9a1af35e48bdf..f0a37d1b2a42b0476ab863ef974e089aee00e713 100644 --- a/landing/lenses/039030.json +++ b/landing/lenses/039030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039130.json b/landing/lenses/039130.json index ec9b28e1e9886d3188d23a038d474ce0b43b369e..7f1935389488bf1fa8a1ecb5821b933c4338d402 100644 --- a/landing/lenses/039130.json +++ b/landing/lenses/039130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039200.json b/landing/lenses/039200.json index 3db93514a194f6dc5509d1fed1dfeec6a807a542..8ba77029541642a612c18d1c099d02911f37b3eb 100644 --- a/landing/lenses/039200.json +++ b/landing/lenses/039200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039240.json b/landing/lenses/039240.json index 3d27242f00a9a82df7f329f74559dc24749678ca..5d2891795290747f5346da35769d7a8f0e4d8fd4 100644 --- a/landing/lenses/039240.json +++ b/landing/lenses/039240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,7 +932,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1124,10 +1124,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039290.json b/landing/lenses/039290.json index 0f5426c5e63626cd16b586abc67cc9be15d69608..dc3b19d5887f70b529b799836153a0e4d0b9e345 100644 --- a/landing/lenses/039290.json +++ b/landing/lenses/039290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,7 +1385,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1407,7 +1407,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1425,8 +1425,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039310.json b/landing/lenses/039310.json index 61467aaa271ccd4d2be5237fa66b1479de4c38ec..61bb3c42bdca27c65df4d0db282ddd6dd4976dca 100644 --- a/landing/lenses/039310.json +++ b/landing/lenses/039310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 19.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/039310/axes/자본구조", "status": "derived", - "detail": "위험점수 0.53, 가중치 20%" + "detail": "위험점수 0.80, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 19.8, + "score": 19.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 19.81, + "score": 19.89, "assumptions": { "scenarioStress": "moderate" } @@ -853,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.45, + "score": 0.67, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 24.02, + "score": 24.15, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2024", - "score": 22.04, + "score": 22.17, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 40.81, + "score": 41.1, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2022", - "score": 49.17, + "score": 49.6, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2021", - "score": 8.05, + "score": 8.57, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2020", - "score": 32.77, + "score": 33.15, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2019", - "score": 16.6, + "score": 17.11, "grade": "A-", "pdEstimate": 0.08 } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039340.json b/landing/lenses/039340.json index 5f3416a3bfe17699a70de58953bb00cc10e1cb70..4daeb31b11a9f845998cbb0d23a46622ef52d296 100644 --- a/landing/lenses/039340.json +++ b/landing/lenses/039340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039420.json b/landing/lenses/039420.json index 8e0f038a9cc8009586f02fc01dec0d1911c3c591..1d2ff9c21e8e98e8d59e084e4bed4956d70bb23d 100644 --- a/landing/lenses/039420.json +++ b/landing/lenses/039420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 0.94, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 1.94, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 0.94, + "score": 1.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 0.95, + "score": 1.95, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039440.json b/landing/lenses/039440.json index 377f93e65792bf534635025cc0b7752fdde37809..4ef48336ca7393cf5bbb5a70aef07ec4c23679d7 100644 --- a/landing/lenses/039440.json +++ b/landing/lenses/039440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039490.json b/landing/lenses/039490.json index ecf5a0e9c6ac486f2a5e1b8b26eb52415aff999d..902f53861fd158384c30a3dc52260af695142ad3 100644 --- a/landing/lenses/039490.json +++ b/landing/lenses/039490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -834,10 +834,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -856,7 +856,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -924,10 +924,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -943,10 +943,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -966,7 +966,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -974,7 +974,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039560.json b/landing/lenses/039560.json index 76543b9577e09763ede802686706fe32ec9b7baf..8e464c9cd84ecda8e9a8f7f8bceffc66e35befb6 100644 --- a/landing/lenses/039560.json +++ b/landing/lenses/039560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.32, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.32, + "score": 35.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.38, + "score": 36.63, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:79b16c577eee", + "target": "039560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.263 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039570.json b/landing/lenses/039570.json index 56c37235f0a2a133470a73a7ccc5241e1f651809..74d4b8a8d51d0808108b1c7890e612476605d2ee 100644 --- a/landing/lenses/039570.json +++ b/landing/lenses/039570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -768,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -795,10 +795,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039610.json b/landing/lenses/039610.json index 49f5d5c34f5c216f1d282330822cd2da4d2ccfc3..267698c4fd387b3306db09d50e58792aea96fd81 100644 --- a/landing/lenses/039610.json +++ b/landing/lenses/039610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039670.json b/landing/lenses/039670.json index 7d83a0e97ee23260187f9b3d51970a24b8be0847..ac05cf59b1dd8e1e9096d46876ea7887c6670892 100644 --- a/landing/lenses/039670.json +++ b/landing/lenses/039670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -50,10 +50,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -154,7 +154,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -205,7 +205,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -256,7 +256,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1090,10 +1090,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1108,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039740.json b/landing/lenses/039740.json index 3e0713238f07733d2a4e9698a8a5526956f3f5d1..75aefb184ce3acbb4d38c03be1748ccfca68ab4b 100644 --- a/landing/lenses/039740.json +++ b/landing/lenses/039740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039790.json b/landing/lenses/039790.json index f5962d76ea69849efdae37cc8ab151f4b405f68f..84f133a9a9592be6a19fb51eba433bf9cf396ae9 100644 --- a/landing/lenses/039790.json +++ b/landing/lenses/039790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1015,10 +1015,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1033,10 +1033,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039830.json b/landing/lenses/039830.json index b20c64e1b24849ccbf131ddcbf670ec8e0fd7e1b..1c71a445d8d3a20552926656bfe69c4e831193ff 100644 --- a/landing/lenses/039830.json +++ b/landing/lenses/039830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 46.64, + "grade": "dCR-B+", + "score": 48.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 48.22, + "score": 49.54, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 61점으로 등급 하방 압력", @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1051,15 +1046,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1665,12 +1660,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:685015eb02b1", + "target": "039830", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039840.json b/landing/lenses/039840.json index 606f47f58cb58bfc130ebf5fd36a428268a88419..0ae3c8196335b71826f4f7377455d3a7b516fb39 100644 --- a/landing/lenses/039840.json +++ b/landing/lenses/039840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039860.json b/landing/lenses/039860.json index b14627f055b0fd25f41d5d140ef8b5531e9b540f..a8d010bcb875ccfdc90611a30b20d35332075369 100644 --- a/landing/lenses/039860.json +++ b/landing/lenses/039860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039980.json b/landing/lenses/039980.json index ccde13a3130ee3189a2cf6850b7ac702b3b65595..5904169e4929a56cf8863d2fc95729a1d8200aca 100644 --- a/landing/lenses/039980.json +++ b/landing/lenses/039980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.26%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040160.json b/landing/lenses/040160.json index e067ddcc03f4b80ac53000c18e164edbfdcceb75..7f448472468e76058f32ae2f13b292452fdd8db1 100644 --- a/landing/lenses/040160.json +++ b/landing/lenses/040160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040300.json b/landing/lenses/040300.json index f882c05e468377d41bef0638cc4df91968334f18..cbdf2374b6e9885b616657a7579c4df24633f8ea 100644 --- a/landing/lenses/040300.json +++ b/landing/lenses/040300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040350.json b/landing/lenses/040350.json index 01f5417043b971526d0b7cf5904959572517a14a..74b230a1291c0e75ad72e86acb7bb499e5f347d5 100644 --- a/landing/lenses/040350.json +++ b/landing/lenses/040350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,12 +1381,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e9e1a4825f4e", + "target": "040350", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/040420.json b/landing/lenses/040420.json index c0aad08b4c76998bd54308c8888675f3099d40bb..0789a51a4e0dbc5f8de4953ab4ead8efda655a91 100644 --- a/landing/lenses/040420.json +++ b/landing/lenses/040420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f9ddffdc43f2", - "target": "040420", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.751 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/040610.json b/landing/lenses/040610.json index ffd3e5affaa53c4d3a0077ccaf76c5f7795f9d79..3595fb2781da77185d88141c82ea21e757eb0614 100644 --- a/landing/lenses/040610.json +++ b/landing/lenses/040610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040910.json b/landing/lenses/040910.json index e9f58c61c62a3e4a144dd16456118cb50c9ba470..51f024c60fcc8c186a52939692c1c187b141731d 100644 --- a/landing/lenses/040910.json +++ b/landing/lenses/040910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041020.json b/landing/lenses/041020.json index bebbfde80d0e13a01b7a8e1ffa84699df7841fbb..a97ffe93167f7fa194497a4203a406a3bd0fe218 100644 --- a/landing/lenses/041020.json +++ b/landing/lenses/041020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041190.json b/landing/lenses/041190.json index 002a35c20240ba971a9f5f7032c2b8a65850e4a3..f76845f129deb8585e9a709ea99d69c634ed1bc9 100644 --- a/landing/lenses/041190.json +++ b/landing/lenses/041190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -103,7 +103,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -164,7 +164,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -408,13 +408,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -533,14 +533,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -660,10 +660,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -686,8 +686,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -699,8 +699,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -718,10 +718,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -731,7 +731,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -748,7 +748,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041440.json b/landing/lenses/041440.json index 44c67d243713d8454e6576b34937cf3b07990179..9f7248966a01e9d348e0f3c007d7e11f72d655e4 100644 --- a/landing/lenses/041440.json +++ b/landing/lenses/041440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041460.json b/landing/lenses/041460.json index 7f2450ca0976a92782ee2cc9eca5f54fb3cb5c73..b98e052595cea3fa787743d5e2a56c72c46f861b 100644 --- a/landing/lenses/041460.json +++ b/landing/lenses/041460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.34, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.53, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/041460/axes/자본구조", "status": "derived", - "detail": "위험점수 1.85, 가중치 20%" + "detail": "위험점수 2.35, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.34, + "score": 7.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.52, + "score": 8.71, "assumptions": { "scenarioStress": "moderate" } @@ -856,49 +856,49 @@ "gradeHistory": [ { "period": "2026", - "score": 8.41, + "score": 9.16, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2025", - "score": 4.9, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 5.2, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2024", - "score": 3.9, + "score": 4.2, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2023", - "score": 5.74, + "score": 6.04, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2022", - "score": 6.68, + "score": 7.11, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2021", - "score": 2.15, + "score": 2.47, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 2.46, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.44, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2019", - "score": 0.75, + "score": 1.08, "grade": "AAA", "pdEstimate": 0.0 } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041510.json b/landing/lenses/041510.json index 08bf6489024192183f8c0f675026eb62d7c4b229..09dcf1d3e3a1e71dd6a8a34099f4e0187a31829e 100644 --- a/landing/lenses/041510.json +++ b/landing/lenses/041510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:35d6985e8838", + "target": "041510", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041520.json b/landing/lenses/041520.json index 6126642a5b24820c767768ab4fa9182330bfee09..120edc8d52e96238ff9811358e0ad03a989e1968 100644 --- a/landing/lenses/041520.json +++ b/landing/lenses/041520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1121,13 +1121,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041590.json b/landing/lenses/041590.json index e15635791a0d0f29c30ba912d2f093f9c25ca871..3ff3c67eacc69abe65fd48218186be67ec7cd51f 100644 --- a/landing/lenses/041590.json +++ b/landing/lenses/041590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041650.json b/landing/lenses/041650.json index 5ce4690bbd8b7d47ea3ee86360730fe805721474..36530f2f4f895e383cd7e476aeda727c67133039 100644 --- a/landing/lenses/041650.json +++ b/landing/lenses/041650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/041830.json b/landing/lenses/041830.json index c0573775f90bfe05453f906a883b7c14a2526667..532477ce9d9b3a7cdbc458d30f3f602cdefdcf3b 100644 --- a/landing/lenses/041830.json +++ b/landing/lenses/041830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041910.json b/landing/lenses/041910.json index 8cff87cccb1fbbe15d7b8284fb728733bc590185..a0ca9f747af9bfefb43265a644bd3c66a5c27705 100644 --- a/landing/lenses/041910.json +++ b/landing/lenses/041910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -745,10 +745,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -764,10 +764,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -795,7 +795,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041920.json b/landing/lenses/041920.json index 989f78805ddb3bf9f4044b18e4fef3b6efd8f6df..cf01a157fd16ad5a68f99dc72d28f983ae80767a 100644 --- a/landing/lenses/041920.json +++ b/landing/lenses/041920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041930.json b/landing/lenses/041930.json index 0d7de97f018bccc38409e007a7823d48911eb964..91d01240e18ba11f93680b20ee5eab97da918cc3 100644 --- a/landing/lenses/041930.json +++ b/landing/lenses/041930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041960.json b/landing/lenses/041960.json index c87321c50720f8ea19bc675e3c0fada229b2cd85..2ee4c94a75d48d955c781af0c557167c82a6a436 100644 --- a/landing/lenses/041960.json +++ b/landing/lenses/041960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042000.json b/landing/lenses/042000.json index 4a7e44a659e7e690bcaf00ec0b599839caef42c7..ad91c30a89cfe0fa5d0096f244c3d40d0d242c8a 100644 --- a/landing/lenses/042000.json +++ b/landing/lenses/042000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.15, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.54, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,12 +711,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -761,7 +761,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/042000/axes/자본구조", "status": "derived", - "detail": "위험점수 2.58, 가중치 20%" + "detail": "위험점수 3.59, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.15, + "score": 7.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.48, + "score": 7.91, "assumptions": { "scenarioStress": "moderate" } @@ -841,51 +841,51 @@ "gradeHistory": [ { "period": "2026", - "score": 6.2, + "score": 7.74, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2025", - "score": 2.45, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.06, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2024", - "score": 3.42, + "score": 4.07, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2023", - "score": 45.86, + "score": 46.9, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2022", - "score": 40.74, + "score": 41.97, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2021", - "score": 33.42, + "score": 33.98, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2020", - "score": 7.5, - "grade": "AA", - "pdEstimate": 0.02 + "score": 8.15, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2019", - "score": 7.59, - "grade": "AA", - "pdEstimate": 0.02 + "score": 8.26, + "grade": "AA-", + "pdEstimate": 0.03 } ], "coverage": { @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1443,12 +1443,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5595753f5e33", + "target": "042000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.629 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042040.json b/landing/lenses/042040.json index 7b11fb6082fbf2a12b3b0ca98f7c5ea62105dd7c..a463e4725ee95e7dcc01118fc2772b5c84da42e0 100644 --- a/landing/lenses/042040.json +++ b/landing/lenses/042040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1397.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1633.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1218,10 +1218,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042110.json b/landing/lenses/042110.json index c3944f591401a57ffd6096e5ee4c0eca9e11f194..6b4c5ca2d0e89afc1ee7d539c7b28ab16ccf5c97 100644 --- a/landing/lenses/042110.json +++ b/landing/lenses/042110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042370.json b/landing/lenses/042370.json index 7a6ee016e2521d29a876bf5637a1214222f1166d..a1d07a2b8094ea1f90f130c57ed1332bb0e36d88 100644 --- a/landing/lenses/042370.json +++ b/landing/lenses/042370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -883,19 +883,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -909,15 +909,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.025, + "score": 0.02, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -962,17 +962,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1041,7 +1041,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,12 +1321,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7512b46de7da", + "target": "042370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.715 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042420.json b/landing/lenses/042420.json index 1015386d010e2c3a0dac01277995c65792fb1d6c..1dead1d56c70959b0975e7434f13a3dc4207b290 100644 --- a/landing/lenses/042420.json +++ b/landing/lenses/042420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042500.json b/landing/lenses/042500.json index ca4c65ed63db416c08986fea2d66c1553aef7f40..45f928c5aa06b8e785f1a4bccd5b8c548c10172f 100644 --- a/landing/lenses/042500.json +++ b/landing/lenses/042500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042510.json b/landing/lenses/042510.json index 458b7ada4d7380b5a47c973711c9c6a29da6245d..c96f9d09fa33d45551e51079c541a44683b967bc 100644 --- a/landing/lenses/042510.json +++ b/landing/lenses/042510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:74db0555b462", + "target": "042510", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.421 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042520.json b/landing/lenses/042520.json index 770b49afb84d191c69d3ce87df259e06814c919e..289a54a9e1013163fbd737cee87ea6da4abf3491 100644 --- a/landing/lenses/042520.json +++ b/landing/lenses/042520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,15 +1090,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.775, + "score": -0.78, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042600.json b/landing/lenses/042600.json index 602cfc4fb1ea0c99780f6dd99b3bd14560dc6706..d5646cdce79aaee6c193e7070bbae43492ea8e79 100644 --- a/landing/lenses/042600.json +++ b/landing/lenses/042600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042660.json b/landing/lenses/042660.json index fc83d0db3ad1e0a83150f469b5d6b3ba59bd749d..028cb097ca013aac9fd1cea954ce26a3c5a87811 100644 --- a/landing/lenses/042660.json +++ b/landing/lenses/042660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -627,13 +627,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1065,19 +1065,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1223,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1232,7 +1232,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1561,12 +1561,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9eec22eb8c03", + "target": "042660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.997 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042670.json b/landing/lenses/042670.json index d2fc1f7eb009af425e046b525ce560f21ff9eb82..9fe52ad1cd1f9e499d5ef299be2cf7948039f5cc 100644 --- a/landing/lenses/042670.json +++ b/landing/lenses/042670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-26", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -780,7 +780,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -800,7 +800,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-26", "period": "2024", "status": "derived", @@ -821,7 +821,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-26", "period": "2024", "status": "observed", @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -957,10 +957,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -975,10 +975,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -989,7 +989,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042700.json b/landing/lenses/042700.json index 7339d89ec8d08f447185d834ce550eee16e8405e..39ad79434886345dece66d59fabc20f715b261f9 100644 --- a/landing/lenses/042700.json +++ b/landing/lenses/042700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042940.json b/landing/lenses/042940.json index 8b4e93f88bb15db7293264a444a6e910384daa75..76de6926433079ab7b72084d53fd71830d881dea 100644 --- a/landing/lenses/042940.json +++ b/landing/lenses/042940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043090.json b/landing/lenses/043090.json index b495803de9904f90ccf9beeac5e00a1866d21ee1..f1fe7bc9bb8952bd6afaf18a662da4230afb944e 100644 --- a/landing/lenses/043090.json +++ b/landing/lenses/043090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1923.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1961.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-07", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043100.json b/landing/lenses/043100.json index d46a042c5f00ef4026f91e477301ca4d7c18979a..86d46f6ad441e8cca82466385c1b05ec567ec056 100644 --- a/landing/lenses/043100.json +++ b/landing/lenses/043100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,12 +648,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043150.json b/landing/lenses/043150.json index 46bc44c695ab86895c042699fe313e99ff1b3ebd..bcee989175d05690dfbb58e920642aaacf4d350f 100644 --- a/landing/lenses/043150.json +++ b/landing/lenses/043150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.22, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.22, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.22, + "score": 6.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 5.66, + "score": 6.66, "assumptions": { "scenarioStress": "moderate" } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043200.json b/landing/lenses/043200.json index 042eb65f3f61470539af194cfc9f1daa5f4feed6..6609b4534d970a04b1774023ea6be48d45295db9 100644 --- a/landing/lenses/043200.json +++ b/landing/lenses/043200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-03", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-03", "period": "2025", "status": "derived", @@ -1138,7 +1138,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-03", "period": "2025", "status": "observed", @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043220.json b/landing/lenses/043220.json index e67b32f01c6702b4dca29ac8479b4021ae0db927..730b1cf91315d48674c89dbecc5e5ebbdca5cc68 100644 --- a/landing/lenses/043220.json +++ b/landing/lenses/043220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-09", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-09", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-09", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043260.json b/landing/lenses/043260.json index d0f9a4e01133962c9b01c07398b22f9567bbb293..989e322660e931a3dc9f552766ab5813e97a03f3 100644 --- a/landing/lenses/043260.json +++ b/landing/lenses/043260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043340.json b/landing/lenses/043340.json index e46405b1cfc8a82b3a7f239986f504fae7e06769..cb19f74d2da5460542f6b48a91451ce860cb194f 100644 --- a/landing/lenses/043340.json +++ b/landing/lenses/043340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043360.json b/landing/lenses/043360.json index 1a146f4d1412684ebb8206962ff640d7fb8d5849..d41e6bae6e74e0fc537dd3c19163817b880885b3 100644 --- a/landing/lenses/043360.json +++ b/landing/lenses/043360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -778,10 +778,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043370.json b/landing/lenses/043370.json index 6d01c473cb52bee8b0d340f67ae9ecff717bd2fe..a921ed0b8c9ee04f8e2d44d2401a7df22224aa83 100644 --- a/landing/lenses/043370.json +++ b/landing/lenses/043370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,12 +1600,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1b4048ffa91f", + "target": "043370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.438 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043590.json b/landing/lenses/043590.json index d939e7345e10a2cb88e68a78ec939b3ef3e0d5a7..ca25b43840f6b99245e4bdaf755939743c1dedc6 100644 --- a/landing/lenses/043590.json +++ b/landing/lenses/043590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 43.50, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.47, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 43.5, + "grade": "dCR-BB", + "score": 39.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 43.91, + "grade": "dCR-BB", + "score": 39.91, "assumptions": { "scenarioStress": "moderate" } @@ -907,12 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 14.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043610.json b/landing/lenses/043610.json index aa73e830716f19d6f6fcdbb83e99e52e29e5467f..6fa0927f2fc3d967712aa2bb14bdcf0854749df6 100644 --- a/landing/lenses/043610.json +++ b/landing/lenses/043610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,7 +1668,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1690,7 +1690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1708,8 +1708,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/043650.json b/landing/lenses/043650.json index 5ec7c21ac8b3d81efbb68f19dafac4926e59cfab..bff82108723509586e4cd90231791747c09daaae 100644 --- a/landing/lenses/043650.json +++ b/landing/lenses/043650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,10 +1194,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043710.json b/landing/lenses/043710.json index 1d87a7e7958db39ccfc2ddb507ab53dcc9d1d4db..affa0ca67ebd1f6870eef56766972c408581b081 100644 --- a/landing/lenses/043710.json +++ b/landing/lenses/043710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 15.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 22.55%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -982,15 +982,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1008,15 +1008,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.65, + "score": -0.655, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,17 +1061,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1384,88 +1384,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c9878ae08a36", - "target": "043710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.599 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043910.json b/landing/lenses/043910.json index bc4dee8d1e0a8605fb69ae756e3b56c4dbafac34..81a9e3750ddd9d33a0e7ce6abacaf7fb0f0b692c 100644 --- a/landing/lenses/043910.json +++ b/landing/lenses/043910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 12.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044060.json b/landing/lenses/044060.json index 203b2d4e67e0b8781431ebdd00e726894c60393d..c85557a1a50c5ce76ea8dc54ffedf25627b337e0 100644 --- a/landing/lenses/044060.json +++ b/landing/lenses/044060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 55.72, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 8.36, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/044060/axes/유동성", "status": "derived", "detail": "위험점수 55.72, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/044060/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,82 +521,24 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2025-08-20", + "asOf": "2026-08-23", + "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "partial", + "status": "blocked", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "low", - "score": 34.7, + "level": "blocked", + "score": 8.0, "method": "threeBlockCoverageAndSignalClarity" }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2025-08-20", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2025-08-20", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-08-20", - "detail": "괴리 판정의 price 입력" - } - ], + "drivers": [], + "claims": [], + "evidence": [], "assumptions": [ { "id": "expectationMethod", @@ -606,6 +564,12 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -645,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -936,8 +900,8 @@ } }, "statusCounts": { - "partial": 3, - "blocked": 2 + "partial": 2, + "blocked": 3 }, "gaps": [ { @@ -989,13 +953,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -1087,6 +1044,13 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" + }, { "id": "macro.company.sectorKey", "status": "missing", diff --git a/landing/lenses/044180.json b/landing/lenses/044180.json index fc9619cec8bce324f77584d612694c69e0451830..b52cde0bee43a425a6b034df3a6bd02e59e9e6ad 100644 --- a/landing/lenses/044180.json +++ b/landing/lenses/044180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 506.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 602.07%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044340.json b/landing/lenses/044340.json index 164fb3faf3dd9f7b57cdef08ab9dae59ae80ec2d..25e97a4bfa6d51e4cde0b78a34f792c7d8aa3807 100644 --- a/landing/lenses/044340.json +++ b/landing/lenses/044340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044380.json b/landing/lenses/044380.json index bea5b951611903b300060dbee4c34be770cee2eb..75c2fc89d2ca75d31b30939fdc2007f8b62e8152 100644 --- a/landing/lenses/044380.json +++ b/landing/lenses/044380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044450.json b/landing/lenses/044450.json index 3cc945b5b59fd1bd383dbe4cdb24a09a0f4847d2..2e6daba1315ba94ed1ba3be7d7f25afe3779026f 100644 --- a/landing/lenses/044450.json +++ b/landing/lenses/044450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044480.json b/landing/lenses/044480.json index fbf2cf4c952c61bff5ac993b0e1433465a288b96..16cbd9cf51aba5127c9b616d28d22e87a7de8bd1 100644 --- a/landing/lenses/044480.json +++ b/landing/lenses/044480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 150.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 138.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,7 +1430,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", diff --git a/landing/lenses/044490.json b/landing/lenses/044490.json index a9cb6e7344636285747545895edbb0db46c96bb9..6efe78cb23d91e004d12a489d6a9a4d558063ec7 100644 --- a/landing/lenses/044490.json +++ b/landing/lenses/044490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -628,18 +628,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.41, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.41, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,15 +823,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.41, + "grade": "dCR-A-", + "score": 16.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 15.08, + "grade": "dCR-A-", + "score": 17.08, "assumptions": { "scenarioStress": "moderate" } @@ -914,10 +914,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044780.json b/landing/lenses/044780.json index e9a6dcaae80796042640fc84cef9fc680e0b7996..6ce0acec54c83bad10a02cec536907351e1f43d5 100644 --- a/landing/lenses/044780.json +++ b/landing/lenses/044780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044820.json b/landing/lenses/044820.json index ba62ec72dcc1dae7bf32350db9f3b6564dc7b506..d78f6935af7dd58138566ab97050efe9f6b80e8c 100644 --- a/landing/lenses/044820.json +++ b/landing/lenses/044820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044960.json b/landing/lenses/044960.json index 1da0d82fea6f297c3d2bd3c4b9c0989e25b4f2cf..b7907d482435e95e99fbfbdf1154d4660bf6626f 100644 --- a/landing/lenses/044960.json +++ b/landing/lenses/044960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044990.json b/landing/lenses/044990.json index fdde4a009b6b460a9eda5b14f6b021c64a4f6962..c04f332a236b62edaaaec86366d26a598388157d 100644 --- a/landing/lenses/044990.json +++ b/landing/lenses/044990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -695,15 +695,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -721,8 +721,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,8 +754,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -766,17 +766,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -803,7 +803,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -843,7 +843,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -852,7 +852,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -884,10 +884,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045060.json b/landing/lenses/045060.json index 1b2677f901c4318fb946b73aa98f04d039bd7315..2f87eb364171e016a80368700e5773ef7479ac16 100644 --- a/landing/lenses/045060.json +++ b/landing/lenses/045060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 2.90, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 2.93, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -646,7 +646,7 @@ "value": 0.0, "unit": "riskScore", "direction": "positive", - "weight": 25, + "weight": 30, "contribution": 0.0, "sourceRef": "axes.채무상환능력" }, @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/045060/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" + "detail": "위험점수 0.00, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/045060/axes/자본구조", "status": "derived", - "detail": "위험점수 1.45, 가중치 20%" + "detail": "위험점수 1.68, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 2.9, + "score": 2.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 2.93, + "score": 2.97, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 0.64, + "score": 0.95, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.27, + "score": 0.41, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.3, + "score": 0.47, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.75, + "score": 0.76, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 2.11, + "score": 1.41, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 3.86, + "score": 3.04, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2020", - "score": 6.88, + "score": 5.35, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2019", - "score": 10.36, - "grade": "A+", - "pdEstimate": 0.04 + "score": 7.62, + "grade": "AA", + "pdEstimate": 0.02 } ], "coverage": { @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045100.json b/landing/lenses/045100.json index cde32c116e7beb94ce22ba3dc586bb7827758342..2a6b313c59b4ddbe074c43d37a1bc123dbbd5a31 100644 --- a/landing/lenses/045100.json +++ b/landing/lenses/045100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045300.json b/landing/lenses/045300.json index f5aede6b7962d643717ebfd890f2ab0d2efd9827..aa41637bf7476433d70afd96b8172e79ff665da7 100644 --- a/landing/lenses/045300.json +++ b/landing/lenses/045300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045340.json b/landing/lenses/045340.json index bd312d39edcfdacca65102ee491e7344b6a251e6..f2e1b004075b589440be0010f62c880a389241b7 100644 --- a/landing/lenses/045340.json +++ b/landing/lenses/045340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045390.json b/landing/lenses/045390.json index ecc38220b485be23e585f61901c945babaa08118..c6c7da58a2ae56b814c3e808c298ae21779f88ec 100644 --- a/landing/lenses/045390.json +++ b/landing/lenses/045390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045510.json b/landing/lenses/045510.json index c49892b21590f97d1c28a094ec4d077608d29782..8e4eaca619959e5c7c3ebdd164c5ec81b388962c 100644 --- a/landing/lenses/045510.json +++ b/landing/lenses/045510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045520.json b/landing/lenses/045520.json index 2c7e28c8320310b5ad9b175750953e311f5857d3..3ca80379183b564bd5acdee7c7c3c0d8ea18746b 100644 --- a/landing/lenses/045520.json +++ b/landing/lenses/045520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -766,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045660.json b/landing/lenses/045660.json index 4551859b1164e52c9cffdeb8fb5b2664aac0047e..97273bfcdca0b3f9d708713bd76fedf9cc5c8fd8 100644 --- a/landing/lenses/045660.json +++ b/landing/lenses/045660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045970.json b/landing/lenses/045970.json index 9783421ef73ea5c5093992e52b00abed71cbecb2..5e6ed974e5e198b1a05f4ef9d353aeebd109781a 100644 --- a/landing/lenses/045970.json +++ b/landing/lenses/045970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 11.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 40.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046070.json b/landing/lenses/046070.json index 599f50b9cfa717bc8805ad0e82509968b69e1daf..0c32f1413474dd472b5e9cb9d5f08dbfad9bfbd3 100644 --- a/landing/lenses/046070.json +++ b/landing/lenses/046070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.27, + "score": -0.275, "direction": "negative", "sourceRef": "expectation.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046120.json b/landing/lenses/046120.json index 7a5e93b3325dbf7e3948a927d5d1e7c38976f779..eea096bc1f036e1032547dd0a5580085f3b76189 100644 --- a/landing/lenses/046120.json +++ b/landing/lenses/046120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 47.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 50.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 47.1, + "grade": "dCR-B+", + "score": 50.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.72, + "grade": "dCR-B+", + "score": 51.26, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046210.json b/landing/lenses/046210.json index de87c983a11476311496803c155719cbd4fb22cb..27be3dcdafa77c600a0f55a0556c81e5061a8593 100644 --- a/landing/lenses/046210.json +++ b/landing/lenses/046210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046310.json b/landing/lenses/046310.json index 45b9237c3ade62b9738dc78eb78c2b597e371d3d..189b0d547818a7e8db851d0e7abd59def93401ef 100644 --- a/landing/lenses/046310.json +++ b/landing/lenses/046310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.135, + "score": -0.14, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046390.json b/landing/lenses/046390.json index e3253f45e1fb617ae421614685a9043cc6b2ec5f..38e5aae0a594214fa03f0d8129d32c45fa12c86d 100644 --- a/landing/lenses/046390.json +++ b/landing/lenses/046390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +1387,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1409,7 +1409,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1427,8 +1427,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046400.json b/landing/lenses/046400.json index 541f9252cb684d95fdfeeb8eb4ae432449f23521..38db3df4445689eda81bc0d446559dd3dcb1cfdf 100644 --- a/landing/lenses/046400.json +++ b/landing/lenses/046400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,10 +1157,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046440.json b/landing/lenses/046440.json index a837ffde781de31b10a3ca603a39769ea9766e56..664782cdffd51d5494c59e348ea3ee79f1b15f39 100644 --- a/landing/lenses/046440.json +++ b/landing/lenses/046440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046890.json b/landing/lenses/046890.json index 5da4e2c4bf39e371facc3d9d8e81084472753a04..1e998dd1f3e253cc7cce738909cf94e15383d203 100644 --- a/landing/lenses/046890.json +++ b/landing/lenses/046890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046940.json b/landing/lenses/046940.json index 92882164f32d3e584a98ce59b0f3d1d64d2b5b08..e1baa7ada3333487016a0ea32a3f0cbe58d44f52 100644 --- a/landing/lenses/046940.json +++ b/landing/lenses/046940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cfa0b94ea0ab", + "target": "046940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046970.json b/landing/lenses/046970.json index 3074906e111809831508c65b7bb3dd1976f88317..65f66b6f79ff114b1ecef5fd3d1065fbd5e2dfb7 100644 --- a/landing/lenses/046970.json +++ b/landing/lenses/046970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047040.json b/landing/lenses/047040.json index 7f07f96a50cb7d75cf941b8ad967cd595eb63e25..fbdec63ebe757c2cbfc81e5e693bcdcea4f90430 100644 --- a/landing/lenses/047040.json +++ b/landing/lenses/047040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047050.json b/landing/lenses/047050.json index 9693884eccf8fd9c450feaed66de46adc35c5691..004fe01fc6cae3059f9a12196c1a00d7626686ce 100644 --- a/landing/lenses/047050.json +++ b/landing/lenses/047050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/047080.json b/landing/lenses/047080.json index 9f9b5ac6dbb08796a6541fc9ec5ffe7d6ccfbef9..c4d297b8872b3516f71c7faaf5bc48895b44e83f 100644 --- a/landing/lenses/047080.json +++ b/landing/lenses/047080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/047310.json b/landing/lenses/047310.json index 89242d6ac7b8ecd2bb5b24d6dc99a14ea829122e..03769471009898492324a715014af4c0b20e5737 100644 --- a/landing/lenses/047310.json +++ b/landing/lenses/047310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047400.json b/landing/lenses/047400.json index cb14c898e4e582d502946b426227b591154755fa..b6fc215cc8e35a652315ee35a4450ab75156f310 100644 --- a/landing/lenses/047400.json +++ b/landing/lenses/047400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 54.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 54.04, + "score": 51.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 54.92, + "score": 51.94, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 25.24%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1554,88 +1554,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b0a8700000fd", - "target": "047400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.245 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047560.json b/landing/lenses/047560.json index 446b3151b0e672eaaf94f2d754e41954f9f099cc..1926bf317c3ab7e7b1d2434eafad4c21a0130edf 100644 --- a/landing/lenses/047560.json +++ b/landing/lenses/047560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -652,14 +652,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 23.23, + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 24.05, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 4.65, - "sourceRef": "axes.자본구조" + "weight": 10, + "contribution": 2.41, + "sourceRef": "axes.사업안정성" }, { "id": "axis.채무상환능력", @@ -696,7 +696,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/047560/axes/자본구조", "status": "derived", - "detail": "위험점수 23.23, 가중치 20%" + "detail": "위험점수 31.50, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -771,51 +771,51 @@ "gradeHistory": [ { "period": "2026", - "score": 34.07, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 42.23, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2025", - "score": 50.38, + "score": 53.69, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2024", - "score": 46.65, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 48.35, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2023", - "score": 44.14, + "score": 45.67, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2022", - "score": 42.64, + "score": 44.27, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2021", - "score": 17.7, + "score": 18.88, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2020", - "score": 19.7, + "score": 21.29, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2019", - "score": 52.66, - "grade": "B+", - "pdEstimate": 4.0 + "score": 55.34, + "grade": "B", + "pdEstimate": 7.0 } ], "coverage": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047730.json b/landing/lenses/047730.json index 2653d1a76cab87cd2c23a00732a5230099c81711..c0190c22109bd934e0ecd0a2605d31cd85e95802 100644 --- a/landing/lenses/047730.json +++ b/landing/lenses/047730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047770.json b/landing/lenses/047770.json index 6fca0c26930df7ca6d0f140692403dce9f4bf77d..9cb2deafe79ae23876bb0a8c5581e32074df2653 100644 --- a/landing/lenses/047770.json +++ b/landing/lenses/047770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047810.json b/landing/lenses/047810.json index 5a2ae0a9ace21a5212a18bc93d7ee75bf6915bfb..7c41d418ce23c6fd90e2d61c3e962336d46b7369 100644 --- a/landing/lenses/047810.json +++ b/landing/lenses/047810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": { "totalNotch": 1, "reasons": [ - "시가총액 15조" + "시가총액 13조" ] }, "divergenceExplanation": [ @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,12 +1464,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4cc7c7698bfb", + "target": "047810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.52 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047820.json b/landing/lenses/047820.json index d645995e11a6a7904043a8e38bb3687efca4ecb1..de2b20c42243d092ed0575099a30b3056a9364c4 100644 --- a/landing/lenses/047820.json +++ b/landing/lenses/047820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047920.json b/landing/lenses/047920.json index ae68100f276ad09720b0728b4dc1afff55575adb..2f6a803c2db2ecbda4f34382156df36433859028 100644 --- a/landing/lenses/047920.json +++ b/landing/lenses/047920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048260.json b/landing/lenses/048260.json index 82296062551e2d3b08acdb4c7152cc381d578555..052e8b32662c223f63715ec9b831ccc5360a3fee 100644 --- a/landing/lenses/048260.json +++ b/landing/lenses/048260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048410.json b/landing/lenses/048410.json index bc0b1a985f838f27230ba4bb819638361a2c2e68..f3e6323eebd76d57c5f1ae3c470f6c50e2945a1f 100644 --- a/landing/lenses/048410.json +++ b/landing/lenses/048410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048430.json b/landing/lenses/048430.json index 359eb61139113baef4ed5e8972ec2c9afab3f080..1307c17bb553dbaba00f36562b6bbd8b2e1e0b86 100644 --- a/landing/lenses/048430.json +++ b/landing/lenses/048430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048470.json b/landing/lenses/048470.json index 820f3f5b32a40579b16ca3ec319f80c34579ea2b..4c55f47ee976c909e1c6436d15a52c043d536451 100644 --- a/landing/lenses/048470.json +++ b/landing/lenses/048470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048530.json b/landing/lenses/048530.json index 4e9fc6b98a22dd543248063d5e37d6fac78d8926..d7b60555e6188eae4815c436286002e8f5d893cb 100644 --- a/landing/lenses/048530.json +++ b/landing/lenses/048530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/048550.json b/landing/lenses/048550.json index 9a0d0cc3fe1543211708bb60a92df0524fb2d01b..e7b0438bb3eefed52869dc8173c8ec6361970a2a 100644 --- a/landing/lenses/048550.json +++ b/landing/lenses/048550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -992,7 +992,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048770.json b/landing/lenses/048770.json index ffdb7748e28ef24e4e32ecc7c44b05eff8bc04db..d29af4fd40672d7bd7f7edbbc602c310a5505862 100644 --- a/landing/lenses/048770.json +++ b/landing/lenses/048770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 53.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 53.98, + "score": 54.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.31, + "score": 55.56, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048830.json b/landing/lenses/048830.json index be23dab993013bea49d4c4a553c42c054c667e6b..83f7041c06cf53e468262ec4559ae1acbc66ca9e 100644 --- a/landing/lenses/048830.json +++ b/landing/lenses/048830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.61, + "score": 0.615, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048870.json b/landing/lenses/048870.json index fe73b5e888680909e2d7d6e3ffba072b39066b2b..c476daed70bfa20b1fc825dc8ce3a183ccb51ee8 100644 --- a/landing/lenses/048870.json +++ b/landing/lenses/048870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.08, + "score": -0.085, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048910.json b/landing/lenses/048910.json index 305bceef043996531e84689be7d0eb9469d60aea..81e9d90039374429ce0a166d34257a13455fd529 100644 --- a/landing/lenses/048910.json +++ b/landing/lenses/048910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049070.json b/landing/lenses/049070.json index a51481e6140dec8996b90366baeafd37dc0c3f98..ee0a3c6c10c8818ec70e24d35c1799157cec564c 100644 --- a/landing/lenses/049070.json +++ b/landing/lenses/049070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0db3764c8a78", - "target": "049070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.656 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049080.json b/landing/lenses/049080.json index 526c40cf72618440f2f16d84b30337c6b75726fd..a217895aba317afea50f76f477b16c390eebb978 100644 --- a/landing/lenses/049080.json +++ b/landing/lenses/049080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049120.json b/landing/lenses/049120.json index 1875017cf9c1ec662d760e3f47a5f75a43a01053..4169c07fa72aa5a599fd16228a7288f85f285181 100644 --- a/landing/lenses/049120.json +++ b/landing/lenses/049120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049130.json b/landing/lenses/049130.json index 2744b62ec025ac82e78b0d9331deb08682af01a3..2d11b038002176812dcc70118f6c605035a72906 100644 --- a/landing/lenses/049130.json +++ b/landing/lenses/049130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,20 +249,10 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -278,7 +268,7 @@ "label": "유동성", "value": 33.84, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 15, "contribution": 5.08, "sourceRef": "axes.유동성" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/049130/axes/유동성", "status": "derived", "detail": "위험점수 33.84, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/049130/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -865,6 +849,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/049180.json b/landing/lenses/049180.json index bea880609b7b6cfcbad3142b1867d5c83a50549c..b882b32f69c96aca29e715641cdd6932f5dde671 100644 --- a/landing/lenses/049180.json +++ b/landing/lenses/049180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049430.json b/landing/lenses/049430.json index 53432f252a1a54ee75f1ab3462c0020b7dc50d89..700c21540bcc117d50bbdf9735963bf4d343790f 100644 --- a/landing/lenses/049430.json +++ b/landing/lenses/049430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:632a5a1c1f9f", - "target": "049430", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.411 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049470.json b/landing/lenses/049470.json index 9ca67385ed857a0f416af30ebf80f9c79f822fa7..4a7243e8d3825629d072489e51e5b55df387e147 100644 --- a/landing/lenses/049470.json +++ b/landing/lenses/049470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049480.json b/landing/lenses/049480.json index d7e7c06c3d20bcad20d2830570632a2317b3ea0f..edc95b256cee53511fd871e533d216a5b39d59a2 100644 --- a/landing/lenses/049480.json +++ b/landing/lenses/049480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fb60151cb112", + "target": "049480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.549 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049520.json b/landing/lenses/049520.json index 9d519cb0e33b0c7f4e3f05e56f0bd940d27b6ee0..a17234272e7ed1075f2266d8283a41951e6c8559 100644 --- a/landing/lenses/049520.json +++ b/landing/lenses/049520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.83, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.97, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,11 +652,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 0.51, + "value": 0.26, "unit": "riskScore", "direction": "positive", "weight": 25, - "contribution": 0.13, + "contribution": 0.07, "sourceRef": "axes.채무상환능력" }, { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/049520/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.51, 가중치 25%" + "detail": "위험점수 0.26, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/049520/axes/자본구조", "status": "derived", - "detail": "위험점수 1.92, 가중치 20%" + "detail": "위험점수 2.96, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.83, + "score": 6.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.04, + "score": 7.22, "assumptions": { "scenarioStress": "moderate" } @@ -851,49 +851,49 @@ "gradeHistory": [ { "period": "2026", - "score": 2.02, + "score": 2.79, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 1.52, + "score": 1.67, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 1.7, + "score": 1.77, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 3.08, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.37, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2022", - "score": 9.82, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 7.64, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2021", - "score": 33.0, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 31.23, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2020", - "score": 38.61, + "score": 38.23, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2019", - "score": 0.44, + "score": 0.69, "grade": "AAA", "pdEstimate": 0.0 } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:981774f59374", + "target": "049520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.512 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049550.json b/landing/lenses/049550.json index 02e81ccf6c2880a08773f4464199f41baf75b867..24534fade93b645e4eb08ab1628fa1bc05b73306 100644 --- a/landing/lenses/049550.json +++ b/landing/lenses/049550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049630.json b/landing/lenses/049630.json index 1b4a6a6452bf4fb2c5f9a979ad75ee736184e6eb..b5ead693ff20d7bf27bdae2930c802226711039c 100644 --- a/landing/lenses/049630.json +++ b/landing/lenses/049630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049720.json b/landing/lenses/049720.json index 76163f31884369738eb3d1d6da49e3dc651d92fc..116b67c5a6e0c5966de536604ffb27b6373485c6 100644 --- a/landing/lenses/049720.json +++ b/landing/lenses/049720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:39f3ace32fca", + "target": "049720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049770.json b/landing/lenses/049770.json index 8e2e1fcf0e08d17f7999eaada8b51415b512a670..381275a0498cbcf9af4584435c8fb85bb13714d0 100644 --- a/landing/lenses/049770.json +++ b/landing/lenses/049770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049800.json b/landing/lenses/049800.json index 206971f52bdd24d52b0fe2424323e8f720a5767c..2ea8867fced0e7caf9d183c0b80eb63bbc65a01a 100644 --- a/landing/lenses/049800.json +++ b/landing/lenses/049800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049830.json b/landing/lenses/049830.json index 3099a01c0d128b2fa5b19c2154858df38fe9a0c3..5c9e8a3bc8ae76ec8bb52182974528175355c0bd 100644 --- a/landing/lenses/049830.json +++ b/landing/lenses/049830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,14 +631,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -753,10 +753,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -772,10 +772,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -799,10 +799,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -817,10 +817,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -855,7 +855,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -871,7 +871,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049950.json b/landing/lenses/049950.json index 4072bb773da43d54d5e94526d134987e8415f66f..e80ab7ca9217d31aed51cd9295782dd54829a6a0 100644 --- a/landing/lenses/049950.json +++ b/landing/lenses/049950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,15 +1426,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/049960.json b/landing/lenses/049960.json index 7cc93e937ec9e25ab4a5fb4dd403b3acedc5a824..c084ee3b75478ab117f2e247b4b803225a9baa8a 100644 --- a/landing/lenses/049960.json +++ b/landing/lenses/049960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050090.json b/landing/lenses/050090.json index 16a42e4f170582085e69933c7c265a5411a6228e..15ad2ba43bc46aa25922c693bc17ade57566e7a2 100644 --- a/landing/lenses/050090.json +++ b/landing/lenses/050090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -921,7 +921,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -934,8 +934,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -965,7 +965,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1092,7 +1092,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050110.json b/landing/lenses/050110.json index 41b6cfba83cc74ef2194f58db2d2f119613d4e2f..4c181839cb6702146830c646a44093272fe951f9 100644 --- a/landing/lenses/050110.json +++ b/landing/lenses/050110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-B-", - "summary": "dCR 위험점수 63.45, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 58.94, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -662,21 +662,21 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 87.37, + "value": 69.35, "unit": "riskScore", "direction": "negative", "weight": 25, - "contribution": 21.84, + "contribution": 17.34, "sourceRef": "axes.채무상환능력" }, { "id": "axis.자본구조", "label": "자본구조", - "value": 56.43, + "value": 60.61, "unit": "riskScore", "direction": "negative", "weight": 20, - "contribution": 11.29, + "contribution": 12.12, "sourceRef": "axes.자본구조" } ], @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/050110/axes/채무상환능력", "status": "derived", - "detail": "위험점수 87.37, 가중치 25%" + "detail": "위험점수 69.35, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/050110/axes/자본구조", "status": "derived", - "detail": "위험점수 56.43, 가중치 20%" + "detail": "위험점수 60.61, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B-", - "score": 63.45, + "grade": "dCR-B", + "score": 58.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B-", - "score": 64.33, + "grade": "dCR-B", + "score": 59.91, "assumptions": { "scenarioStress": "moderate" } @@ -851,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 25.62, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 30.95, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 75.11, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 65.97, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2024", - "score": 50.91, - "grade": "B+", - "pdEstimate": 4.0 + "score": 45.79, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2023", - "score": 52.62, + "score": 50.83, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 43.68, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 35.81, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2021", - "score": 52.68, + "score": 49.18, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2020", - "score": 58.44, - "grade": "B", - "pdEstimate": 7.0 + "score": 49.74, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2019", - "score": 43.25, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 36.93, + "grade": "BB+", + "pdEstimate": 0.75 } ], "coverage": { @@ -906,12 +906,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 10.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 87점으로 등급 하방 압력", + "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 34.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050120.json b/landing/lenses/050120.json index 3a1102e7884873714e3a87372cb50fd41bb51be1..8dec616eb9a9892641cb7ed1e0acc84d14f0f3b7 100644 --- a/landing/lenses/050120.json +++ b/landing/lenses/050120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -964,19 +964,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,17 +1043,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1122,7 +1122,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1131,7 +1131,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,10 +1190,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1589,8 +1589,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/050540.json b/landing/lenses/050540.json index cf8159a9ebc6b1de4d5f8b1501abc04ae1a980de..7beacc06f24a8e95b2b7c6389ef3ce629ebdb967 100644 --- a/landing/lenses/050540.json +++ b/landing/lenses/050540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050760.json b/landing/lenses/050760.json index b0bbcaa99b1a4767f38bc134b0689e82491252e6..472d52b7713dd5f6b5efcbf92be461a5ac088389 100644 --- a/landing/lenses/050760.json +++ b/landing/lenses/050760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:84a7ba82a7a6", - "target": "050760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.749 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/050860.json b/landing/lenses/050860.json index a98b6f1eabe839c8be98577a31178b8a03fcb95f..4d5d017746685ff262d35ac4f026ce0e6f7e148b 100644 --- a/landing/lenses/050860.json +++ b/landing/lenses/050860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,10 +1081,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050890.json b/landing/lenses/050890.json index 3ed8525dc45c76458cf4eb2c91ea4d4c89142ef8..a3be1de7a9ed2e5f9f5cb7b463ab0b35176ee5ef 100644 --- a/landing/lenses/050890.json +++ b/landing/lenses/050890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.42, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.14, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.42, + "grade": "dCR-BBB+", + "score": 20.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.61, + "grade": "dCR-BBB+", + "score": 21.4, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050960.json b/landing/lenses/050960.json index de0a2bdec0cbdc76673312404ae20ff0a116931c..d4eee67626aa975c41b3f813156441337c79ea6f 100644 --- a/landing/lenses/050960.json +++ b/landing/lenses/050960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051160.json b/landing/lenses/051160.json index 812f53aa25a0d39a9f44378905c326f6a6ccac1e..a2fe2f086184222abb3a9812176f6f94468a1ce8 100644 --- a/landing/lenses/051160.json +++ b/landing/lenses/051160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051310.json b/landing/lenses/051310.json index b142a160efde99167043d7496ec007c13acde554..8493fb2237495b5d5262c701725c748f22deb1d5 100644 --- a/landing/lenses/051310.json +++ b/landing/lenses/051310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051360.json b/landing/lenses/051360.json index f9ee8c14464b5417cc29465a6686bdab162cb792..ac7e17a2b45139c031ed75f5b0728642e7c061cb 100644 --- a/landing/lenses/051360.json +++ b/landing/lenses/051360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051370.json b/landing/lenses/051370.json index 213970887d63e5e03b4ae52c91dbc5c5cbbab321..d8f74687e3544c60472d77b097e4a5092f5111dc 100644 --- a/landing/lenses/051370.json +++ b/landing/lenses/051370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1079,15 +1079,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.085, + "score": -0.09, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051380.json b/landing/lenses/051380.json index ae5d092dfd496926c05b1d07b1b2d7353d909791..402dbb3725e5029ca4010e7d8f30f908ff569f03 100644 --- a/landing/lenses/051380.json +++ b/landing/lenses/051380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051390.json b/landing/lenses/051390.json index ee8e40ed7f4c61cdca05a86457060eb0f7cd32cc..21b92e43c5c2199c651338cbdab9b2b4a714fbf1 100644 --- a/landing/lenses/051390.json +++ b/landing/lenses/051390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051490.json b/landing/lenses/051490.json index c379df9aeb67c7f4f3571783e43e5caca724c11d..eb37cc43e63929fd283b25c97929be12117f294b 100644 --- a/landing/lenses/051490.json +++ b/landing/lenses/051490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 72.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051500.json b/landing/lenses/051500.json index 1e8dd1f5b0d3555fa89338c1a5aa0a1c5b1cd245..ecc11ce679c5fa0e4b6a438b12497416cda9d967 100644 --- a/landing/lenses/051500.json +++ b/landing/lenses/051500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 필수소비재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051600.json b/landing/lenses/051600.json index a9a2cf7a80c9323e9b0f824b0456739674ed0565..283b27024143e6ca2ad0244bebd58e691e35b2f0 100644 --- a/landing/lenses/051600.json +++ b/landing/lenses/051600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051630.json b/landing/lenses/051630.json index 568f48fb55b3f994e656ee01d3e2e0e3fd9393af..6131a75a20d68482582cee319b5426cd58492db9 100644 --- a/landing/lenses/051630.json +++ b/landing/lenses/051630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051780.json b/landing/lenses/051780.json index a692a090bb2d8e92a76ebc1c9ab19e69c4b9e3ca..40d67a21a820af27ba2b0512ecc407925e011b8e 100644 --- a/landing/lenses/051780.json +++ b/landing/lenses/051780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 3830.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051900.json b/landing/lenses/051900.json index 421a150fb504045c227be3338b238920eb3d4bdb..cf60b7348c03e167df8e28b38046d7a82f3aa1c9 100644 --- a/landing/lenses/051900.json +++ b/landing/lenses/051900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1669,7 +1669,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1691,7 +1691,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1709,8 +1709,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/051910.json b/landing/lenses/051910.json index 3015486f2462b5677f7f9c4f8eb3b5ffa248489d..91874cded32a38c8608f4a8320232c57196c3fc5 100644 --- a/landing/lenses/051910.json +++ b/landing/lenses/051910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "중대형기업 (매출 46조)", "캡티브금융 별도 D/EBITDA 0.0x (양호)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 13조" + "시가총액 12조" ] }, "divergenceExplanation": [ @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051980.json b/landing/lenses/051980.json index 0d6d1b437a99f32cd97e189fee7bd828f0f22130..8e14b51a7f866908ef795b724519ff7e3c13d71e 100644 --- a/landing/lenses/051980.json +++ b/landing/lenses/051980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -694,10 +694,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052020.json b/landing/lenses/052020.json index 40d78221ac85d5ac1fc3820001ae8cde20b749a5..0cdbd65caa2b846360eb3b5dc74c6f9b9dc70703 100644 --- a/landing/lenses/052020.json +++ b/landing/lenses/052020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,10 +981,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052190.json b/landing/lenses/052190.json index d7018cacd389bd789949aba0f12cc228a7ef892f..2d9cdef39e4f818f64f2fd66fec5f9aadef27bc6 100644 --- a/landing/lenses/052190.json +++ b/landing/lenses/052190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052220.json b/landing/lenses/052220.json index 90d2715db9cc4a78adc681bbf34832f9182e28c7..7727c9e4ac343b6680a919cf9028088ccadb8efe 100644 --- a/landing/lenses/052220.json +++ b/landing/lenses/052220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.925, + "score": -0.93, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052260.json b/landing/lenses/052260.json index ec0fefdd754575e8d8bf9759783411eaaa72f58c..09211617dcd7da206492deaaedc8036791f1b579 100644 --- a/landing/lenses/052260.json +++ b/landing/lenses/052260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -652,11 +652,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 0.78, + "value": 0.55, "unit": "riskScore", "direction": "positive", - "weight": 25, - "contribution": 0.2, + "weight": 30, + "contribution": 0.17, "sourceRef": "axes.채무상환능력" }, { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/052260/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.78, 가중치 25%" + "detail": "위험점수 0.55, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/052260/axes/자본구조", "status": "derived", - "detail": "위험점수 1.44, 가중치 20%" + "detail": "위험점수 2.06, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -823,7 +823,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.13, + "score": 7.2, "assumptions": { "scenarioStress": "moderate" } @@ -851,7 +851,7 @@ "gradeHistory": [ { "period": "2026", - "score": 0.47, + "score": 0.71, "grade": "AAA", "pdEstimate": 0.0 }, @@ -863,39 +863,39 @@ }, { "period": "2024", - "score": 2.4, + "score": 2.5, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 10.91, + "score": 10.42, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2022", - "score": 18.05, - "grade": "A-", - "pdEstimate": 0.08 + "score": 13.93, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2021", - "score": 11.48, - "grade": "A+", - "pdEstimate": 0.04 + "score": 8.46, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2020", - "score": 30.73, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 26.97, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2019", - "score": 6.19, - "grade": "AA", - "pdEstimate": 0.02 + "score": 3.22, + "grade": "AA+", + "pdEstimate": 0.01 } ], "coverage": { @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052270.json b/landing/lenses/052270.json index 8b9943a4314cc735714815269ff7e9b838d0d5d7..e6e61bdbdce9d19d4d61bbc64df6ce4ca7301a45 100644 --- a/landing/lenses/052270.json +++ b/landing/lenses/052270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052300.json b/landing/lenses/052300.json index f0cf9b109940ebd486adb6ef8f73b09304976dd9..c28c96cba77c41f55236ea0b5d0fceb7c1390e60 100644 --- a/landing/lenses/052300.json +++ b/landing/lenses/052300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052330.json b/landing/lenses/052330.json index 99ab8352ca9e5826fcc3a2e2d5372b577031d421..e76c4a5c6c1e52ad1a380f0f58c4c22e7b94e10c 100644 --- a/landing/lenses/052330.json +++ b/landing/lenses/052330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:629a2c207ad7", + "target": "052330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.606 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052400.json b/landing/lenses/052400.json index e5549c78fdc1f43c2a4b64848602cd0aa4bd5f9c..8e387ed3055856d1b750b383080890c9777f453f 100644 --- a/landing/lenses/052400.json +++ b/landing/lenses/052400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052420.json b/landing/lenses/052420.json index 9e6550652c85e81131700ec7e322540ec950fbc7..74cdfd33a7803fa03f74842df55cc011c72f7c5e 100644 --- a/landing/lenses/052420.json +++ b/landing/lenses/052420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052460.json b/landing/lenses/052460.json index 96be3b3fce3dfb0e9d1c6ae2cada141525d77a16..59a0c41df182bc44fba945e4fed6818bf97bc966 100644 --- a/landing/lenses/052460.json +++ b/landing/lenses/052460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052600.json b/landing/lenses/052600.json index b15da3cb3cf1e9ebe9136890201c29b82caf81b2..166f9ff8c83126b198ded503dcfd40f6555e3cc0 100644 --- a/landing/lenses/052600.json +++ b/landing/lenses/052600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052670.json b/landing/lenses/052670.json index 3db6ff106770ce245e36c6ff7429dc11abc76584..ef582b52025b8c23176ff7b2d08dab8d315bf37c 100644 --- a/landing/lenses/052670.json +++ b/landing/lenses/052670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-20", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-20", "period": null, "status": "derived", @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-20", "period": null, "status": "observed", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052690.json b/landing/lenses/052690.json index e6b604e8011857354ed84677b6ff5df860eac69e..e8c512654ea65d3b46e139375ef1cb6a7fb0b9d5 100644 --- a/landing/lenses/052690.json +++ b/landing/lenses/052690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1073,15 +1073,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.135, + "score": 0.13, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,12 +1449,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e493cc4c48d3", + "target": "052690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.356 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052710.json b/landing/lenses/052710.json index bd9effe156fb489723e670eea426fa633b82272b..6b155b1d511bcb8e05cbf40c60ab615030322e18 100644 --- a/landing/lenses/052710.json +++ b/landing/lenses/052710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 37.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.3, + "grade": "dCR-BB", + "score": 37.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.64, + "grade": "dCR-BB", + "score": 38.89, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b59f457415d5", + "target": "052710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052770.json b/landing/lenses/052770.json index 88ba41d3e845bde9116c2e65594895128c4161bf..2df7f4f5b72e2df6c83f28516d9551f4368118c5 100644 --- a/landing/lenses/052770.json +++ b/landing/lenses/052770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 623.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 631.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052790.json b/landing/lenses/052790.json index 6d210b1ecc279ef627e43b30d41d428cff0e6269..3261ad467473588b760903b7b6cc6bd5da82e934 100644 --- a/landing/lenses/052790.json +++ b/landing/lenses/052790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052860.json b/landing/lenses/052860.json index 10ae91147fd5e9dd830cec3cab2f8f47e809b414..fd8cf70da5ba4c5c7d2fdc7aa28c2bc4c61b84af 100644 --- a/landing/lenses/052860.json +++ b/landing/lenses/052860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052900.json b/landing/lenses/052900.json index ae0d4fa3ae0702dd5abbf0d1891dfe683567a3ff..7c1cebcd3115835f06c9604bb702f69c3cc4acfd 100644 --- a/landing/lenses/052900.json +++ b/landing/lenses/052900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.65, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.93, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,14 +652,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 4.4, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 5.0, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.88, - "sourceRef": "axes.자본구조" + "weight": 15, + "contribution": 0.75, + "sourceRef": "axes.현금흐름" }, { "id": "axis.유동성", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/052900/axes/채무상환능력", "status": "derived", - "detail": "위험점수 26.93, 가중치 25%" + "detail": "위험점수 19.44, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/052900/axes/자본구조", "status": "derived", - "detail": "위험점수 4.40, 가중치 20%" + "detail": "위험점수 5.21, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.65, + "grade": "dCR-A", + "score": 14.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.34, + "grade": "dCR-A", + "score": 15.55, "assumptions": { "scenarioStress": "moderate" } @@ -853,49 +853,49 @@ "gradeHistory": [ { "period": "2026", - "score": 3.57, + "score": 4.32, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 24.41, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 18.89, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2024", - "score": 12.79, + "score": 11.87, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2023", - "score": 17.73, - "grade": "A-", - "pdEstimate": 0.08 + "score": 15.65, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2022", - "score": 13.25, - "grade": "A", - "pdEstimate": 0.06 + "score": 12.09, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2021", - "score": 15.38, + "score": 13.98, "grade": "A", "pdEstimate": 0.06 }, { "period": "2020", - "score": 3.14, + "score": 3.44, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2019", - "score": 0.92, + "score": 0.77, "grade": "AAA", "pdEstimate": 0.0 } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053030.json b/landing/lenses/053030.json index 769a17cab9d94471f30d688d6b7dcbda464e3e58..afde397f2da9da12c6bf238ee75e0cc1ad665756 100644 --- a/landing/lenses/053030.json +++ b/landing/lenses/053030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 86점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 24.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 26.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053050.json b/landing/lenses/053050.json index de271c6e49ca133385bb9b2fde6ea5dbef53ad15..0efcd4647c0e767fea964afc745a9d398443fd25 100644 --- a/landing/lenses/053050.json +++ b/landing/lenses/053050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053060.json b/landing/lenses/053060.json index f264a9a2bcf56b08512e0db848634484db0bf42e..ad7ef538116cca4bb939a091d88021fb3e663ab7 100644 --- a/landing/lenses/053060.json +++ b/landing/lenses/053060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.5, + "grade": "dCR-BBB", + "score": 22.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.62, + "grade": "dCR-BBB", + "score": 23.87, "assumptions": { "scenarioStress": "moderate" } @@ -907,10 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1552,8 +1553,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053080.json b/landing/lenses/053080.json index 6e478e6039c3ee8cf5aecf9976115b84e99225a6..77b4905d89dd8d7846714e52a854a72adc328fab 100644 --- a/landing/lenses/053080.json +++ b/landing/lenses/053080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053160.json b/landing/lenses/053160.json index 9082e2048c4441dd41fb7353459b26beefc8b43c..508bc986da221dd4a55db299bd9aed704bf9979f 100644 --- a/landing/lenses/053160.json +++ b/landing/lenses/053160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053210.json b/landing/lenses/053210.json index 0c86a8cb109f7c5d9722b4ff01410cd962c5f601..4c9af9d02313d029b6b3dcf8846e84b319619441 100644 --- a/landing/lenses/053210.json +++ b/landing/lenses/053210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053260.json b/landing/lenses/053260.json index eae88da40f09c7ffe7da8c6b0d1afb1deb71ea37..0c2ffd7f64af980160b8596f92f6f137abb247f8 100644 --- a/landing/lenses/053260.json +++ b/landing/lenses/053260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/053270.json b/landing/lenses/053270.json index 3b16e484218ef1a2eb963bf6cc48eacb1997f4ef..6a3a9af14c01933ae31ca8fc68398228ea24c330 100644 --- a/landing/lenses/053270.json +++ b/landing/lenses/053270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053280.json b/landing/lenses/053280.json index 86cd35d5fe4ccb8d0a06a71918d89b57e6e8ac2c..36e13bc4950806d0f655f17d06cff85ceecf9c08 100644 --- a/landing/lenses/053280.json +++ b/landing/lenses/053280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bfe7a3a10eea", - "target": "053280", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053290.json b/landing/lenses/053290.json index 7db16b48faf936eb93933a1035f0d90471bad125..86ff53b30b9a0b8e7868855f0e5d26f73e285d61 100644 --- a/landing/lenses/053290.json +++ b/landing/lenses/053290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.93, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.15, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -733,12 +733,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -783,7 +783,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/053290/axes/자본구조", "status": "derived", - "detail": "위험점수 1.51, 가중치 20%" + "detail": "위험점수 1.81, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -828,14 +828,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.93, + "score": 7.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.9, + "grade": "dCR-AA-", + "score": 8.14, "assumptions": { "scenarioStress": "moderate" } @@ -851,6 +851,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -863,49 +868,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.94, + "score": 1.6, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.81, + "score": 1.33, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.68, + "score": 1.03, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 4.39, + "score": 4.62, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2022", - "score": 0.45, + "score": 0.75, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.75, + "score": 1.05, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.73, + "score": 1.04, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 3.96, + "score": 4.8, "grade": "AA+", "pdEstimate": 0.01 } @@ -937,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1096,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1223,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053300.json b/landing/lenses/053300.json index 73982b13d27ffecd3a81ef8f41faa94de9839957..f3c211d885d8d841305c9913229919a1c344a3b1 100644 --- a/landing/lenses/053300.json +++ b/landing/lenses/053300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053350.json b/landing/lenses/053350.json index 5f2465e41a13342af7d329dbc20d1d933fd30f19..c9626647cca6a528f6124237df539abc8946d2be 100644 --- a/landing/lenses/053350.json +++ b/landing/lenses/053350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053450.json b/landing/lenses/053450.json index d723450c076f4be444d37503bf1e476f322b4de4..8691715c10982ac28ebe2cec7ea6a15d65de51e4 100644 --- a/landing/lenses/053450.json +++ b/landing/lenses/053450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 94.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053580.json b/landing/lenses/053580.json index 5d232192667939cda4081db92b7a2daf5e955b6c..6ea4ed4476d526eda87fbe26e213d303cb0e5a3b 100644 --- a/landing/lenses/053580.json +++ b/landing/lenses/053580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,7 +1053,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1174,10 +1174,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1193,10 +1193,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053610.json b/landing/lenses/053610.json index e95a17f85cdd61b58eb0da7e11ac1888a7299403..b9e8725d73a160c97fb1b6b595b16949f5d5c72f 100644 --- a/landing/lenses/053610.json +++ b/landing/lenses/053610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.465, + "score": 0.47, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053620.json b/landing/lenses/053620.json index 89f72c1603cdd709ec459ae3e0ed783017171b44..f556c71406e89c8e0825016e48c9c110ec305f0f 100644 --- a/landing/lenses/053620.json +++ b/landing/lenses/053620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053690.json b/landing/lenses/053690.json index 3995f19a03d9ede3a4540360d6018132f68ba3c9..eb2e0b4d15fa318762dc90283f88c6ff8af939ec 100644 --- a/landing/lenses/053690.json +++ b/landing/lenses/053690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053700.json b/landing/lenses/053700.json index 8679e64389ea3673ef0d456957fa4e6edf077773..1df1924aa8d7e0109cab35b0ae046ec45e5559f7 100644 --- a/landing/lenses/053700.json +++ b/landing/lenses/053700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,12 +1601,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:52d30e66dcdd", + "target": "053700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.827 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053800.json b/landing/lenses/053800.json index b17057f38881f0f2dd75c2cc3f064d921832cfc6..c5b34e137b7178ada08ec43a04aec342349f5e89 100644 --- a/landing/lenses/053800.json +++ b/landing/lenses/053800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053950.json b/landing/lenses/053950.json index a41966a1737b1234667df15087755da6c3dfeea7..777831debe1e72ed26f9404865f0a40fa5424efc 100644 --- a/landing/lenses/053950.json +++ b/landing/lenses/053950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053980.json b/landing/lenses/053980.json index aa103f548b6e36d023d43b461668b255cecabde7..66900afca188d54107e6c823c9b6a62c9cf8f631 100644 --- a/landing/lenses/053980.json +++ b/landing/lenses/053980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:50faac59c58e", + "target": "053980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054040.json b/landing/lenses/054040.json index 2c695bf2a2fffad6a94abd2b7023962a2285ca74..f0b8f0132a6e89128a7fc3bf021e78b447b42e74 100644 --- a/landing/lenses/054040.json +++ b/landing/lenses/054040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f722edf9b468", + "target": "054040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.521 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054050.json b/landing/lenses/054050.json index 813ad42ac5392c6a71f604f78ca3fa7766c42604..c99eb0dcbe5e661e2b5c4ea282273149c909212e 100644 --- a/landing/lenses/054050.json +++ b/landing/lenses/054050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3736a77b8f79", + "target": "054050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054090.json b/landing/lenses/054090.json index a1a98afa704922057f96421b21bbf6535fcac40f..47b0159ae8c4056c7f8ae4413dd31606bec4f21c 100644 --- a/landing/lenses/054090.json +++ b/landing/lenses/054090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054180.json b/landing/lenses/054180.json index bdf64f192d3bc8e7b9135a76b7c43c36bf3f65b1..e629900358b0d1da5dd81dee5ab944c12395b6ea 100644 --- a/landing/lenses/054180.json +++ b/landing/lenses/054180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054210.json b/landing/lenses/054210.json index d7f6fc5d5047d08f7a4badce4a10c2285cf38e1a..e033bf09c90763bcd010c6b0bfcad0d32a681adf 100644 --- a/landing/lenses/054210.json +++ b/landing/lenses/054210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 29.17, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.42, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 29.17, + "score": 31.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.41, + "grade": "dCR-BBB-", + "score": 32.66, "assumptions": { "scenarioStress": "moderate" } @@ -836,6 +836,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -913,6 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,8 +1466,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054220.json b/landing/lenses/054220.json index b2a38acbee13a4e158b4a2a2db474945eb8cf133..25855263dad7dd3f680ffd3719e3ed8d7729f8ff 100644 --- a/landing/lenses/054220.json +++ b/landing/lenses/054220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -539,18 +539,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,15 +734,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 34.65, + "grade": "dCR-BB", + "score": 38.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.33, + "grade": "dCR-BB", + "score": 39.51, "assumptions": { "scenarioStress": "moderate" } @@ -825,10 +825,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 102.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -845,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -972,19 +973,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1005,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1018,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1096,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1124,13 +1125,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1139,7 +1140,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1152,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1171,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054300.json b/landing/lenses/054300.json index 7f266590a02a5557fb35cde65c169a15592aa318..4f11d7a621a170ace9aa064e281cfb551ebbbbdc 100644 --- a/landing/lenses/054300.json +++ b/landing/lenses/054300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -927,7 +927,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054340.json b/landing/lenses/054340.json index 58995b7290716e817b053c90d1b785258d7382a0..c8b01681b8c7b756d9cb258d4d0aa7c408f6be1d 100644 --- a/landing/lenses/054340.json +++ b/landing/lenses/054340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054410.json b/landing/lenses/054410.json index 1551e94d281815b6f09820832f9583defa611fad..cb180e0af64022aefe72ed392b5b6cfac23459e4 100644 --- a/landing/lenses/054410.json +++ b/landing/lenses/054410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,6 +611,317 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "054410", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 37.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 10.12, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 2.53, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 81.21, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 12.18, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 35.41, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.31, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/054410/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/054410/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 경기관련소비재 (지주사조정) 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/054410/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/054410/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054410/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 22.63, 가중치 15%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054410/axes/자본구조", + "status": "derived", + "detail": "위험점수 10.12, 가중치 25%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054410/axes/유동성", + "status": "derived", + "detail": "위험점수 81.21, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054410/axes/현금흐름", + "status": "derived", + "detail": "위험점수 35.41, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054410/axes/사업안정성", + "status": "derived", + "detail": "위험점수 16.04, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/054410/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 37.41, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 37.75, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 37.68, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2025", + "score": 63.39, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2024", + "score": 61.87, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2023", + "score": 63.56, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2022", + "score": 55.6, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2021", + "score": 41.24, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2020", + "score": 58.16, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 16.99, + "grade": "A-", + "pdEstimate": 0.08 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.4, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "지주사 별도 부채비율 71% (양호)" + ] + }, + "divergenceExplanation": [ + "유동성 축이 81점으로 등급 하방 압력", + "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -738,6 +1049,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "054410", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -767,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,8 +1343,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -904,9 +1355,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1404,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -971,7 +1440,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054450.json b/landing/lenses/054450.json index 965bf9273e51bf581267a50cf7909a94bc2b9b03..754f3990d6cf4e3061ee82c2957d666f1fa88c57 100644 --- a/landing/lenses/054450.json +++ b/landing/lenses/054450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054540.json b/landing/lenses/054540.json index 19c602fe86f281a584f1522bb400294000181fae..3894551691470d865bb6d1fc7536a56f9243c2a5 100644 --- a/landing/lenses/054540.json +++ b/landing/lenses/054540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bd8373d2e7b1", + "target": "054540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.589 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054620.json b/landing/lenses/054620.json index 52e2a1ce61b265674a5a186366204789c9b87ddf..1551d5fbd691212e7e9f67e195be12347c16219d 100644 --- a/landing/lenses/054620.json +++ b/landing/lenses/054620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -703,14 +703,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -876,7 +876,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -916,10 +916,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -929,7 +929,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054630.json b/landing/lenses/054630.json index 487f6771d84e19ae059574b93a88b18ea2b05f9f..f33694fa570699fbddf18d821938d8b9313d6b32 100644 --- a/landing/lenses/054630.json +++ b/landing/lenses/054630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,10 +1191,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054670.json b/landing/lenses/054670.json index d0087843462c7c33d88493ada1260ec9bd9f726a..51031ed622765bacbc44d4345f3f4ddb9dfdf42b 100644 --- a/landing/lenses/054670.json +++ b/landing/lenses/054670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054780.json b/landing/lenses/054780.json index c51f1e4f96ad233ed7fd3e979d86513e4c2be134..32bc0162e1b77fe81b5b5b1ffb42e32c5f34af92 100644 --- a/landing/lenses/054780.json +++ b/landing/lenses/054780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054800.json b/landing/lenses/054800.json index 9b1325eadb22dd04e29b10de0900d802f01c3abf..805191422a1d90efb091d9416911d2f69ecb7f35 100644 --- a/landing/lenses/054800.json +++ b/landing/lenses/054800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054920.json b/landing/lenses/054920.json index 1b919cdd26c159c1eea94095f0ddd97ad97e673c..50fa33d26c13b90524b3cd83193a296117825ed7 100644 --- a/landing/lenses/054920.json +++ b/landing/lenses/054920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,15 +1084,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.775, + "score": 0.78, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8d1959fdfd1d", + "target": "054920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054930.json b/landing/lenses/054930.json index 040f5982e7a94b9708ac073cc2e3edb1e9126724..48e7f9287d30e6c7500b35e83d9c3911c6c08fcb 100644 --- a/landing/lenses/054930.json +++ b/landing/lenses/054930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054940.json b/landing/lenses/054940.json index 372e0b19d8cbda1565e6ca1d55ba4cddc16643fe..7d8eefa475955f941a129e2b7a8eeae811f16328 100644 --- a/landing/lenses/054940.json +++ b/landing/lenses/054940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054950.json b/landing/lenses/054950.json index 6001fda4f8bbf9cc2c36388a7374adc9084dd402..c88cb41093e06f282188b5635b3581be54a11456 100644 --- a/landing/lenses/054950.json +++ b/landing/lenses/054950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055490.json b/landing/lenses/055490.json index 085a7bc49fdaa62dd7bbd441f3f87b92d925e1f4..add1109afcded17aafd81d7509acec5463c6545d 100644 --- a/landing/lenses/055490.json +++ b/landing/lenses/055490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 3.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 3.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055550.json b/landing/lenses/055550.json index 5d0f16d4dd8b4efb184e4e2f835b6297f47603a1..c887325725ce6ca1d696a0fd28bd73eeec112c29 100644 --- a/landing/lenses/055550.json +++ b/landing/lenses/055550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056080.json b/landing/lenses/056080.json index 85230ab0c7da4637ab45477e119e358d63cfff41..211523c50297d4ba36c4f066c639cd187609f39c 100644 --- a/landing/lenses/056080.json +++ b/landing/lenses/056080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -847,7 +847,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 8.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -989,19 +989,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056090.json b/landing/lenses/056090.json index 09b288679f7ce7ac986e8d75a6f6a8bbe8ad2c0f..9bfeb670a7991d62c98289aa4aa4960f23ee075b 100644 --- a/landing/lenses/056090.json +++ b/landing/lenses/056090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056190.json b/landing/lenses/056190.json index b7601b6dcadc9954314b8a3d65bcb4e369cd6c38..a96c0828dc6fcdc95305832263deb93fa2b2d633 100644 --- a/landing/lenses/056190.json +++ b/landing/lenses/056190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056360.json b/landing/lenses/056360.json index 58982bc3d33d90171f172d967a2cc00e04fd8372..bf4015a1d522b7ba33b49eb4f7d05e9ccf2cb0d5 100644 --- a/landing/lenses/056360.json +++ b/landing/lenses/056360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 31.56, + "grade": "dCR-BB+", + "score": 33.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.97, + "grade": "dCR-BB+", + "score": 34.22, "assumptions": { "scenarioStress": "moderate" } @@ -907,10 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 39.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056700.json b/landing/lenses/056700.json index b85ab2159b1b444bbf1237777ae08972ef698e8d..fb1351d06bda250c76742705e3cd2a640335a0b7 100644 --- a/landing/lenses/056700.json +++ b/landing/lenses/056700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.76, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 25.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,14 +670,14 @@ "sourceRef": "axes.유동성" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 25.22, + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 24.57, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 6.3, - "sourceRef": "axes.채무상환능력" + "weight": 10, + "contribution": 2.46, + "sourceRef": "axes.사업안정성" } ], "claims": [ @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/056700/axes/채무상환능력", "status": "derived", - "detail": "위험점수 25.22, 가중치 25%" + "detail": "위험점수 18.32, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/056700/axes/자본구조", "status": "derived", - "detail": "위험점수 17.11, 가중치 20%" + "detail": "위험점수 14.71, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.76, + "grade": "dCR-BBB", + "score": 25.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 29.91, + "grade": "dCR-BBB", + "score": 26.56, "assumptions": { "scenarioStress": "moderate" } @@ -851,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 16.21, + "score": 17.98, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2025", - "score": 28.12, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 23.48, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2024", - "score": 59.44, - "grade": "B", - "pdEstimate": 7.0 + "score": 49.7, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2023", - "score": 48.34, + "score": 48.93, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 63.1, - "grade": "B-", - "pdEstimate": 10.0 + "score": 55.19, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2021", - "score": 46.94, + "score": 42.64, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2020", - "score": 33.95, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 27.99, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2019", - "score": 32.4, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 28.57, + "grade": "BBB-", + "pdEstimate": 0.4 } ], "coverage": { @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/056730.json b/landing/lenses/056730.json index 50e81060be95f8f5ef846abaeff9ac62bd3989a8..52cfc2ae03a281fbb2913ee3a00c015db5c24067 100644 --- a/landing/lenses/056730.json +++ b/landing/lenses/056730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057030.json b/landing/lenses/057030.json index b64302b1978b54296d6a3bebcb997e3560c13ef8..08228031c749112f802e3fc4011ca1374b092920 100644 --- a/landing/lenses/057030.json +++ b/landing/lenses/057030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/057050.json b/landing/lenses/057050.json index 167bba437795da8c8726bf09d147f4f370d77dd4..bac99a01453bc4931e5dceabc91ef6c55213d70c 100644 --- a/landing/lenses/057050.json +++ b/landing/lenses/057050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057540.json b/landing/lenses/057540.json index c3f423ff2841d08f35d53ce98d3b4ec247f9b5f8..eb0d87bca6af52884e1e297db9850186e28fe6b0 100644 --- a/landing/lenses/057540.json +++ b/landing/lenses/057540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057680.json b/landing/lenses/057680.json index eb4a2b8345e48988989bf0957f077c404341b326..ff9df02ade2a0ee1ae33311bc09f71d29774a1ef 100644 --- a/landing/lenses/057680.json +++ b/landing/lenses/057680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057880.json b/landing/lenses/057880.json index 703601acc4279a5cb34b57a48c7c1eaddf10e18c..7fde42c2f943a7a2185f5fd40d11b1bd52dd63d0 100644 --- a/landing/lenses/057880.json +++ b/landing/lenses/057880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -162,7 +162,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -217,7 +217,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -272,7 +272,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -547,14 +547,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -659,6 +659,176 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "057880", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-01-21", + "period": "2024", + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 61.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.805, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.805 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-01-21", + "period": "2024", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-01-21", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-01-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -669,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -688,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +885,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +903,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -968,7 +1138,7 @@ } }, "statusCounts": { - "partial": 2, + "partial": 3, "blocked": 1 }, "gaps": [ @@ -1041,9 +1211,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -1103,7 +1282,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/058110.json b/landing/lenses/058110.json index 13028241f7e3deab97856c6cda53df27c2eb82e7..6221cc3b686dfca3baa6c4c413681314d0f1ece1 100644 --- a/landing/lenses/058110.json +++ b/landing/lenses/058110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058400.json b/landing/lenses/058400.json index f7e81d55247d769dde623c5a30730def5bd9e851..75e61f0cd94c703b1e5c78b6d26010672605e59e 100644 --- a/landing/lenses/058400.json +++ b/landing/lenses/058400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058430.json b/landing/lenses/058430.json index 62830893b72071a13ec04d81ff19ab7df4280b19..afe7ab2f8ef32548e6e9e456bc7578a86709ef64 100644 --- a/landing/lenses/058430.json +++ b/landing/lenses/058430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058450.json b/landing/lenses/058450.json index 1fb36f5e5ab19be7ff295a0dc362cab168835189..312aa1c180a13209fce0c32926dfcd0eaa9dbb26 100644 --- a/landing/lenses/058450.json +++ b/landing/lenses/058450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -579,11 +579,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 12.32, + "value": 18.05, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 2.46, + "contribution": 3.61, "sourceRef": "axes.자본구조" }, { @@ -621,7 +621,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/058450/axes/자본구조", "status": "derived", - "detail": "위험점수 12.32, 가중치 20%" + "detail": "위험점수 18.05, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -697,49 +697,49 @@ "gradeHistory": [ { "period": "2026", - "score": 20.52, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 23.39, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2025", - "score": 51.9, - "grade": "B+", - "pdEstimate": 4.0 + "score": 55.72, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2024", - "score": 40.5, - "grade": "BB", - "pdEstimate": 1.5 + "score": 42.21, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2023", - "score": 46.05, + "score": 47.32, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2022", - "score": 64.98, + "score": 66.98, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2021", - "score": 48.51, + "score": 50.67, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2020", - "score": 59.49, - "grade": "B", - "pdEstimate": 7.0 + "score": 62.55, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2019", - "score": 70.13, + "score": 72.67, "grade": "CCC", "pdEstimate": 15.0 } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058470.json b/landing/lenses/058470.json index 78e3367afc1c0525659af13025819c989773a600..f9a15295373df627f502cfc46558868dd22739a9 100644 --- a/landing/lenses/058470.json +++ b/landing/lenses/058470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,10 +1247,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058530.json b/landing/lenses/058530.json index 679cc26216b147dbf1c0c58266d357e7cdb5efd8..edba2cb6627eb274a2253dcac31fb716fd0b32e1 100644 --- a/landing/lenses/058530.json +++ b/landing/lenses/058530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058610.json b/landing/lenses/058610.json index e9d76b68159d91339f162ea72dde89f6969e6c74..26e730609a347993d12c1515fbcd30ab793f2938 100644 --- a/landing/lenses/058610.json +++ b/landing/lenses/058610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058630.json b/landing/lenses/058630.json index 9febc94f0c8c6e4980a624fc58235c304fe9bec0..a486ccdeeb12df90f940bea572a1f0cdd70c1820 100644 --- a/landing/lenses/058630.json +++ b/landing/lenses/058630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058650.json b/landing/lenses/058650.json index ba0d648da6e5aa8f0774921495b495627296ce23..a66408f8caa866ca6eadf1d234ee99ebbb535a20 100644 --- a/landing/lenses/058650.json +++ b/landing/lenses/058650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058730.json b/landing/lenses/058730.json index b007c58c716bee1d35d997a54cc09640bcbda3e0..5bc39fd5ca5ac58b74a9e87f663c5f8cab109f51 100644 --- a/landing/lenses/058730.json +++ b/landing/lenses/058730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058820.json b/landing/lenses/058820.json index 9e78c6e27176f12dcb273c9a5ab31936011617a0..95e6edb4938f87b9533bb2a69d08b96c7e4a4eb2 100644 --- a/landing/lenses/058820.json +++ b/landing/lenses/058820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 14.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058850.json b/landing/lenses/058850.json index ffb6faa53e7ab8f795ea8a813b9fca1b6be6edf3..d0a94f20bb4a10d3aac77d2dda117bb4e7214fd7 100644 --- a/landing/lenses/058850.json +++ b/landing/lenses/058850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b70875a45d89", + "target": "058850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.399 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/058860.json b/landing/lenses/058860.json index d843a66b31cba2aae740390b8bfacb25e46c5c23..a1df79f363f65313c93e1276dec7ad27d927e8d7 100644 --- a/landing/lenses/058860.json +++ b/landing/lenses/058860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058970.json b/landing/lenses/058970.json index d40076d31265ad0d3c529ebfcba1232715ce1626..14b5768168cab371cbab897916afd26f22edc5b6 100644 --- a/landing/lenses/058970.json +++ b/landing/lenses/058970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059090.json b/landing/lenses/059090.json index e2edee7d390b1ea54a0941daac2fadd94cde90d8..562461103adc4e1ff80dbfd78ddbeba030f94495 100644 --- a/landing/lenses/059090.json +++ b/landing/lenses/059090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059100.json b/landing/lenses/059100.json index 7e4635675039f69f23523db0e04e6c7e14c6fbe1..356ffb3658b1d4b3235b286384ea86a3138548c1 100644 --- a/landing/lenses/059100.json +++ b/landing/lenses/059100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.15, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.86, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -828,14 +828,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.15, + "score": 14.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.51, + "score": 15.27, "assumptions": { "scenarioStress": "moderate" } @@ -923,8 +923,7 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", @@ -943,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1089,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1142,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1229,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059120.json b/landing/lenses/059120.json index 6ccf384a79830c49623865049de5c4ad67f1daba..04e39c61a9caa176a34e7ea49c35e5012837f649 100644 --- a/landing/lenses/059120.json +++ b/landing/lenses/059120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059180.json b/landing/lenses/059180.json index 27f38b0c434696140c5d505c6a204db9fb6a3d89..497b42dbd85afa5331ab2fbcd83e486330d2febc 100644 --- a/landing/lenses/059180.json +++ b/landing/lenses/059180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/059210.json b/landing/lenses/059210.json index f0028c95e349b0867e362b25f5f532467d4c3bad..270ab60af745ebdd9e43bf1a0b2a771a06ce70e8 100644 --- a/landing/lenses/059210.json +++ b/landing/lenses/059210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059270.json b/landing/lenses/059270.json index 41c4f4a8cca89ec206047b8f72e303fcd7ebe7c6..4befb37f79a04e4366edcc69696d3df537b34bd2 100644 --- a/landing/lenses/059270.json +++ b/landing/lenses/059270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -951,8 +951,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -969,10 +969,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -991,7 +991,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060000.json b/landing/lenses/060000.json index 2771da731f03a994d5ecf0b089ca4a65dc6affb1..4fc81e6e9d19417b0a79f8b2355f8f69e59748e1 100644 --- a/landing/lenses/060000.json +++ b/landing/lenses/060000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060150.json b/landing/lenses/060150.json index 4af94f4d28ae9c69793b80363cd02ee9b765e7f7..7597763fa51ee42aa824962c5b1fab229bbd6cc9 100644 --- a/landing/lenses/060150.json +++ b/landing/lenses/060150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060230.json b/landing/lenses/060230.json index 4b296c3a209980167e9fe3279840c599ca8c7bf2..e1bb1867cf44c41fe09897fcaebdf6302269762e 100644 --- a/landing/lenses/060230.json +++ b/landing/lenses/060230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060240.json b/landing/lenses/060240.json index 22c25990a17fbba96a2b35610ca36453cec99a87..bc045ea3ce133712ebdf6b858704785eb8980d4c 100644 --- a/landing/lenses/060240.json +++ b/landing/lenses/060240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,6 +611,311 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "060240", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-B+", + "summary": "dCR 위험점수 52.69, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 42.84, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 4.28, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 60.76, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 15.19, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 55.89, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.38, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/060240/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/060240/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/060240/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/060240/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060240/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 60.76, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060240/axes/자본구조", + "status": "derived", + "detail": "위험점수 51.61, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060240/axes/유동성", + "status": "derived", + "detail": "위험점수 50.21, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060240/axes/현금흐름", + "status": "derived", + "detail": "위험점수 55.89, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060240/axes/사업안정성", + "status": "derived", + "detail": "위험점수 42.84, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/060240/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-B+", + "score": 52.69, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B+", + "score": 53.02, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 70.79, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2025", + "score": 69.08, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2024", + "score": 43.65, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2023", + "score": 32.0, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2022", + "score": 36.2, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2021", + "score": 19.52, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2020", + "score": 0.16, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 24.7, + "grade": "BBB", + "pdEstimate": 0.25 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 4.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 61점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -738,6 +1043,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "060240", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-07-23", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.412, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.14, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.412 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-07-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-07-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-07-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -767,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1378,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1389,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1438,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060250.json b/landing/lenses/060250.json index 6c77ccd64dc583efb2e7da3d9dfed82468f58097..6175b3f67a8eebf7a248606637792c9f8b8cb616 100644 --- a/landing/lenses/060250.json +++ b/landing/lenses/060250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060260.json b/landing/lenses/060260.json index 3e2d8b9198153daf1d07d8a217a9d7dd41430841..67042edf569e7c236fa507d489c881abda9de4e5 100644 --- a/landing/lenses/060260.json +++ b/landing/lenses/060260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 8.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060280.json b/landing/lenses/060280.json index 2a8d266afad2848f314b5c6f373d26909bf9a26d..e0670c52a402b9d89d3ac0ddfb026ff7280ad7a2 100644 --- a/landing/lenses/060280.json +++ b/landing/lenses/060280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060300.json b/landing/lenses/060300.json index dc8af088569a8b595f46111af01d294f743aad3f..862db84f6e154108ecc8ced75b15367007ffea24 100644 --- a/landing/lenses/060300.json +++ b/landing/lenses/060300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -50,10 +50,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -163,7 +163,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -214,7 +214,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -265,7 +265,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -316,7 +316,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2021", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1154,10 +1154,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1172,10 +1172,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060310.json b/landing/lenses/060310.json index 4fb3f6752325e191738713651fedebfec977b93b..77e06aed1e409b6080451837fc3c6827f9e7fb14 100644 --- a/landing/lenses/060310.json +++ b/landing/lenses/060310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060370.json b/landing/lenses/060370.json index 1affb8ee001c0e183b710bf6e4fd2bf259d14ee9..e3b70f943a77114c1a0f293c08c97b30d2bbf105 100644 --- a/landing/lenses/060370.json +++ b/landing/lenses/060370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1177,10 +1177,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060380.json b/landing/lenses/060380.json index f0a816dafd5bdb912013a9306b8822dea0c55be1..a80cd994a8fac245483990cda1b503e18f41f2b8 100644 --- a/landing/lenses/060380.json +++ b/landing/lenses/060380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/060480.json b/landing/lenses/060480.json index b80b2b041fe6d242e8ca4fe40b93d845e07fc73b..7475a550139830ec673af612f5d6cf2908ff50a2 100644 --- a/landing/lenses/060480.json +++ b/landing/lenses/060480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060540.json b/landing/lenses/060540.json index 57798cb40513666ee8fa951017447182fe2d1f5c..42a55f3d13136839554d30718c84cf27da2c06bd 100644 --- a/landing/lenses/060540.json +++ b/landing/lenses/060540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060560.json b/landing/lenses/060560.json index ca2226da0276a4e61ca616ca361418e7e4ff876b..9c2da0e6928f266edb5b5b37b89fe58d680848c0 100644 --- a/landing/lenses/060560.json +++ b/landing/lenses/060560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 16.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0872bef7f194", + "target": "060560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060570.json b/landing/lenses/060570.json index fb47758f0c3d2432ab15bf8944504a2558e3457a..aace5c5fbddd5974c5aecdf95de06b8d9f1e9560 100644 --- a/landing/lenses/060570.json +++ b/landing/lenses/060570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-30", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-30", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-30", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060590.json b/landing/lenses/060590.json index 302e3995a45ef7cce9a9513be60fd08d9c02e0d3..6f874ecaa952d8b2eab29ef514b6cf9c70614136 100644 --- a/landing/lenses/060590.json +++ b/landing/lenses/060590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ba784ff4516e", + "target": "060590", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.448 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060720.json b/landing/lenses/060720.json index 4df38c22d9cd94819fc492255913afd1f1176e7b..a2961d98e578c70265a459df18e983ac87b24c67 100644 --- a/landing/lenses/060720.json +++ b/landing/lenses/060720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 16.02, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.44, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 16.02, + "score": 17.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 16.85, + "score": 18.41, "assumptions": { "scenarioStress": "moderate" } @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060850.json b/landing/lenses/060850.json index 818b006fb85330517f7ee77a5a845bcbb4592b3c..0aeb451fec1a8f19cc2ddd0e67d870ea35333996 100644 --- a/landing/lenses/060850.json +++ b/landing/lenses/060850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060900.json b/landing/lenses/060900.json index 9fc66c9f5e33f3eceb370685a3a87ea741035818..132a437d6654a29be45ea685e34f85ac2be3dbfc 100644 --- a/landing/lenses/060900.json +++ b/landing/lenses/060900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,10 +1203,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060910.json b/landing/lenses/060910.json index 50983127a44486ff854dbcc5c94f4f8c8d786262..da9122e40941259c12298dd3c597ccaaa5f9d530 100644 --- a/landing/lenses/060910.json +++ b/landing/lenses/060910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,10 +1068,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1086,10 +1086,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060980.json b/landing/lenses/060980.json index f78048db83547b21a3c1c14cf203edc4ec6c3899..3575b2eb68935eb601bce8161c3b41aba514af76 100644 --- a/landing/lenses/060980.json +++ b/landing/lenses/060980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -899,15 +899,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,17 +978,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1057,7 +1057,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1066,7 +1066,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,88 +1337,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f51c05bff28b", - "target": "060980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.482 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/061040.json b/landing/lenses/061040.json index b1def66c082dee4924666f6223c0d8a6ef010c90..869505ece2c5af2b0bf36340c000a94ad12b1582 100644 --- a/landing/lenses/061040.json +++ b/landing/lenses/061040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,11 +653,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 17.75, + "value": 21.7, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 3.55, + "contribution": 4.34, "sourceRef": "axes.자본구조" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,7 +772,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/061040/axes/자본구조", "status": "derived", - "detail": "위험점수 17.75, 가중치 20%" + "detail": "위험점수 21.70, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.53, + "score": 44.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.19, + "score": 45.27, "assumptions": { "scenarioStress": "moderate" } @@ -852,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 9.17, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 11.0, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2025", - "score": 56.42, + "score": 58.0, "grade": "B", "pdEstimate": 7.0 }, { "period": "2024", - "score": 48.22, + "score": 49.52, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 39.1, + "score": 40.11, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2022", - "score": 18.39, - "grade": "A-", - "pdEstimate": 0.08 + "score": 19.06, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2021", - "score": 10.99, + "score": 11.23, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2020", - "score": 22.74, + "score": 23.23, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2019", - "score": 29.91, + "score": 31.3, "grade": "BBB-", "pdEstimate": 0.4 } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061090.json b/landing/lenses/061090.json index b37b5ba13d7def1c80882fa0304314c25a9503c0..6a38cafd5e77c1c5ea407c5d77c5dab0eb774d85 100644 --- a/landing/lenses/061090.json +++ b/landing/lenses/061090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061250.json b/landing/lenses/061250.json index f8f65fc9491c289e70bddb76f6c65edc3ec64021..34a058a8123cc012e281b3eda61cbad06fee9252 100644 --- a/landing/lenses/061250.json +++ b/landing/lenses/061250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061970.json b/landing/lenses/061970.json index 1f9ebfc77cff09e6763bd440f493c8858c76da37..bd38bf05b611ec6a938c9864fa3853864752d664 100644 --- a/landing/lenses/061970.json +++ b/landing/lenses/061970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1602,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/062040.json b/landing/lenses/062040.json index c6d777684d3d5cb935615602a35a99293ac43c34..88821cded4e17469b3e4c4e90e67184d0f696f20 100644 --- a/landing/lenses/062040.json +++ b/landing/lenses/062040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -565,14 +565,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -724,8 +724,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -764,7 +764,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -851,10 +851,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062860.json b/landing/lenses/062860.json index 08350fd1ddf0a5e6fe42fbb309120ed83f42c103..b730cbab292797a5ebab43c59724b91e6310a05a 100644 --- a/landing/lenses/062860.json +++ b/landing/lenses/062860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062970.json b/landing/lenses/062970.json index 65e8310445f36ff2396a4e4339250796bf5b75e6..36c5c469daf40dd83dbd5262deb54a076662a142 100644 --- a/landing/lenses/062970.json +++ b/landing/lenses/062970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -513,6 +513,305 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "062970", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-08-23" + }, + "period": "2023", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.28, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 32.47, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 3.25, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 73.11, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 18.28, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 63.34, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.5, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/062970/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/062970/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/062970/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/062970/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062970/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 73.11, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062970/axes/자본구조", + "status": "derived", + "detail": "위험점수 57.28, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062970/axes/유동성", + "status": "derived", + "detail": "위험점수 59.18, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062970/axes/현금흐름", + "status": "derived", + "detail": "위험점수 63.34, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062970/axes/사업안정성", + "status": "derived", + "detail": "위험점수 32.47, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/062970/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB-", + "score": 44.28, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB-", + "score": 45.24, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 19.06, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2025", + "score": 4.72, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2024", + "score": 76.11, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2023", + "score": 66.16, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2022", + "score": 54.61, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2021", + "score": 59.85, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2020", + "score": 43.08, + "grade": "BB-", + "pdEstimate": 2.5 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 2.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 73점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -523,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -640,6 +939,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "062970", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -650,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -794,8 +1233,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -806,9 +1245,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -853,9 +1294,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -873,7 +1330,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/063080.json b/landing/lenses/063080.json index 3dcd11fb2bafcef19b8991dc5eb58b7c56e61ff5..61029d74a345bc10af9b7fb2eafe5c5e57edfa83 100644 --- a/landing/lenses/063080.json +++ b/landing/lenses/063080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063160.json b/landing/lenses/063160.json index 790880a3a51459f0695f92aa506aa54dd8ee7574..8c20be4c00d1f4c8ea4939e978008d4796cf87d0 100644 --- a/landing/lenses/063160.json +++ b/landing/lenses/063160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 19.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 20.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063170.json b/landing/lenses/063170.json index 76e769c27cc5fce12edfc5921d9a13595fc6708e..41bab648afdb23b4f1c3d515a47ffa3bebe2231e 100644 --- a/landing/lenses/063170.json +++ b/landing/lenses/063170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,10 +1186,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1204,10 +1204,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,7 +1596,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1618,7 +1618,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1636,15 +1636,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/063440.json b/landing/lenses/063440.json index fe9590b2b560f6e7d71dd2bbd8cf20fca045ff8b..3f89a485de0521218f1614e52710e724e92467fc 100644 --- a/landing/lenses/063440.json +++ b/landing/lenses/063440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.11, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.15, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/063440/axes/자본구조", "status": "derived", - "detail": "위험점수 0.65, 가중치 20%" + "detail": "위험점수 0.75, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.11, + "score": 7.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.11, + "score": 7.16, "assumptions": { "scenarioStress": "moderate" } @@ -851,49 +851,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.27, + "score": 0.41, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.24, + "score": 0.3, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.44, + "score": 0.53, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.51, + "score": 0.59, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 1.61, + "score": 1.9, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 24.91, + "score": 25.11, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2020", - "score": 49.36, + "score": 49.56, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2019", - "score": 31.2, + "score": 31.44, "grade": "BBB-", "pdEstimate": 0.4 } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/063570.json b/landing/lenses/063570.json index c6b2b8b409c863651309a75577f1aaba26bd65af..b0b6a5677ddeb6a6e3afd23d87c88a0be7e9e184 100644 --- a/landing/lenses/063570.json +++ b/landing/lenses/063570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -537,13 +537,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -916,7 +916,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063760.json b/landing/lenses/063760.json index c395392823f3a6bbc30f8f2d7c6fae016856b8a4..87d0fb02ac9c33cf965f955c4078c9a5c24544a5 100644 --- a/landing/lenses/063760.json +++ b/landing/lenses/063760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:45f0e12d5b55", - "target": "063760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064090.json b/landing/lenses/064090.json index d4680bbf982f387fed200342d887c28f68933471..dedd12f9f36d16ef738a19ae0e34bfc89e6fbdb5 100644 --- a/landing/lenses/064090.json +++ b/landing/lenses/064090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-06", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-06", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-06", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064240.json b/landing/lenses/064240.json index 979f40c45a49ff079c3a9b5c928bd21204831948..4122be38b531aa652ae4de61641fb05b5e159114 100644 --- a/landing/lenses/064240.json +++ b/landing/lenses/064240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064260.json b/landing/lenses/064260.json index 32e3d89c5a5546226389f74562c101e03379ba44..e6f39b658a01143cb51f0ecd2bd69bfa66ebf08b 100644 --- a/landing/lenses/064260.json +++ b/landing/lenses/064260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 15.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 16.42%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064290.json b/landing/lenses/064290.json index b1989b78070da004e9609adf68c8f89327c40d13..a86e98dbe319c8ebe07f86934ce34e089ab56474 100644 --- a/landing/lenses/064290.json +++ b/landing/lenses/064290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064350.json b/landing/lenses/064350.json index c5ac836d4cd10206b7a11c0a9a80087b8246b8e5..44b068de7023365093e9eca7e80632be7a19f311 100644 --- a/landing/lenses/064350.json +++ b/landing/lenses/064350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064400.json b/landing/lenses/064400.json index bfda1048a39fe6cf60fb8699efddda4cf4333c30..6b126a22affc2affea58478ec634ccdeaf38cb7e 100644 --- a/landing/lenses/064400.json +++ b/landing/lenses/064400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -948,19 +948,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1357,88 +1357,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6176bca16067", - "target": "064400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.959 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064480.json b/landing/lenses/064480.json index f67308026982daf226285e887e696608f0381082..4f2864aa0d02a46cccf75c04c98bfce347146b81 100644 --- a/landing/lenses/064480.json +++ b/landing/lenses/064480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,22 +631,22 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.55, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.84, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "medium", + "score": 85.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -804,17 +804,16 @@ "sourceRef": "dartlab://credit/064480/axes/사업안정성", "status": "derived", "detail": "위험점수 28.95, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/064480/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], "gaps": [ + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -827,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.55, + "score": 4.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.95, + "grade": "dCR-AA", + "score": 5.28, "assumptions": { "scenarioStress": "moderate" } @@ -850,6 +849,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,11 +914,11 @@ } ], "coverage": { - "validAxes": 6, + "validAxes": 5, "totalAxes": 7, - "validWeight": 95.0, + "validWeight": 85.0, "totalWeight": 100.0, - "weightCoverage": 95.0 + "weightCoverage": 85.0 }, "eCR": "eCR-4", "pdEstimate": 0.01, @@ -934,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1093,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1220,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1356,6 +1360,13 @@ "sourceRef": "representative.blocks.quality.earningsQualityFlags", "engine": "analysis" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/064510.json b/landing/lenses/064510.json index 2f2db8a78a2fc4d4ca952571c04f393f482884d0..92a05726c1b8f786a027e85949c60e091b4c0ca9 100644 --- a/landing/lenses/064510.json +++ b/landing/lenses/064510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064520.json b/landing/lenses/064520.json index 3eb7382c515bea35037080a9a9d85a61c381e1cb..3bc0c20a66504f283202b3471cb62eceda703387 100644 --- a/landing/lenses/064520.json +++ b/landing/lenses/064520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064550.json b/landing/lenses/064550.json index 9e052e56bd018feabc009f19d1c02b3888b3ba06..6d837a10e84c3aed2c179bb9c1450e39d37873ea 100644 --- a/landing/lenses/064550.json +++ b/landing/lenses/064550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 7.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064760.json b/landing/lenses/064760.json index 0c93534b7cf4f6c6d624a7d7f038e866025fb021..33504d03f8a3f4b64d6d5b3a39b6918b928ec070 100644 --- a/landing/lenses/064760.json +++ b/landing/lenses/064760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064800.json b/landing/lenses/064800.json index 7cd898bf2f53a9d92d3d4fda1a09d438ffdc1b99..a2f4a06b068fa7a232ee9448fe552d27ebb79818 100644 --- a/landing/lenses/064800.json +++ b/landing/lenses/064800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1539.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1322.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064820.json b/landing/lenses/064820.json index 07be85889bbda6ebcd0c5ad9f07e6d6f39b3224a..a6c81f90bf08f8f9486c425bab4e2fe095d24b64 100644 --- a/landing/lenses/064820.json +++ b/landing/lenses/064820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 15.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 15.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1616,7 +1616,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1638,7 +1638,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1656,15 +1656,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/064850.json b/landing/lenses/064850.json index 16fe9fa2a33a79568205996767f93ea5cdf54f14..7459de18d3a0c65cd3efccc314a192e46a605767 100644 --- a/landing/lenses/064850.json +++ b/landing/lenses/064850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1190,7 +1190,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,12 +1464,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e2d5b8d013dd", + "target": "064850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064960.json b/landing/lenses/064960.json index b9b8aaf58844e5182783c32226944742002aae86..2eac59d8b5e9629e8e3322297204280c543183c4 100644 --- a/landing/lenses/064960.json +++ b/landing/lenses/064960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.72, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.72, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.72, + "score": 4.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.4, + "grade": "dCR-AA", + "score": 5.4, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065060.json b/landing/lenses/065060.json index aa2ad8b18c2e24b6c0ee3286084e57060f5c68be..f651dc05106d7cd80a79d469e8db7a036c1a6564 100644 --- a/landing/lenses/065060.json +++ b/landing/lenses/065060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065130.json b/landing/lenses/065130.json index 5ebd4043a7873878ab2f0ebcb131333078f7e029..38e690360daa1bff40afbe2b4ead2f8d34ec5012 100644 --- a/landing/lenses/065130.json +++ b/landing/lenses/065130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065150.json b/landing/lenses/065150.json index 427d0f150217608bc511eacb8aa0f919b68c8925..762543120727c7292a490d56ba8c4c3784af874f 100644 --- a/landing/lenses/065150.json +++ b/landing/lenses/065150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -537,6 +537,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "065150", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 8.1, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 1.62, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 45.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 4.5, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 40.16, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.02, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/065150/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/065150/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 필수소비재 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/065150/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/065150/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/065150/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 12.86, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/065150/axes/자본구조", + "status": "derived", + "detail": "위험점수 8.10, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/065150/axes/유동성", + "status": "derived", + "detail": "위험점수 40.16, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/065150/axes/현금흐름", + "status": "derived", + "detail": "위험점수 35.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/065150/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/065150/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB", + "score": 26.17, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB", + "score": 26.91, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 1.48, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 9.77, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2024", + "score": 72.82, + "grade": "CCC", + "pdEstimate": 15.0 + }, + { + "period": "2023", + "score": 63.18, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2022", + "score": 51.08, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2021", + "score": 57.63, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2020", + "score": 39.25, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2019", + "score": 48.34, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.25, + "notchAdjustment": null, + "divergenceExplanation": [ + "사업안정성 축이 45점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -547,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,6 +968,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "065150", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.126, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.445, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.126 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -674,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -819,7 +1303,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -830,9 +1314,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -877,9 +1363,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -896,8 +1384,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065170.json b/landing/lenses/065170.json index a1833087c2fe3bb27528335eaca6d677e4f6eaf5..707ecffa54845ddfb3a801936c513a123df28ebe 100644 --- a/landing/lenses/065170.json +++ b/landing/lenses/065170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065350.json b/landing/lenses/065350.json index d30282eaba48c6ab1ae82f7c67a94780e9389395..79038c6935aae07534df173c506307c0a2437df7 100644 --- a/landing/lenses/065350.json +++ b/landing/lenses/065350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 12.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065370.json b/landing/lenses/065370.json index 8d5a8ca43a0ba98888fb988d56fdc96d87d8a2c6..54a26987a05a41f66fbbedc1a5bdd7ac7d6015b0 100644 --- a/landing/lenses/065370.json +++ b/landing/lenses/065370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065420.json b/landing/lenses/065420.json index 77c0835801b149b5d942c7441417286109622801..e2c8436833da434dce3c45d8ddabd2a354108c95 100644 --- a/landing/lenses/065420.json +++ b/landing/lenses/065420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -653,21 +653,21 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 3.69, + "value": 5.53, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.74, + "weight": 15, + "contribution": 0.83, "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 95.0, + "value": 65.0, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 23.75, + "weight": 30, + "contribution": 19.5, "sourceRef": "axes.채무상환능력" }, { @@ -688,14 +688,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/065420/axes/채무상환능력", "status": "derived", - "detail": "위험점수 95.00, 가중치 25%" + "detail": "위험점수 65.00, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/065420/axes/자본구조", "status": "derived", - "detail": "위험점수 3.69, 가중치 20%" + "detail": "위험점수 5.53, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -771,49 +771,49 @@ "gradeHistory": [ { "period": "2026", - "score": 36.98, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 40.6, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2025", - "score": 38.78, + "score": 40.01, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2024", - "score": 48.26, + "score": 49.23, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 37.75, + "score": 37.97, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2022", - "score": 36.78, + "score": 36.57, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2021", - "score": 0.12, + "score": 0.19, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 20.5, + "score": 20.62, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2019", - "score": 15.12, + "score": 15.16, "grade": "A", "pdEstimate": 0.06 } @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-29", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-29", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-29", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065440.json b/landing/lenses/065440.json index 406ccf19c168ec844f079dd3b048e7775bcb5293..379c9358b4674fae10038a6ca4174499471aae90 100644 --- a/landing/lenses/065440.json +++ b/landing/lenses/065440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065450.json b/landing/lenses/065450.json index 9a0557a77c91ef9f8f47ea936c948ae3bfeecc5b..6b9e1f84abf5bc96bf65493afa35894f89534ae3 100644 --- a/landing/lenses/065450.json +++ b/landing/lenses/065450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cd87e815e292", + "target": "065450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065500.json b/landing/lenses/065500.json index 62358de47ef9db63fa2a2b9b8aab98f9a91b7b2b..5a369cde469f30e141490d1c4e05b01857ca355f 100644 --- a/landing/lenses/065500.json +++ b/landing/lenses/065500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 25.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 27.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3b11ea5025de", + "target": "065500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.313 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065510.json b/landing/lenses/065510.json index 96bc15d7e6fccd8e5f962c3341d1489c56018094..673778abd43b34172a160a19ff11c071dd8836af 100644 --- a/landing/lenses/065510.json +++ b/landing/lenses/065510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065530.json b/landing/lenses/065530.json index 5158ae5188dfbb998a3c00c61782835c14158da7..ce902e9c68f5b665b46fc337a7a70ace668b29e5 100644 --- a/landing/lenses/065530.json +++ b/landing/lenses/065530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8d290efd3e71", + "target": "065530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065560.json b/landing/lenses/065560.json index 1d296003cc6a0d373fc130087628be0cb589f6f5..ce98f582880b548e8218631aff8153361b708459 100644 --- a/landing/lenses/065560.json +++ b/landing/lenses/065560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065570.json b/landing/lenses/065570.json index 277e3ad19cb60c21b00c87a8bf7ea4b1dd2af7ac..d02dd3964343091d070a2fccf9cb18bbcdd74696 100644 --- a/landing/lenses/065570.json +++ b/landing/lenses/065570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065620.json b/landing/lenses/065620.json index 83b09c2caf00262abcf1e48a3e31cb1a2db48f2e..2108fb7eca0ee7290c44b160ee9b7d67f1c7223d 100644 --- a/landing/lenses/065620.json +++ b/landing/lenses/065620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -146,7 +146,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2020", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -193,7 +193,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2020", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -240,7 +240,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2020", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1056,10 +1056,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1074,10 +1074,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1088,7 +1088,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065650.json b/landing/lenses/065650.json index 0ca2d4c047041628ed57652dd2e27af9e56c51e0..c6b599190ae50bbcf1475a01ffcb526c12436ab3 100644 --- a/landing/lenses/065650.json +++ b/landing/lenses/065650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,7 +1508,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1530,7 +1530,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1548,15 +1548,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/065660.json b/landing/lenses/065660.json index 878412a798cea7b05feed0ee89c58a94be931c28..127b82daa99c6bc720bc894571f7d6738f93468f 100644 --- a/landing/lenses/065660.json +++ b/landing/lenses/065660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065680.json b/landing/lenses/065680.json index e1319311135c44d30a978af8f78f249a34140c8b..c19f6321cb2e7d16a01327fe8afcb49fc696c5e0 100644 --- a/landing/lenses/065680.json +++ b/landing/lenses/065680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065690.json b/landing/lenses/065690.json index b49f6c201e706852441f08e30d1089060e90bf1f..0e342c47343a0b2e93f6591db9158c0676406601 100644 --- a/landing/lenses/065690.json +++ b/landing/lenses/065690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065710.json b/landing/lenses/065710.json index e1b53a217ed16f14885d4fa4b5d4f88d1b315b0a..4dfe40c6ed355506cf671d0b7d743738e06b817d 100644 --- a/landing/lenses/065710.json +++ b/landing/lenses/065710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065770.json b/landing/lenses/065770.json index 44bcca97d9acef60b9492a5c5a77324aa4836f43..e5b0a2fe441106e3e761d60c0776e8f722ee766d 100644 --- a/landing/lenses/065770.json +++ b/landing/lenses/065770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -696,7 +696,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/065770/axes/자본구조", "status": "derived", - "detail": "위험점수 0.31, 가중치 20%" + "detail": "위험점수 0.46, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -772,49 +772,49 @@ "gradeHistory": [ { "period": "2026", - "score": 3.37, + "score": 4.52, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 31.87, + "score": 31.97, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2024", - "score": 24.23, + "score": 24.59, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 32.07, + "score": 32.27, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2022", - "score": 37.94, + "score": 39.74, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2021", - "score": 19.81, + "score": 20.5, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2020", - "score": 15.6, + "score": 15.87, "grade": "A", "pdEstimate": 0.06 }, { "period": "2019", - "score": 32.22, + "score": 32.58, "grade": "BB+", "pdEstimate": 0.75 } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065950.json b/landing/lenses/065950.json index bb931f8beb0018df52aff008e91f43915cb043be..cae3ff6936b5cc6f1affe6077c0a0f0c8d2cc480 100644 --- a/landing/lenses/065950.json +++ b/landing/lenses/065950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9003b904a5c2", + "target": "065950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066110.json b/landing/lenses/066110.json index f3823e70a2c8e1c3d154457076f8aee464674c3a..aa16600863321c5b5a688827fee896db38673298 100644 --- a/landing/lenses/066110.json +++ b/landing/lenses/066110.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/066130.json b/landing/lenses/066130.json index f7bec7fea440fbb2daa8f960dec3bd1d5aa64c68..a0cdae32b83c41817668d5ef813f34440b39cacc 100644 --- a/landing/lenses/066130.json +++ b/landing/lenses/066130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066310.json b/landing/lenses/066310.json index f5f84037623f08f0ea981f193d263ef2258a9ca1..356358368bc1f5a26c8e89662981c168b6164605 100644 --- a/landing/lenses/066310.json +++ b/landing/lenses/066310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066360.json b/landing/lenses/066360.json index 45517c2e81bf2b961276116e944af3527b5d4045..fed26abae7635268fb8352ea7b76fcbd8128ddda 100644 --- a/landing/lenses/066360.json +++ b/landing/lenses/066360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-05", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-05", "period": "2025", "status": "derived", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-05", "period": "2025", "status": "observed", @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066410.json b/landing/lenses/066410.json index f090958d61b11a9a6dc9ce1f1e1c3158af0554b7..df746b7b2f2de6de4852f42b8cee082c5f7b2aa3 100644 --- a/landing/lenses/066410.json +++ b/landing/lenses/066410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,6 +610,317 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "066410", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 38.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 0.28, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.07, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 73.71, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 11.06, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 45.29, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.79, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/066410/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/066410/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 커뮤니케이션서비스 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/066410/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/066410/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066410/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 44.16, 가중치 15%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066410/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.28, 가중치 25%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066410/axes/유동성", + "status": "derived", + "detail": "위험점수 45.29, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066410/axes/현금흐름", + "status": "derived", + "detail": "위험점수 73.71, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066410/axes/사업안정성", + "status": "derived", + "detail": "위험점수 41.08, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066410/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 38.87, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 39.47, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 11.98, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2025", + "score": 40.0, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2024", + "score": 58.32, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2023", + "score": 51.45, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2022", + "score": 57.08, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2021", + "score": 44.88, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2020", + "score": 25.07, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2019", + "score": 31.47, + "grade": "BBB-", + "pdEstimate": 0.4 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 0.4, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "지주사 별도 부채비율 8% (양호)" + ] + }, + "divergenceExplanation": [ + "현금흐름 축이 74점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -737,6 +1048,156 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "066410", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": null, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 61.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.5, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -1.0, + "direction": "negative", + "sourceRef": "expectation.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": null, + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -766,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,8 +1352,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -903,9 +1364,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1413,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,7 +1442,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066430.json b/landing/lenses/066430.json index 0adac14e700c2a32b9631fd6de1087c82bbfdcb4..ce6a3ab70a1243ace2626ff852eade6d4fcea8bc 100644 --- a/landing/lenses/066430.json +++ b/landing/lenses/066430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 33.43, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.68, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 33.43, + "score": 35.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 33.76, + "score": 36.01, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066570.json b/landing/lenses/066570.json index 8c713ee5bfef475cc9020f05ff39b1f3719e704e..a1b2d5483a5c79acf275a55709d7844e11ec2a12 100644 --- a/landing/lenses/066570.json +++ b/landing/lenses/066570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.62, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.39, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.62, + "score": 15.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 13.21, + "score": 16.07, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,7 @@ "reasons": [ "대형기업 (매출 89조)", "캡티브금융 별도 D/EBITDA 0.0x (양호)", - "시가총액 45조 (시장 지위)" + "시가총액 41조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7458d5c6ee0d", - "target": "066570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066590.json b/landing/lenses/066590.json index 044a5ec847171f26c486a4142b03b738900014c4..0bba9c35a46ef17368811bd6d93fef8993467d86 100644 --- a/landing/lenses/066590.json +++ b/landing/lenses/066590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1613,7 +1613,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1635,7 +1635,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1653,8 +1653,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/066620.json b/landing/lenses/066620.json index 8daad8e7db8e3b3bdbc22436034db75a09dae2fe..172a30ded9b51db4f1efbbbc9d58d402e43cc418 100644 --- a/landing/lenses/066620.json +++ b/landing/lenses/066620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.03, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.39, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,14 +649,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 2.02, + "id": "axis.자본구조", + "label": "자본구조", + "value": 2.47, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 0.3, - "sourceRef": "axes.유동성" + "weight": 20, + "contribution": 0.49, + "sourceRef": "axes.자본구조" }, { "id": "axis.현금흐름", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,7 +777,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/066620/axes/유동성", "status": "derived", - "detail": "위험점수 2.02, 가중치 15%" + "detail": "위험점수 4.03, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.03, + "score": 7.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.79, + "grade": "dCR-AA-", + "score": 8.23, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -850,49 +855,49 @@ "gradeHistory": [ { "period": "2026", - "score": 2.09, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.34, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 10.07, + "score": 10.87, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2024", - "score": 3.28, + "score": 4.19, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2023", - "score": 2.53, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2022", - "score": 4.76, + "score": 3.48, "grade": "AA+", "pdEstimate": 0.01 }, { - "period": "2021", - "score": 5.61, + "period": "2022", + "score": 6.39, "grade": "AA", "pdEstimate": 0.02 }, + { + "period": "2021", + "score": 8.2, + "grade": "AA-", + "pdEstimate": 0.03 + }, { "period": "2020", - "score": 6.59, - "grade": "AA", - "pdEstimate": 0.02 + "score": 9.39, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2019", - "score": 3.69, + "score": 4.85, "grade": "AA+", "pdEstimate": 0.01 } @@ -922,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066670.json b/landing/lenses/066670.json index d013ac2635734774814f52d42b9533ac197f3caa..4373d757741b57109353d5ca944e76433679db76 100644 --- a/landing/lenses/066670.json +++ b/landing/lenses/066670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/066700.json b/landing/lenses/066700.json index 83f17f6b392d48600963391f615618ef56a37b80..2757a7d9ddf4fa6a530f36fadd3acc3fa5583486 100644 --- a/landing/lenses/066700.json +++ b/landing/lenses/066700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f6f5bd91fee9", + "target": "066700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.362 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066790.json b/landing/lenses/066790.json index 9c29e6fdbc642304963cb1466d9ffaa1c635da05..ac4d4f9e5d41243501071eeb56b60acae61f53ae 100644 --- a/landing/lenses/066790.json +++ b/landing/lenses/066790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066900.json b/landing/lenses/066900.json index 7b5e6d2b00c441340f152e9f6bbc9099e5647899..518ac4450e1f7f26c8a58c3a2125512cf4590954 100644 --- a/landing/lenses/066900.json +++ b/landing/lenses/066900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 18.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 17.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066910.json b/landing/lenses/066910.json index 35537a01d0846e35cc698cc63ecb0cdec49c4b5c..6a43f0848e75df27b0f0df35299d7651dafe9410 100644 --- a/landing/lenses/066910.json +++ b/landing/lenses/066910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066970.json b/landing/lenses/066970.json index dc8ebd78adeff065cc78a4cced6b696dd70bd719..677f9d387cee75006904c987e777dd5442213043 100644 --- a/landing/lenses/066970.json +++ b/landing/lenses/066970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,15 +1085,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.085, + "score": -0.09, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066980.json b/landing/lenses/066980.json index 20cc7eb662c43d4b3aa5349099f80ffe27d041fe..7cd23d18fdfce282a67a642865e46397ffc8c05e 100644 --- a/landing/lenses/066980.json +++ b/landing/lenses/066980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067000.json b/landing/lenses/067000.json index 9fa4c9250a2e0e7bbeea1f774f63b72a18674c6b..3aed0010d181355f6f81948bb18716c9287de8c0 100644 --- a/landing/lenses/067000.json +++ b/landing/lenses/067000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -965,15 +965,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,17 +1044,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1123,7 +1123,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1132,7 +1132,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,88 +1382,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e21443028ae8", - "target": "067000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.673 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067010.json b/landing/lenses/067010.json index 3d873d205ac4b75aac2c85a548e33e26c584b2bd..57116e2dede0d55f8b9855acbbb411472abfae66 100644 --- a/landing/lenses/067010.json +++ b/landing/lenses/067010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067080.json b/landing/lenses/067080.json index 6b8710987efd5ac4df211ecb89554f331fd2494c..d27e0ad9cf30a66b0943d60511081f85566563f0 100644 --- a/landing/lenses/067080.json +++ b/landing/lenses/067080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 13.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 13.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067160.json b/landing/lenses/067160.json index 72279da6905105ea7343803471ddc234563427fa..75f473994aa76e2db96d2879fc13fb1d64ba3533 100644 --- a/landing/lenses/067160.json +++ b/landing/lenses/067160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8dfe771e2e7c", - "target": "067160", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067170.json b/landing/lenses/067170.json index 74634ac4915c5865002597669e69f4120a836ba1..3c17c037df7e4d543c5a5c9c916acfa9dd3ea50c 100644 --- a/landing/lenses/067170.json +++ b/landing/lenses/067170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067250.json b/landing/lenses/067250.json index e38720d02df122c2f2138f529d539e23812255fc..a4f2fc621732a09ecbfa6bca571cc9e01b573962 100644 --- a/landing/lenses/067250.json +++ b/landing/lenses/067250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067280.json b/landing/lenses/067280.json index f201d66181ec87d61e891eb399aa866a467b9f74..627e65260da6e5fb2190fa1bc1bcb2f6095faf1b 100644 --- a/landing/lenses/067280.json +++ b/landing/lenses/067280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a0ee681a0b55", - "target": "067280", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.524 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067290.json b/landing/lenses/067290.json index bab5dc29bdb1d601fbfabf6987231b27a276f366..bb1d0ed4bd0a5577516e9d377f6c86f47e8538ab 100644 --- a/landing/lenses/067290.json +++ b/landing/lenses/067290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067310.json b/landing/lenses/067310.json index de64618066a398ab65e39e3dafcff8c1eba30560..d6d0299df25433334636117dad5ae08ec1548b83 100644 --- a/landing/lenses/067310.json +++ b/landing/lenses/067310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067370.json b/landing/lenses/067370.json index d88218e8cf0be090373c4da711a897b7d129020c..70d1a4e1b8b2638ab98aa4503910458a55c94e25 100644 --- a/landing/lenses/067370.json +++ b/landing/lenses/067370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -770,10 +770,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,10 +897,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -915,10 +915,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -929,7 +929,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -937,7 +937,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -945,7 +945,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067390.json b/landing/lenses/067390.json index 94f81082cb6278fe7743b02fd90aa7134a5fadd1..5b33034ffb27a91933d8ee0d747c1b1e870892c7 100644 --- a/landing/lenses/067390.json +++ b/landing/lenses/067390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.94, + "score": 32.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.95, + "score": 33.7, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067570.json b/landing/lenses/067570.json index 7d3cd89e4539a213e99c61feefc4c2e3c8dacd3f..036c36d345ec334bdb1aeb8511c4942077e265da 100644 --- a/landing/lenses/067570.json +++ b/landing/lenses/067570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067630.json b/landing/lenses/067630.json index 147d854dd5f0591a76dea0153f1bb7ed19cee6f9..c0ba0ca080270c3fc7623ad27451dd1f2609094f 100644 --- a/landing/lenses/067630.json +++ b/landing/lenses/067630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -537,6 +537,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "067630", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 8.89, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 1.33, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 65.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.75, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 48.98, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 14.69, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/067630/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/067630/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 에너지 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/067630/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/067630/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067630/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 48.98, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067630/axes/자본구조", + "status": "derived", + "detail": "위험점수 8.89, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067630/axes/유동성", + "status": "derived", + "detail": "위험점수 38.31, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067630/axes/현금흐름", + "status": "derived", + "detail": "위험점수 65.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067630/axes/사업안정성", + "status": "derived", + "detail": "위험점수 31.05, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/067630/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB-", + "score": 45.35, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB-", + "score": 45.67, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 33.47, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2025", + "score": 54.22, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2024", + "score": 41.8, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2023", + "score": 45.47, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2022", + "score": 39.1, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2021", + "score": 36.33, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2020", + "score": 19.83, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2019", + "score": 25.43, + "grade": "BBB", + "pdEstimate": 0.25 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 2.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 65점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 14.71%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -547,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,6 +970,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "067630", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.85, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -1.0, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.85 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "overOptimism" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "overOptimism" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -674,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -819,7 +1305,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -830,9 +1316,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -877,9 +1365,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -892,12 +1382,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d8cbc9f18352", + "target": "067630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067730.json b/landing/lenses/067730.json index 6f4297fbc2c7b116a573447a3b76983d13c5272c..21c900a2244a8bbab2129731fd10fea1fd57b47a 100644 --- a/landing/lenses/067730.json +++ b/landing/lenses/067730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067770.json b/landing/lenses/067770.json index 4a357aeec9f524eb2c1db96ffbfe2185480fe5a0..1530f3bc3757c37408f9abb42b306baeec318015 100644 --- a/landing/lenses/067770.json +++ b/landing/lenses/067770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067830.json b/landing/lenses/067830.json index b3dfb9daa4f797441bff11f61e3fbd3044b7875e..6c0b74b3bba09f311b08c2e97124e69841c6ccc7 100644 --- a/landing/lenses/067830.json +++ b/landing/lenses/067830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067900.json b/landing/lenses/067900.json index 2f55fc6ded83eceb97950fe519404fd1c7feb4d6..ea85b6d493a1ca98fd1a156489de17b9c375b177 100644 --- a/landing/lenses/067900.json +++ b/landing/lenses/067900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 11.60, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.27, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -671,14 +671,14 @@ "sourceRef": "axes.현금흐름" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 14.02, + "id": "axis.유동성", + "label": "유동성", + "value": 10.63, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 3.5, - "sourceRef": "axes.채무상환능력" + "weight": 15, + "contribution": 1.59, + "sourceRef": "axes.유동성" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 유틸리티 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,21 +765,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/067900/axes/채무상환능력", "status": "derived", - "detail": "위험점수 14.02, 가중치 25%" + "detail": "위험점수 8.27, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/067900/axes/자본구조", "status": "derived", - "detail": "위험점수 9.48, 가중치 20%" + "detail": "위험점수 7.63, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/067900/axes/유동성", "status": "derived", - "detail": "위험점수 13.92, 가중치 15%" + "detail": "위험점수 10.63, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 11.6, + "grade": "dCR-AA-", + "score": 8.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.15, + "grade": "dCR-AA-", + "score": 8.66, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 10.31, - "grade": "A+", - "pdEstimate": 0.04 + "score": 4.77, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 13.16, - "grade": "A", - "pdEstimate": 0.06 + "score": 7.27, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2024", - "score": 10.98, - "grade": "A+", - "pdEstimate": 0.04 + "score": 5.64, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2023", - "score": 8.58, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 4.06, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2022", - "score": 13.2, - "grade": "A", - "pdEstimate": 0.06 + "score": 6.51, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2021", - "score": 18.49, - "grade": "A-", - "pdEstimate": 0.08 + "score": 10.76, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2020", - "score": 18.56, - "grade": "A-", - "pdEstimate": 0.08 + "score": 10.25, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2019", - "score": 24.68, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 13.32, + "grade": "A", + "pdEstimate": 0.06 } ], "coverage": { @@ -907,14 +907,8 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, - "notchAdjustment": { - "totalNotch": 1, - "reasons": [ - "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" - }, + "pdEstimate": 0.03, + "notchAdjustment": null, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067920.json b/landing/lenses/067920.json index 39072137822a0dac524fca95c618a97995728956..4854e2dffff1f45e0b176f0baee9deac879aeed4 100644 --- a/landing/lenses/067920.json +++ b/landing/lenses/067920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067990.json b/landing/lenses/067990.json index a8bb010693edfd70a6cc0bbd06c1dc3ebc67ae63..7369b18cf5101a7cde0fc363297d67033b2e681d 100644 --- a/landing/lenses/067990.json +++ b/landing/lenses/067990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068050.json b/landing/lenses/068050.json index c29a51b5a46b69aecee0019de6444483d7a55566..e19b178c1dc7d68582584a3bd9cc186aede837eb 100644 --- a/landing/lenses/068050.json +++ b/landing/lenses/068050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.15%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/068060.json b/landing/lenses/068060.json index 5798bf20147e4a1d244c57ab35ec49ea975956e7..86dff78b18fc87944d4fa54d71de4b0679abcd84 100644 --- a/landing/lenses/068060.json +++ b/landing/lenses/068060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068100.json b/landing/lenses/068100.json index 495d097a2b5c361b1e6c59b7c85adab880dbeace..2f373e535c63ace3a870af64b81fbe30164996fd 100644 --- a/landing/lenses/068100.json +++ b/landing/lenses/068100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068240.json b/landing/lenses/068240.json index 20f8302383a34f08501da4066338ee226bbcb893..e2da4d156300e92f5f947a44077867c220784ef0 100644 --- a/landing/lenses/068240.json +++ b/landing/lenses/068240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068270.json b/landing/lenses/068270.json index 18f065f60181dde18303c1aa7fbf3f2c53bd3274..cdfb0d1b2c8a2271a14eb52e7e98c7e490de00f8 100644 --- a/landing/lenses/068270.json +++ b/landing/lenses/068270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068290.json b/landing/lenses/068290.json index 8dac070b2697fdf428d2aa50be86fedc87a09004..d885a68c047b709a00dc7a523423ff6013b83765 100644 --- a/landing/lenses/068290.json +++ b/landing/lenses/068290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068330.json b/landing/lenses/068330.json index 989611b35b09d71fda17f6d2fd49cedcb061fc2f..0e366514585b7878ff5ff9d99188a2770b7142cb 100644 --- a/landing/lenses/068330.json +++ b/landing/lenses/068330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068400.json b/landing/lenses/068400.json index 359c494b7f214ff7ea369410a0af95e24f220826..7252f9afefe59aff486fab71efeeb291b84881ac 100644 --- a/landing/lenses/068400.json +++ b/landing/lenses/068400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068420.json b/landing/lenses/068420.json index b9d8ebc19cf1c20a4553e40fbfe391f0b6aadf55..b78a0315b4f0e845db355898915e8a1c7a13f945 100644 --- a/landing/lenses/068420.json +++ b/landing/lenses/068420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -441,10 +441,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -460,10 +460,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -487,10 +487,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -505,10 +505,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -519,7 +519,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -527,7 +527,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -543,7 +543,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -559,7 +559,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068760.json b/landing/lenses/068760.json index ef5fb6327961ab057d4393e2a57a549a41e12523..b9fc591cfebb55de00c6934986411ebaed1276cd 100644 --- a/landing/lenses/068760.json +++ b/landing/lenses/068760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068790.json b/landing/lenses/068790.json index b672339a48c879408d1db3077f859791b765eab3..5a24549fc473b9f4f857ccc91eed13340b378c8b 100644 --- a/landing/lenses/068790.json +++ b/landing/lenses/068790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068930.json b/landing/lenses/068930.json index 9c0e7227891433393c5eea93c5e10e66944f5bae..d47cafcec341f8680378465f2ef4ad31da7b1378 100644 --- a/landing/lenses/068930.json +++ b/landing/lenses/068930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068940.json b/landing/lenses/068940.json index 1e4fa3a696e354311aa94ce166a113ffbfb27eab..2d9b05c5c9a07570c4b965ab63d5f5afd71a123c 100644 --- a/landing/lenses/068940.json +++ b/landing/lenses/068940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069080.json b/landing/lenses/069080.json index f285c0d9ec37a94852893a29c73778a8194a27e2..cf3acf7fe33fb7b71fce8384c4dc1875c254b374 100644 --- a/landing/lenses/069080.json +++ b/landing/lenses/069080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069110.json b/landing/lenses/069110.json index 702c9335fc246c388b62a5ef725c182fa89613e0..6abc9f05430d7181bdb2c1902fec8a62efdac590 100644 --- a/landing/lenses/069110.json +++ b/landing/lenses/069110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069140.json b/landing/lenses/069140.json index b0bf1ea4d388a71cfd1382bc7443b6e79105cb34..c9f1d9d799161465a6d81d46c0056986b6123785 100644 --- a/landing/lenses/069140.json +++ b/landing/lenses/069140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 29.31, + "score": 31.56, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.55, + "grade": "dCR-BB+", + "score": 32.8, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,6 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069260.json b/landing/lenses/069260.json index c2b25909307108609ab97492c83dd23592ca024f..e2cce9213b2452ba70c78089ce16937dac177a0e 100644 --- a/landing/lenses/069260.json +++ b/landing/lenses/069260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,88 +1601,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0a2f235b1311", - "target": "069260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.397 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/069330.json b/landing/lenses/069330.json index a6895938fac18ffcc8b7da53c0d7361664e64ad3..e3d1cabdbe1031e4fb199039cf14794dce066582 100644 --- a/landing/lenses/069330.json +++ b/landing/lenses/069330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,6 +611,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "069330", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 17.5, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 2.62, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 48.13, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 7.22, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 45.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 4.5, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/069330/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/069330/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/069330/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/069330/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069330/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 22.12, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069330/axes/자본구조", + "status": "derived", + "detail": "위험점수 17.75, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069330/axes/유동성", + "status": "derived", + "detail": "위험점수 48.13, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069330/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069330/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/069330/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 29.51, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 31.04, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 24.07, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2025", + "score": 32.54, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2024", + "score": 49.19, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2023", + "score": 62.39, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2022", + "score": 12.37, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2021", + "score": 29.52, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2020", + "score": 65.56, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2019", + "score": 66.28, + "grade": "B-", + "pdEstimate": 10.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.4, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 48점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -738,6 +1042,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "069330", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.095, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.255, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.095 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -767,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1377,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1388,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1437,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1458,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/069410.json b/landing/lenses/069410.json index d8ad86423aca3ca3cae48d4085c1a478e325b070..386ee352854cf254a37912f5f319b71656df1c97 100644 --- a/landing/lenses/069410.json +++ b/landing/lenses/069410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:028b1452b186", + "target": "069410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.272 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/069460.json b/landing/lenses/069460.json index 152647556aae3c9512f45b561f5ea276f0b0deba..11de24b98fe2ea98ebe92f89a84f48fd8179cd7b 100644 --- a/landing/lenses/069460.json +++ b/landing/lenses/069460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-22", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-22", "period": null, "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-22", "period": null, "status": "observed", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069510.json b/landing/lenses/069510.json index b6358a34e5826bb190c3f22ecb08a51070272e35..70636825a6497b376ac8bae590d9ea961df4934f 100644 --- a/landing/lenses/069510.json +++ b/landing/lenses/069510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069540.json b/landing/lenses/069540.json index 412158342262fd09dd8e95b4442bdbf525571ac7..46e7a1048b4d273c59c8c3414532842234365d7c 100644 --- a/landing/lenses/069540.json +++ b/landing/lenses/069540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.71, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.15, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -663,11 +663,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 6.64, + "value": 8.2, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.33, + "contribution": 1.64, "sourceRef": "axes.자본구조" }, { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,12 +732,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -782,7 +782,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/069540/axes/자본구조", "status": "derived", - "detail": "위험점수 6.64, 가중치 20%" + "detail": "위험점수 8.20, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.71, + "score": 31.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.44, + "score": 31.96, "assumptions": { "scenarioStress": "moderate" } @@ -862,49 +862,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.81, + "score": 1.33, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 28.28, + "score": 29.05, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2024", - "score": 36.64, + "score": 36.94, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2023", - "score": 35.79, + "score": 36.36, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2022", - "score": 20.07, + "score": 20.77, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2021", - "score": 36.65, + "score": 36.95, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2020", - "score": 36.4, + "score": 36.7, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2019", - "score": 24.04, + "score": 25.81, "grade": "BBB", "pdEstimate": 0.25 } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069620.json b/landing/lenses/069620.json index 4b18d6f69adbbe637001c90a5065d9f203674ca3..69d54736360ee01e57b0569b425a4e6edc271025 100644 --- a/landing/lenses/069620.json +++ b/landing/lenses/069620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,7 +928,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,15 +1070,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1103,8 +1103,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,17 +1149,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1222,13 +1222,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1237,7 +1237,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,12 +1472,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f27e8aa81886", + "target": "069620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/069640.json b/landing/lenses/069640.json index 47b15646851f52e2d62989bfa67610c698f351ca..553c023854bddf47b0f2f91e9f5bb18346e9d04b 100644 --- a/landing/lenses/069640.json +++ b/landing/lenses/069640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069730.json b/landing/lenses/069730.json index 3082d02625cb1502130307bcbe398b15f5b07d4b..883a258c6b33836d93388116289467af2df5f070 100644 --- a/landing/lenses/069730.json +++ b/landing/lenses/069730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069920.json b/landing/lenses/069920.json index 00c6a398e89a19a6021efcd17f95d37c8d062d86..5bc8a615be2449ab471d41186d4b667afaa1d8fd 100644 --- a/landing/lenses/069920.json +++ b/landing/lenses/069920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 249.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 257.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069960.json b/landing/lenses/069960.json index 087bd84c792dc39354f52eddeca44a77415bae61..0887ded1bb34b8320fba02fbb9f4e3ad8b8a45c5 100644 --- a/landing/lenses/069960.json +++ b/landing/lenses/069960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1501,88 +1501,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5de94532962e", - "target": "069960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/070080.json b/landing/lenses/070080.json index 96cae93b9822b1ef680995ea4058e8cd0bdf9648..f478b88f1c9ca95d8d3dda9e9f34cc1888f9c54b 100644 --- a/landing/lenses/070080.json +++ b/landing/lenses/070080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1088,10 +1088,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1106,10 +1106,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070300.json b/landing/lenses/070300.json index 22987f2a0c0cdf3fdb739583e3d79c34f0219028..cd85c1a352913681f998076d1ba658e4c989706f 100644 --- a/landing/lenses/070300.json +++ b/landing/lenses/070300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.20, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.42, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.2, + "grade": "dCR-BBB-", + "score": 29.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.22, + "grade": "dCR-BBB-", + "score": 29.44, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1109,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1187,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1262,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070590.json b/landing/lenses/070590.json index 9d4a4bdad30486aa8732cdffa03b87967cb3d5a5..25cfdac19948258e7d39ee098f56c40e601572fc 100644 --- a/landing/lenses/070590.json +++ b/landing/lenses/070590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070960.json b/landing/lenses/070960.json index 70ca65261ad54af1ef1c94a79cb7068d6c6344c6..a5c149283891e53e87387c5585ed7a1597285dcb 100644 --- a/landing/lenses/070960.json +++ b/landing/lenses/070960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071050.json b/landing/lenses/071050.json index dfec8040c697cd0df5a830171749c1e6e6ad4bab..a33db7380a4806e214b22182f9117f8346a422fc 100644 --- a/landing/lenses/071050.json +++ b/landing/lenses/071050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,12 +1139,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ac1a1382ec67", + "target": "071050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071090.json b/landing/lenses/071090.json index ba105260e9acbc7a9cefc073ee3ba950e2d40b07..216ca315800567acb8be1b19ea958496343d047b 100644 --- a/landing/lenses/071090.json +++ b/landing/lenses/071090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1553,88 +1553,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bd268416d29e", - "target": "071090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.735 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071200.json b/landing/lenses/071200.json index f12b255bb9f05b6935f48b6201a4cccf68b75da6..04ae7473a5def633025e0410d03b4a9c58f8cd35 100644 --- a/landing/lenses/071200.json +++ b/landing/lenses/071200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071280.json b/landing/lenses/071280.json index 9fea200e26271ef0508759cddc1aa82dec4ae662..ef3063a80c68f270aecd6da0fd589f3f0b7d5cb7 100644 --- a/landing/lenses/071280.json +++ b/landing/lenses/071280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071320.json b/landing/lenses/071320.json index 5baa57c7b86a1d89b19c993346355114bcf3d4d5..c93152d7f9703eb2c5789af9a01fbc17255d0c17 100644 --- a/landing/lenses/071320.json +++ b/landing/lenses/071320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.34, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -663,11 +663,11 @@ { "id": "axis.유동성", "label": "유동성", - "value": 74.48, + "value": 62.13, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 11.17, + "contribution": 9.32, "sourceRef": "axes.유동성" }, { @@ -684,12 +684,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 매우 건전하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 유틸리티 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/071320/axes/자본구조", "status": "derived", - "detail": "위험점수 17.50, 가중치 20%" + "detail": "위험점수 9.30, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/071320/axes/유동성", "status": "derived", - "detail": "위험점수 74.48, 가중치 15%" + "detail": "위험점수 62.13, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.88, + "grade": "dCR-BBB+", + "score": 21.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 28.18, + "grade": "dCR-BBB", + "score": 22.73, "assumptions": { "scenarioStress": "moderate" } @@ -843,7 +843,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -857,51 +857,51 @@ "gradeHistory": [ { "period": "2026", - "score": 55.88, - "grade": "B", - "pdEstimate": 7.0 + "score": 33.75, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2025", - "score": 27.43, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 17.57, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2024", - "score": 28.23, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 17.93, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2023", - "score": 38.62, - "grade": "BB", - "pdEstimate": 1.5 + "score": 25.88, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2022", - "score": 56.67, - "grade": "B", - "pdEstimate": 7.0 + "score": 43.02, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2021", - "score": 37.95, - "grade": "BB", - "pdEstimate": 1.5 + "score": 28.13, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2020", - "score": 28.5, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 18.91, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2019", - "score": 46.32, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 33.22, + "grade": "BB+", + "pdEstimate": 0.75 } ], "coverage": { @@ -912,11 +912,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "유동성 축이 74점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.24%). 최근 주가 하락이 반영된 결과", + "유동성 축이 62점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071460.json b/landing/lenses/071460.json index 297f9091d656be093ae5a68c47fa63e3ab4a1325..5e1db6e3fbc8f354aa7bf0b6b371230185289d13 100644 --- a/landing/lenses/071460.json +++ b/landing/lenses/071460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071670.json b/landing/lenses/071670.json index edbbed059ba2ff64428fb7b7ed3485e0d90cdecb..c83f5ecf93c2a39fcc53d42e9beee5adeed3a4ef 100644 --- a/landing/lenses/071670.json +++ b/landing/lenses/071670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 17.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 20.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 175.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071840.json b/landing/lenses/071840.json index 2f67007dbd977ea819ea4352266debb6c26659fe..1fd136c66efd02d3190d61ec03ebfa9e620a9d97 100644 --- a/landing/lenses/071840.json +++ b/landing/lenses/071840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071850.json b/landing/lenses/071850.json index c3150667404387f2b19f99d4973764c0cbae9d95..8b9042d0550d12b8f117486551a6240810b3ba2b 100644 --- a/landing/lenses/071850.json +++ b/landing/lenses/071850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1511,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/071950.json b/landing/lenses/071950.json index 2db4765d00e1673f00fa0d04fd3a8e8795e9412d..8b5de91c9316cf6654107e174c56a1496a995d02 100644 --- a/landing/lenses/071950.json +++ b/landing/lenses/071950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 278.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 298.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071970.json b/landing/lenses/071970.json index 4fd0d87c95f6febd53e0911c9a926c3a801ccc3b..22cb2b03c192200fe3ddfcac4191f6254584f34e 100644 --- a/landing/lenses/071970.json +++ b/landing/lenses/071970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,6 +611,315 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "071970", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 7.56, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 38.07, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.81, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 12.78, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 1.92, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/071970/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/071970/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/071970/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 적정 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/071970/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071970/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 1.12, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071970/axes/자본구조", + "status": "derived", + "detail": "위험점수 2.00, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071970/axes/유동성", + "status": "derived", + "detail": "위험점수 12.78, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071970/axes/현금흐름", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071970/axes/사업안정성", + "status": "derived", + "detail": "위험점수 38.07, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/071970/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 7.56, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA-", + "score": 8.67, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 11.27, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2025", + "score": 4.9, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2024", + "score": 8.58, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2023", + "score": 21.04, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2022", + "score": 56.76, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2021", + "score": 55.1, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2020", + "score": 62.82, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2019", + "score": 64.38, + "grade": "B-", + "pdEstimate": 10.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "사업안정성 축이 38점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -738,6 +1047,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "071970", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 1.0, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.315, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 1.0 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "underReaction" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "underReaction" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -767,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -808,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -816,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -832,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -972,7 +1461,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -983,9 +1473,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1030,9 +1522,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1059,12 +1553,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c379719d4464", + "target": "071970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/072020.json b/landing/lenses/072020.json index 1152cc0a174852238faca02f73243c11595de6f4..cce7ec6e7de3b7e9292055af488d66ae7e9fbc97 100644 --- a/landing/lenses/072020.json +++ b/landing/lenses/072020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072130.json b/landing/lenses/072130.json index 30f394907baa10d6fad62e64ed18e3b304ac272f..db27450d5155b6a5d84465abbc33a32aba9d2266 100644 --- a/landing/lenses/072130.json +++ b/landing/lenses/072130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072470.json b/landing/lenses/072470.json index 610da581f83682109edb4294cbb1fcb7288333bb..605ff158699fa1a1579bc5fb5ac6ad8256638317 100644 --- a/landing/lenses/072470.json +++ b/landing/lenses/072470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 24.41, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.66, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 24.41, + "score": 26.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 25.28, + "grade": "dCR-BBB+", + "score": 27.68, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -915,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 7.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.30%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,15 +1064,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1216,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1231,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1466,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:26bfb00d0fa3", + "target": "072470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.415 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/072710.json b/landing/lenses/072710.json index 50bff14b697cb3b4c8b7dc13d0a6dfa8728d5479..e240deec80179070df5e4250985a46536bc473d7 100644 --- a/landing/lenses/072710.json +++ b/landing/lenses/072710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (지주사조정) 업종 기준 매우 우수하다.", + "label": "채무상환능력은 필수소비재 (지주사조정) 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072770.json b/landing/lenses/072770.json index 5af46a6270bdf53a88bfe7ddd9ee3b1993ccdbe3..93cd72f46f97279c4a08a38cc1e84db26887edb6 100644 --- a/landing/lenses/072770.json +++ b/landing/lenses/072770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072870.json b/landing/lenses/072870.json index 257d3d10f6121060d330f9be60b00e5572b01f12..ff2645ca418be49d9bb8bb8cc1b0defd3b42c68b 100644 --- a/landing/lenses/072870.json +++ b/landing/lenses/072870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072950.json b/landing/lenses/072950.json index f0396efb976d25212105512ae5c991652a7b1919..74400f2b8b950fdb7dd6b28d81cbe9ed81ac3079 100644 --- a/landing/lenses/072950.json +++ b/landing/lenses/072950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.10, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.36, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.1, + "score": 12.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.3, + "score": 12.57, "assumptions": { "scenarioStress": "moderate" } @@ -915,6 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072990.json b/landing/lenses/072990.json index 77e90bec9acaf884d49e44540507245afda6b207..b461ba81b54514b6b0851f98ad1710e9d931f583 100644 --- a/landing/lenses/072990.json +++ b/landing/lenses/072990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073010.json b/landing/lenses/073010.json index 9063a3192f4c7f3908ec87bf3518e13cf11c46d5..1385887f9d79f66b0e02cbbb196b1e58136b9dbb 100644 --- a/landing/lenses/073010.json +++ b/landing/lenses/073010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,7 +925,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073070.json b/landing/lenses/073070.json index 18d95bbfc32224616f168676aadfc6b6e07b3445..2756f86041eff8257c6fd08bbf65ff99b0ea25b1 100644 --- a/landing/lenses/073070.json +++ b/landing/lenses/073070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -155,7 +155,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2020", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -202,7 +202,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -249,7 +249,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2020", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -296,7 +296,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2020", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,10 +1124,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1142,10 +1142,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073110.json b/landing/lenses/073110.json index b2e229d865384f07477ca1ff012f42077949ee82..dce08cd593f5a4c3fbaf508c692e880383486328 100644 --- a/landing/lenses/073110.json +++ b/landing/lenses/073110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073190.json b/landing/lenses/073190.json index 60718912aec3918e7a71cf88115ec717d2736481..ef9de2165bfe0952fb5ba4f7d2572faf0d69b56a 100644 --- a/landing/lenses/073190.json +++ b/landing/lenses/073190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-19", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073240.json b/landing/lenses/073240.json index 77de046a078cdbc2d534f07cd6330087ef61484f..aa410d9f48dc89a5662578dc7b9fb429d6023bd9 100644 --- a/landing/lenses/073240.json +++ b/landing/lenses/073240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073490.json b/landing/lenses/073490.json index 0c1994322a05ca7c1e32f4c160b779c31bbce96a..26546e1c1c57e2d0247dba9316977cef3cc46b31 100644 --- a/landing/lenses/073490.json +++ b/landing/lenses/073490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0f61f581bfd6", - "target": "073490", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073540.json b/landing/lenses/073540.json index fe67c4f646cca188d0e8391c5258cb11d0bcec1b..d95994dc369e9b78dc004a127656dc1b66595c7c 100644 --- a/landing/lenses/073540.json +++ b/landing/lenses/073540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073560.json b/landing/lenses/073560.json index 44618ccbe7a32bf50a7205bbbe6a6d692f212a50..7f5bd62a21202c5604356dc8ccc00894696ca170 100644 --- a/landing/lenses/073560.json +++ b/landing/lenses/073560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.22, + "grade": "dCR-BBB+", + "score": 20.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.57, + "grade": "dCR-BBB", + "score": 22.42, "assumptions": { "scenarioStress": "moderate" } @@ -842,7 +842,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -911,7 +911,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073570.json b/landing/lenses/073570.json index f594bd190ab4d199ee4a71545ef74497204c75b7..a881f70abc06a7ebc7637f84e3bf9f8ed638af68 100644 --- a/landing/lenses/073570.json +++ b/landing/lenses/073570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -908,8 +908,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -939,10 +939,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -952,7 +952,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,10 +1075,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1093,10 +1093,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1107,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073640.json b/landing/lenses/073640.json index 8ae2a1d90454bdbf58ab087be330cbf8a093b2e2..f124dcb72bc171dbf425d8ba4fd73d12cf1df35b 100644 --- a/landing/lenses/073640.json +++ b/landing/lenses/073640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -545,18 +545,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 49.75, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.36, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -567,11 +567,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 15.44, + "value": 12.31, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 3.09, + "weight": 15, + "contribution": 1.85, "sourceRef": "axes.자본구조" }, { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,12 +646,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,21 +689,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/073640/axes/채무상환능력", "status": "derived", - "detail": "위험점수 63.04, 가중치 25%" + "detail": "위험점수 44.68, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/073640/axes/자본구조", "status": "derived", - "detail": "위험점수 15.44, 가중치 20%" + "detail": "위험점수 12.31, 가중치 15%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/073640/axes/유동성", "status": "derived", - "detail": "위험점수 59.70, 가중치 15%" + "detail": "위험점수 53.60, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -740,15 +740,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 49.75, + "grade": "dCR-BB-", + "score": 45.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 50.45, + "grade": "dCR-BB-", + "score": 45.9, "assumptions": { "scenarioStress": "moderate" } @@ -776,51 +776,51 @@ "gradeHistory": [ { "period": "2026", - "score": 15.91, - "grade": "A", - "pdEstimate": 0.06 + "score": 8.53, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2025", - "score": 50.68, - "grade": "B+", - "pdEstimate": 4.0 + "score": 44.63, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2024", - "score": 36.35, + "score": 36.18, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2023", - "score": 33.24, + "score": 32.08, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2022", - "score": 52.55, - "grade": "B+", - "pdEstimate": 4.0 + "score": 44.64, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2021", - "score": 54.16, - "grade": "B+", - "pdEstimate": 4.0 + "score": 43.56, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2020", - "score": 56.39, - "grade": "B", - "pdEstimate": 7.0 + "score": 44.39, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2019", - "score": 36.93, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 30.44, + "grade": "BBB-", + "pdEstimate": 0.4 } ], "coverage": { @@ -831,7 +831,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074430.json b/landing/lenses/074430.json index 036e8de3f5e8602b30334971cb9b6ef36d58979d..afdc659948a4f13176b5ecfa8e360031640be08b 100644 --- a/landing/lenses/074430.json +++ b/landing/lenses/074430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074600.json b/landing/lenses/074600.json index 2177412abd8af7f3961ce52d5669d273e0be3984..73cd2a79f6682814dd4d45664387b9d96d90ba4c 100644 --- a/landing/lenses/074600.json +++ b/landing/lenses/074600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074610.json b/landing/lenses/074610.json index 4d1674f22a7eb011ab8ba178fb02077338a0644c..46105c81ddd513351658c2a9e1f54ac21b0512c1 100644 --- a/landing/lenses/074610.json +++ b/landing/lenses/074610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", diff --git a/landing/lenses/075130.json b/landing/lenses/075130.json index 363d6a9959a28c0941284c885a354f70891e4671..9501a0941a35358ac731a80c6a8f07c204332896 100644 --- a/landing/lenses/075130.json +++ b/landing/lenses/075130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.06, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.06, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.06, + "grade": "dCR-AA-", + "score": 8.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.21, + "grade": "dCR-AA-", + "score": 8.21, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075180.json b/landing/lenses/075180.json index b99b975cdaf045c5ea9d0d86348e83722fc7cfb3..2f2e4e0dca8bc22ef8560463135fc663722bc48c 100644 --- a/landing/lenses/075180.json +++ b/landing/lenses/075180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075580.json b/landing/lenses/075580.json index f6199a83e3885c60f53322d74e96beec6d90656c..881e8018736ce2cfd3d3d2087a40d5fefcb2c244 100644 --- a/landing/lenses/075580.json +++ b/landing/lenses/075580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,6 +610,316 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "075580", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A", + "summary": "dCR 위험점수 15.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 2.97, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.59, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 35.27, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.29, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 29.13, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.91, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/075580/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/075580/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/075580/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/075580/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075580/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 3.25, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075580/axes/자본구조", + "status": "derived", + "detail": "위험점수 2.97, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075580/axes/유동성", + "status": "derived", + "detail": "위험점수 35.27, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075580/axes/현금흐름", + "status": "derived", + "detail": "위험점수 5.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075580/axes/사업안정성", + "status": "derived", + "detail": "위험점수 29.13, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/075580/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A", + "score": 15.72, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A-", + "score": 16.73, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 31.25, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2025", + "score": 15.79, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2024", + "score": 23.94, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2023", + "score": 17.27, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2022", + "score": 25.13, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2021", + "score": 36.09, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2020", + "score": 33.84, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2019", + "score": 32.66, + "grade": "BB+", + "pdEstimate": 0.75 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.06, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.45%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -737,6 +1047,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "075580", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 1.0, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.455, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 1.0 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "underReaction" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "underReaction" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -766,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -784,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -802,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -816,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -824,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -832,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -848,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1011,7 +1501,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -1022,9 +1513,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1069,9 +1562,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1105,12 +1600,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:82b5d9bb54dc", + "target": "075580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/075970.json b/landing/lenses/075970.json index 87df5f78408e16fe70ad820a65cd957bfe5ae1de..8372053cffe1e164cb1b64b332e33c7475ea7e03 100644 --- a/landing/lenses/075970.json +++ b/landing/lenses/075970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076080.json b/landing/lenses/076080.json index 49e9c784d3d840d1390963b744dcbdeb8b23e754..92be63f27c6513e4a28ca0309ac43b668aeae865 100644 --- a/landing/lenses/076080.json +++ b/landing/lenses/076080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1473,7 +1473,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1495,7 +1495,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1513,15 +1513,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/076610.json b/landing/lenses/076610.json index 9110ea153e1e8b4179630014e61248c8f0208ca2..df7ffeb2bf1542014dfbd83e5e44d07482fca86d 100644 --- a/landing/lenses/076610.json +++ b/landing/lenses/076610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077360.json b/landing/lenses/077360.json index 9260c1a6254acc1f226efdf44debd9cf2dfe6880..08e3e911a1ceb267ace1894647897b697fd285af 100644 --- a/landing/lenses/077360.json +++ b/landing/lenses/077360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 24.2, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 27.18, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 62.34, - "grade": "B-", - "pdEstimate": 10.0 + "score": 61.89, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2024", - "score": 47.0, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 39.14, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2023", - "score": 55.6, - "grade": "B", - "pdEstimate": 7.0 + "score": 52.02, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 40.63, - "grade": "BB", - "pdEstimate": 1.5 + "score": 30.66, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2021", - "score": 28.93, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 24.96, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2020", - "score": 5.49, + "score": 5.39, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2019", - "score": 4.24, + "score": 3.99, "grade": "AA+", "pdEstimate": 0.01 } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077500.json b/landing/lenses/077500.json index f9051395ff42ef41f22cf4a9ea3c170d5593fccc..81ab224f77d3a3251e4d9c5174fba3f068d5cc75 100644 --- a/landing/lenses/077500.json +++ b/landing/lenses/077500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077970.json b/landing/lenses/077970.json index e4ecaa765c4261332cd9fc7a2e764bdb099b9d9d..9e63bb7b1d76fac1cf2cf2b89f84f983d8c4bb3a 100644 --- a/landing/lenses/077970.json +++ b/landing/lenses/077970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,12 +1599,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2c1e42036c28", + "target": "077970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078000.json b/landing/lenses/078000.json index e24d003b972404ff4fa43aadc6a03e47d44e6db0..2c57a9cb455b5cadcce79f7f23e4b7bcefb3499f 100644 --- a/landing/lenses/078000.json +++ b/landing/lenses/078000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078020.json b/landing/lenses/078020.json index d07bb9a7d786a34801d25707dc28c972a7e6385c..cc1e0f891344351fa8329e2a5538016f1c4c29ab 100644 --- a/landing/lenses/078020.json +++ b/landing/lenses/078020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -979,14 +979,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.115, + "score": 0.11, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078070.json b/landing/lenses/078070.json index bad40b9949e50f3e7b9644ccfccf0da5a99e49df..90c3c65f2a01e731ed11f822fd3bd627981f59e7 100644 --- a/landing/lenses/078070.json +++ b/landing/lenses/078070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078130.json b/landing/lenses/078130.json index 9ded6139b914118a4930f8cb50609fe8f49ace4d..565309f274f4ff9c18db53d45793687e4120bdf2 100644 --- a/landing/lenses/078130.json +++ b/landing/lenses/078130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/078140.json b/landing/lenses/078140.json index a4c80c7410fcc7b8ed3a41c0518e2a09e961925f..d7058aad6fc302eed245ad6060dea33ccbe5d30f 100644 --- a/landing/lenses/078140.json +++ b/landing/lenses/078140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078150.json b/landing/lenses/078150.json index 86c94310e67b2d5697edc855df399c26a9a2d668..305838561deda94a0ccf70cfee3f5844668fa5e1 100644 --- a/landing/lenses/078150.json +++ b/landing/lenses/078150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:46c7da9ca6ca", + "target": "078150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.242 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078160.json b/landing/lenses/078160.json index 0250b1677da69d064b08c00046aaf5621e6b47cd..a333ef0743b77f73b3124158bab5b24edb2cca68 100644 --- a/landing/lenses/078160.json +++ b/landing/lenses/078160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,15 +978,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,17 +1057,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1410,88 +1410,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:553527b073e5", - "target": "078160", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078340.json b/landing/lenses/078340.json index 5b7e894cc28f363c384554c3deed3792dc71d6b3..2c87725671e5916a215cf67edcec5d10b6593934 100644 --- a/landing/lenses/078340.json +++ b/landing/lenses/078340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078350.json b/landing/lenses/078350.json index 9980bd5e2a9108267d630d7f6619016f38909219..6b6972add49e053f707db1413bbfe32ca14232eb 100644 --- a/landing/lenses/078350.json +++ b/landing/lenses/078350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078520.json b/landing/lenses/078520.json index 50e7d90cb674a3217c42e3082340d69384f2dd24..03c1b6a0beb01c72845a77dd698d7097521513af 100644 --- a/landing/lenses/078520.json +++ b/landing/lenses/078520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078590.json b/landing/lenses/078590.json index 56d21aa6e5acee7422e65a7511e2f9e54b6c84c6..971facda79546658baa8ca190dcf17a28d65f769 100644 --- a/landing/lenses/078590.json +++ b/landing/lenses/078590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078600.json b/landing/lenses/078600.json index c128af383a241f87bd2a7c4af7c36a128801254f..858632e1e24157d117ea2454e3140417619987f3 100644 --- a/landing/lenses/078600.json +++ b/landing/lenses/078600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 46.29, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 39.81, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -656,16 +656,6 @@ "contribution": 3.02, "sourceRef": "axes.사업안정성" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 72.47, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 18.12, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.유동성", "label": "유동성", @@ -675,6 +665,16 @@ "weight": 15, "contribution": 7.47, "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 40.32, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 12.1, + "sourceRef": "axes.채무상환능력" } ], "claims": [ @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,12 +718,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -761,14 +761,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/078600/axes/채무상환능력", "status": "derived", - "detail": "위험점수 72.47, 가중치 25%" + "detail": "위험점수 40.32, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/078600/axes/자본구조", "status": "derived", - "detail": "위험점수 42.70, 가중치 20%" + "detail": "위험점수 33.59, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -812,15 +812,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 46.29, + "grade": "dCR-BB+", + "score": 39.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 47.58, + "grade": "dCR-BB+", + "score": 40.82, "assumptions": { "scenarioStress": "moderate" } @@ -834,8 +834,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -848,49 +848,49 @@ "gradeHistory": [ { "period": "2026", - "score": 38.53, - "grade": "BB", - "pdEstimate": 1.5 + "score": 43.45, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2025", - "score": 60.26, - "grade": "B", - "pdEstimate": 7.0 + "score": 51.47, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2024", - "score": 48.07, - "grade": "B+", - "pdEstimate": 4.0 + "score": 39.47, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2023", - "score": 68.15, + "score": 66.75, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2022", - "score": 56.77, - "grade": "B", - "pdEstimate": 7.0 + "score": 50.77, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2021", - "score": 40.42, - "grade": "BB", - "pdEstimate": 1.5 + "score": 31.8, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2020", - "score": 47.75, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 38.14, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2019", - "score": 53.53, + "score": 53.85, "grade": "B+", "pdEstimate": 4.0 } @@ -903,7 +903,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -911,7 +911,7 @@ ] }, "divergenceExplanation": [ - "채무상환능력 축이 72점으로 등급 하방 압력", + "유동성 축이 50점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "D/EBITDA 10.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078860.json b/landing/lenses/078860.json index 6fe90e399fc335b44b4504d30c3a5e20c559839d..78eb4eb787eb017019799d660593fb5778df9ef4 100644 --- a/landing/lenses/078860.json +++ b/landing/lenses/078860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078890.json b/landing/lenses/078890.json index 0ed2b58ba2d4c3707409815b385f3d69ef1fd06d..51f7ea0568c479b045b95f3e99169980f5a615d3 100644 --- a/landing/lenses/078890.json +++ b/landing/lenses/078890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078930.json b/landing/lenses/078930.json index de507d09b921a5c2008c79ed2df0356453aa0613..7407445b82d53c03ecdf440fdacd513392238805 100644 --- a/landing/lenses/078930.json +++ b/landing/lenses/078930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,12 +1602,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7616ff515cc7", + "target": "078930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.512 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079000.json b/landing/lenses/079000.json index 22d2a3d436c5cd911696ec4d0ccaf68362383212..7946a847c734c17e13e659a7ae36deb979a6b0dc 100644 --- a/landing/lenses/079000.json +++ b/landing/lenses/079000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -959,10 +959,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -972,7 +972,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -981,7 +981,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,10 +1095,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1113,10 +1113,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079160.json b/landing/lenses/079160.json index 13d360c2135e8c3e353aa530969ad1c58c6e1bc6..318d769b82d3a658033ebc2a57a303459032e847 100644 --- a/landing/lenses/079160.json +++ b/landing/lenses/079160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079170.json b/landing/lenses/079170.json index d2c6df10f42540866848bb2bac3b30e0d25268b3..d57d6846453de58f06ab2539f341e0e7d6998c36 100644 --- a/landing/lenses/079170.json +++ b/landing/lenses/079170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,6 +622,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "079170", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-08-23" + }, + "period": "2023", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A+", + "summary": "dCR 위험점수 10.91, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 2.19, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.33, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 31.38, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.14, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 31.26, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.69, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/079170/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/079170/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/079170/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/079170/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079170/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 19.75, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079170/axes/자본구조", + "status": "derived", + "detail": "위험점수 2.19, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079170/axes/유동성", + "status": "derived", + "detail": "위험점수 31.26, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079170/axes/현금흐름", + "status": "derived", + "detail": "위험점수 5.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079170/axes/사업안정성", + "status": "derived", + "detail": "위험점수 31.38, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/079170/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A+", + "score": 10.91, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A+", + "score": 12.47, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 1.22, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 0.95, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 2.04, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 16.75, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2022", + "score": 7.04, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2021", + "score": 22.91, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2020", + "score": 0.29, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 0.39, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-1", + "pdEstimate": 0.04, + "notchAdjustment": null, + "divergenceExplanation": [ + "사업안정성 축이 31점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -632,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -744,6 +1048,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "079170", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -754,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -773,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -800,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -818,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -832,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -840,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -856,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -872,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1053,7 +1497,8 @@ } }, "statusCounts": { - "partial": 2, + "partial": 3, + "usable": 1, "blocked": 1 }, "gaps": [ @@ -1065,9 +1510,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=SourceUnavailableError, yahooChart=SourceUnavailableError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.position", @@ -1126,9 +1573,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -1188,7 +1651,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079190.json b/landing/lenses/079190.json index 8adee5a50ea4910b35eb4e5baf987bb8ee11cdeb..ea4ff2a9cdb36e0fd152b1521a611bf445dfb59e 100644 --- a/landing/lenses/079190.json +++ b/landing/lenses/079190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079370.json b/landing/lenses/079370.json index 3f3d880ced49b8ac8a5ede6db41053d2573e1b58..7d84a10941a034df71220fbb7ffa3882fd71b40d 100644 --- a/landing/lenses/079370.json +++ b/landing/lenses/079370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079430.json b/landing/lenses/079430.json index 1015bc043e26da99f0f4ba198fb00107aacf4b7e..8abc7650ea8bef364261f09aa51bf5a7fb6c2c80 100644 --- a/landing/lenses/079430.json +++ b/landing/lenses/079430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079550.json b/landing/lenses/079550.json index 7f5e4f4bb573f08afb94d54e27825b7e12fff968..ae2768d14fa14911faa67df512e03c08781768d1 100644 --- a/landing/lenses/079550.json +++ b/landing/lenses/079550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.66, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.37, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,14 +651,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 36.02, + "id": "axis.자본구조", + "label": "자본구조", + "value": 20.54, "unit": "riskScore", "direction": "positive", - "weight": 10, - "contribution": 3.6, - "sourceRef": "axes.사업안정성" + "weight": 20, + "contribution": 4.11, + "sourceRef": "axes.자본구조" }, { "id": "axis.유동성", @@ -684,12 +684,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/079550/axes/채무상환능력", "status": "derived", - "detail": "위험점수 38.85, 가중치 25%" + "detail": "위험점수 33.97, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/079550/axes/자본구조", "status": "derived", - "detail": "위험점수 36.19, 가중치 20%" + "detail": "위험점수 20.54, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.66, + "grade": "dCR-BB+", + "score": 35.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.79, + "grade": "dCR-BB+", + "score": 36.74, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 55.91, - "grade": "B", - "pdEstimate": 7.0 + "score": 39.03, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2025", - "score": 47.02, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 37.48, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2024", - "score": 33.98, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 24.73, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2023", - "score": 19.05, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 12.03, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2022", - "score": 22.59, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 15.62, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2021", - "score": 34.65, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 24.18, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2020", - "score": 43.92, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 32.75, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2019", - "score": 57.36, - "grade": "B", - "pdEstimate": 7.0 + "score": 48.72, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3ea460e6d503", + "target": "079550", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079650.json b/landing/lenses/079650.json index 28d7d43077833e4fd5ca925c94bc01ffcb0ea8b1..8e1c8976f77e73f0a4fef638c59987f93e7c598c 100644 --- a/landing/lenses/079650.json +++ b/landing/lenses/079650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079810.json b/landing/lenses/079810.json index 2c8aba67cb372af3b6e30fe53609f4c6c540ba90..bafc392644ad9bea24b19e55734c7c21c01afdfe 100644 --- a/landing/lenses/079810.json +++ b/landing/lenses/079810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079900.json b/landing/lenses/079900.json index 1c68027be9120fbd5c11f7c6dd4af7dc0e5163de..65a72376c6bd554a698955c8ee690c7f62c434a9 100644 --- a/landing/lenses/079900.json +++ b/landing/lenses/079900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -700,19 +700,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -858,7 +858,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079940.json b/landing/lenses/079940.json index 020190849acdf8abd76633909b9df4b16c9a1dd0..f4bb5f49f296f702f7ad5af4e12365699363425b 100644 --- a/landing/lenses/079940.json +++ b/landing/lenses/079940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079950.json b/landing/lenses/079950.json index 30b7c84cc400f4ed191c151240df3fad03f2eae2..4733dbb8a1663a7b858231a9d3c9ad9c4f0935c8 100644 --- a/landing/lenses/079950.json +++ b/landing/lenses/079950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 113.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 122.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.05, + "score": -0.055, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079960.json b/landing/lenses/079960.json index d963c66eb8663c7d474134fb46f43c97f53206bf..a8429794b214267b25f8d960c1a8050592c51f7b 100644 --- a/landing/lenses/079960.json +++ b/landing/lenses/079960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5a0898cf5995", + "target": "079960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.796 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079970.json b/landing/lenses/079970.json index eaa3afb753a7503ad6b663763b48aa0b591c6fbf..e2dfb49ee3edf0b58e82999e87712767cab46193 100644 --- a/landing/lenses/079970.json +++ b/landing/lenses/079970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079980.json b/landing/lenses/079980.json index ece0389c869e93c00282555775d758dbea865c1e..01af9cfdfd7069541251cf963227c327dff398cf 100644 --- a/landing/lenses/079980.json +++ b/landing/lenses/079980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 15.90%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c6815c744a7b", + "target": "079980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.373 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080010.json b/landing/lenses/080010.json index 33dbe7d1d73ef08ba0c8e7b0813598bb263d3a21..7a9a27a3945ee1de685a757e98d345b622d6d417 100644 --- a/landing/lenses/080010.json +++ b/landing/lenses/080010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080160.json b/landing/lenses/080160.json index 45363b2638706ee082430031a9b5481a5258edcf..88a9873c745c9bff4327038f8c8501f93e84eebd 100644 --- a/landing/lenses/080160.json +++ b/landing/lenses/080160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1667,12 +1667,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8279ddd857c7", + "target": "080160", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.45 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080220.json b/landing/lenses/080220.json index 347638238bef768a238035da118a350a20cc4acb..7e3d72ae881e3a803f6c4b80282f1c9f53a99d75 100644 --- a/landing/lenses/080220.json +++ b/landing/lenses/080220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,12 +1556,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:12495e8981f5", + "target": "080220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080420.json b/landing/lenses/080420.json index c5074fdf8b0a138d266696979e15b2988261b5dc..07685eb564182345e53d6c94211f7e8f37250c09 100644 --- a/landing/lenses/080420.json +++ b/landing/lenses/080420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080470.json b/landing/lenses/080470.json index 47a56d0a81f8fc576ee283f055e5d911bb05312b..4aa5d4f429d854d387b01936bf2d84f9cf283c39 100644 --- a/landing/lenses/080470.json +++ b/landing/lenses/080470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0bf176111996", + "target": "080470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080520.json b/landing/lenses/080520.json index fd4e45cfa3ac43e369ea01ab7807f76581f85228..9defdb1a12cc82e5b78a4a682a6b42666ab86485 100644 --- a/landing/lenses/080520.json +++ b/landing/lenses/080520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -695,7 +695,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/080520/axes/자본구조", "status": "derived", - "detail": "위험점수 0.14, 가중치 20%" + "detail": "위험점수 0.20, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -771,49 +771,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.41, + "score": 0.62, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 31.76, + "score": 31.8, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2024", - "score": 23.9, + "score": 23.98, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2023", - "score": 23.95, + "score": 24.05, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2022", - "score": 23.91, + "score": 24.0, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2021", - "score": 0.18, + "score": 0.28, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.1, + "score": 0.16, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 0.1, + "score": 0.15, "grade": "AAA", "pdEstimate": 0.0 } @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1d2948f72d4d", - "target": "080520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.349 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080530.json b/landing/lenses/080530.json index f32b452512a0437e01e059994de2ba730fc86e26..4934083cf39e32beae50a3da52de89ce7c54f850 100644 --- a/landing/lenses/080530.json +++ b/landing/lenses/080530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.19, + "grade": "dCR-A-", + "score": 17.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.01, + "score": 18.01, "assumptions": { "scenarioStress": "moderate" } @@ -848,11 +848,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -920,10 +915,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1065,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1111,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1264,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080580.json b/landing/lenses/080580.json index 15969e1767cfdfa73b1ae8d3873612874f10529b..26410eb856b59ba15b549ca01ac9650386d43821 100644 --- a/landing/lenses/080580.json +++ b/landing/lenses/080580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080720.json b/landing/lenses/080720.json index b18d0373ca4585c42054501ac00c694a28f99071..a1a9c1484021bd7c0ef1f6b8437cbe843be79715 100644 --- a/landing/lenses/080720.json +++ b/landing/lenses/080720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081000.json b/landing/lenses/081000.json index 8fa237337b5de2248cf633ee3bcb03f5a9721bc1..97978e12cc2907fa14b9a352e84614acabc9646f 100644 --- a/landing/lenses/081000.json +++ b/landing/lenses/081000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1501,88 +1501,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3f655bf0a438", - "target": "081000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.463 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/081150.json b/landing/lenses/081150.json index 75e5931c0a0062db31d2a4015083c87ae8b584ce..14040532189f95d5adfcd71728eef079e3d379ea 100644 --- a/landing/lenses/081150.json +++ b/landing/lenses/081150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 46점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081180.json b/landing/lenses/081180.json index b040a3f15d696478e8bf3ffccbed49c6a89f7c8f..0b5deb3bdba2d80afa15aa7a8357d47d916c27b6 100644 --- a/landing/lenses/081180.json +++ b/landing/lenses/081180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -451,14 +451,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -568,6 +568,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "081180", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -578,10 +718,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -597,10 +737,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -620,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -628,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -714,7 +854,7 @@ } }, "statusCounts": { - "partial": 2, + "partial": 3, "blocked": 1, "usable": 1 }, @@ -832,9 +972,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -852,7 +1008,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/081580.json b/landing/lenses/081580.json index 350109a01122692931178701356f67f4aef812eb..009fc0bde22cf23f8099bb426f3833365e89760e 100644 --- a/landing/lenses/081580.json +++ b/landing/lenses/081580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 16.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.15, + "grade": "dCR-A-", + "score": 16.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.07, + "score": 17.5, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,10 +907,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1090,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8bd95bbcfa07", + "target": "081580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.345 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/081660.json b/landing/lenses/081660.json index e95dda645a64d258f787378c552c28f6ebded850..3e83bc4b0a63c163edd2b12a3b0580c48eea4bb9 100644 --- a/landing/lenses/081660.json +++ b/landing/lenses/081660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081970.json b/landing/lenses/081970.json index 2ca883b1439ee4396e9a190321db06fa80ab9dd7..b0497141fca670058974ebef48db381e780a1d4b 100644 --- a/landing/lenses/081970.json +++ b/landing/lenses/081970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,22 +263,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.84, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 0.17, "sourceRef": "axes.자본구조" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/081970/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/081970/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -953,6 +937,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/082210.json b/landing/lenses/082210.json index 06087f00d3eb9d1d4b070f748bdc72f202bb20fb..8c2237e0892077e8aaf1c08d99683b23fc81e618 100644 --- a/landing/lenses/082210.json +++ b/landing/lenses/082210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,15 +1084,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.45, + "score": -0.455, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082270.json b/landing/lenses/082270.json index 3e90ff95eda75c45e81d6e887aaee2b7079be797..55cbad010fc4bc8c7bc6fb1c63fefc7a8d2d385b 100644 --- a/landing/lenses/082270.json +++ b/landing/lenses/082270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082640.json b/landing/lenses/082640.json index 55b46c82057537e026781a5d5345f6cf50a54d59..14b5da8e4fcd1dc26282733b58ea6f69975d291d 100644 --- a/landing/lenses/082640.json +++ b/landing/lenses/082640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,7 +668,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -690,7 +690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", diff --git a/landing/lenses/082660.json b/landing/lenses/082660.json index faeefd1f17d8de80f28b1e9546914624eaf05189..d9e179c0e13bc31467a4983a0066d9f2b58f3357 100644 --- a/landing/lenses/082660.json +++ b/landing/lenses/082660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -926,7 +926,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1053,10 +1053,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082740.json b/landing/lenses/082740.json index 4d94d05ece1eff8b9601564265edabad57f7c212..bf43bda97ece7f8121ad4dd281c57326a2b66d78 100644 --- a/landing/lenses/082740.json +++ b/landing/lenses/082740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -930,7 +930,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1069,19 +1069,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082800.json b/landing/lenses/082800.json index 6d7a0f323402ab8e1027b03252b47f33174c3648..0ebd3725e71425a369d23f6921e1a5f91520772f 100644 --- a/landing/lenses/082800.json +++ b/landing/lenses/082800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 28.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 27.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.555, + "score": -0.56, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/082850.json b/landing/lenses/082850.json index 5aa35e8211afafa8dda487d65040e0d0f77a2ae5..d976bb7ddf0c88b49ea2fd745c4de0b2f0f8d874 100644 --- a/landing/lenses/082850.json +++ b/landing/lenses/082850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 51.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082920.json b/landing/lenses/082920.json index b0ee368e56028096736aece6efcedd6e7f5c2228..07ae5029571d27af072aa2f4ef161eef0b23a57f 100644 --- a/landing/lenses/082920.json +++ b/landing/lenses/082920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1537,12 +1537,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b03a5644bb26", + "target": "082920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083310.json b/landing/lenses/083310.json index 9b7c867124b2066d762de5c99c73425d8425e3f9..32af5f9e7281caa575656674a4fdefeca2a51b8c 100644 --- a/landing/lenses/083310.json +++ b/landing/lenses/083310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083420.json b/landing/lenses/083420.json index 0710948566eef43b277946998ad5c299f02140de..09ca6132a51b131e21ebcefcf7b5b8d70d28168a 100644 --- a/landing/lenses/083420.json +++ b/landing/lenses/083420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083450.json b/landing/lenses/083450.json index 97505bfc3ee2af95721d754f55e95508051b726b..a4748f35e87b7e2f62206c8c0360b2032a1bf0cd 100644 --- a/landing/lenses/083450.json +++ b/landing/lenses/083450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.09, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.22, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 8.09, + "grade": "dCR-A+", + "score": 10.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.35, + "grade": "dCR-A+", + "score": 10.51, "assumptions": { "scenarioStress": "moderate" } @@ -907,8 +907,14 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.03, - "notchAdjustment": null, + "pdEstimate": 0.04, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "캡티브금융 별도 D/EBITDA 0.0x (양호)" + ], + "monotonicGate": "A+" + }, "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", @@ -926,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,12 +1602,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7c3c090efdc4", + "target": "083450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.497 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083470.json b/landing/lenses/083470.json index a1ae637965905b9b71803c37968d41e99b4c58d8..c30a605b3e3569f57a030774c39e80c45030eb07 100644 --- a/landing/lenses/083470.json +++ b/landing/lenses/083470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083500.json b/landing/lenses/083500.json index a6ff6af4029f21abaf2fbec21b4a8e917f49a495..c5e603294fe26e62911d18a9157f9c109126b829 100644 --- a/landing/lenses/083500.json +++ b/landing/lenses/083500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.42, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.42, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.42, + "score": 7.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.15, + "grade": "dCR-AA-", + "score": 8.15, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -922,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:651ef1eedc41", + "target": "083500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.692 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083550.json b/landing/lenses/083550.json index 45492eba037e3d5639ad021915b52c401fec1b0d..20182583953603578c3038105d284f0857845c1e 100644 --- a/landing/lenses/083550.json +++ b/landing/lenses/083550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083640.json b/landing/lenses/083640.json index 60612a01a4f5945688545e59fcc21abaaa24f401..2e0779f8af3d5195b0d118a97b107fe10c940b8d 100644 --- a/landing/lenses/083640.json +++ b/landing/lenses/083640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083650.json b/landing/lenses/083650.json index f99a177d318b1e178d83343e572c887e88bfa27a..faf55cb8608f4bbfcdbe01a10fa36158cb2fd214 100644 --- a/landing/lenses/083650.json +++ b/landing/lenses/083650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083660.json b/landing/lenses/083660.json index 2d04d4440f7c5118f5d7c178d66f2255a37cb055..9eb7498efcb134733ff3a71ba9294cdf98abcb44 100644 --- a/landing/lenses/083660.json +++ b/landing/lenses/083660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 94.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-10", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083790.json b/landing/lenses/083790.json index 067391b3651a635d23626eb4507c7ea09e562e72..5ed6fa305af664125ae4f92f284a9845af6d0caa 100644 --- a/landing/lenses/083790.json +++ b/landing/lenses/083790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083930.json b/landing/lenses/083930.json index ca4609cc7b8f9919faa3cbd2bc9fac138452884d..7062e6cd417c9b0d5fe0d88c327d213cccef6b8b 100644 --- a/landing/lenses/083930.json +++ b/landing/lenses/083930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084010.json b/landing/lenses/084010.json index 46cbb1bf456a948fd39d0df4f325fb74b192597a..26f38d8f693ab2eaea48f35e583641888d608eb7 100644 --- a/landing/lenses/084010.json +++ b/landing/lenses/084010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bec6996f2404", - "target": "084010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.711 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084110.json b/landing/lenses/084110.json index 46fd675cc46c500f3c59b5483195474a4ec77554..e3b2d9645b9bab77227ab9befbe6a1c8051b135f 100644 --- a/landing/lenses/084110.json +++ b/landing/lenses/084110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,6 +610,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "084110", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A-", + "summary": "dCR 위험점수 16.97, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 7.86, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 1.57, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 25.21, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 3.78, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 18.73, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 4.68, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/084110/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/084110/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/084110/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/084110/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084110/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 18.73, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084110/axes/자본구조", + "status": "derived", + "detail": "위험점수 7.86, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084110/axes/유동성", + "status": "derived", + "detail": "위험점수 25.21, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084110/axes/현금흐름", + "status": "derived", + "detail": "위험점수 12.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084110/axes/사업안정성", + "status": "derived", + "detail": "위험점수 17.53, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/084110/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A-", + "score": 16.97, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A-", + "score": 18.33, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 6.81, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2025", + "score": 14.49, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2024", + "score": 11.49, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2023", + "score": 10.95, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2022", + "score": 17.29, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2021", + "score": 15.93, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2020", + "score": 5.4, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2019", + "score": 3.77, + "grade": "AA+", + "pdEstimate": 0.01 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.08, + "notchAdjustment": null, + "divergenceExplanation": [ + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.43%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -737,6 +1041,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "084110", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.031, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.07, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.031 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -766,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,7 +1376,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -903,9 +1387,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=SourceUnavailableError, fmp=SourceUnavailableError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1436,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -969,8 +1457,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084180.json b/landing/lenses/084180.json index cd01a0004be6388ed4b886c5744fc987fb11d861..8361dd6dacdb78b62c2229c351d9721abb074193 100644 --- a/landing/lenses/084180.json +++ b/landing/lenses/084180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ }, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.00%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084370.json b/landing/lenses/084370.json index 355a3ba89e9e422e5e863a2b5b3471485a74dead..795d76220ef48b3109240b6f1da230ae540b3eb6 100644 --- a/landing/lenses/084370.json +++ b/landing/lenses/084370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084440.json b/landing/lenses/084440.json index 8db4da9f26eea06848cbe91ebfa0a6d6a6414b94..2bf1213b25b4aacd86e6a87a5924765282b8fbc2 100644 --- a/landing/lenses/084440.json +++ b/landing/lenses/084440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084650.json b/landing/lenses/084650.json index c28f9056f12d790f1a75934f504bbe5f1a946f06..3768a537a79636a95646d9f249805f6b33e4a68e 100644 --- a/landing/lenses/084650.json +++ b/landing/lenses/084650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084670.json b/landing/lenses/084670.json index 629dd141be71403e54a6227244bf8274a898a19d..41b12d102d8be7b256d3f023453782569980d65a 100644 --- a/landing/lenses/084670.json +++ b/landing/lenses/084670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4b9913e2a5a8", + "target": "084670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084680.json b/landing/lenses/084680.json index f6a0e7de095bec4f5097833e612d091a54083e14..695d6fb0134455638c8c1f042806a7cd3ac77cac 100644 --- a/landing/lenses/084680.json +++ b/landing/lenses/084680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,7 +841,7 @@ }, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084690.json b/landing/lenses/084690.json index 393bb9cf66c3647954bf0c6beca5be0b91eeb201..0060496049805a87a2e962c44c33d571bee13cf1 100644 --- a/landing/lenses/084690.json +++ b/landing/lenses/084690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084730.json b/landing/lenses/084730.json index 12cec75a95574c8e65b3ede60b3e4ebd30ff4eba..b1c74ca2dc2a639d6ebe9df50cb5dc909ea172ed 100644 --- a/landing/lenses/084730.json +++ b/landing/lenses/084730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084850.json b/landing/lenses/084850.json index a87d13f1acbf01c7eacf5bb9fcb11acea37312c2..8a8afcf74c3c7001d8d24b81defc852990436c2d 100644 --- a/landing/lenses/084850.json +++ b/landing/lenses/084850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -881,7 +881,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 682.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 689.58%). 최근 주가 하락이 반영된 결과", "D/EBITDA 44.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084870.json b/landing/lenses/084870.json index a39e4b5a99bf48ea042f010276e38f770d8737b6..b3a920edb139985c24b6cc79047241e8f8b75e97 100644 --- a/landing/lenses/084870.json +++ b/landing/lenses/084870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084990.json b/landing/lenses/084990.json index 1ac8014d74cfa494de5277021fb5f4b8215b1acb..47a0f5f3def90784fa3f92fdbe742dbafddf3ef0 100644 --- a/landing/lenses/084990.json +++ b/landing/lenses/084990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1343,7 +1343,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1361,15 +1361,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/085310.json b/landing/lenses/085310.json index 12f9397b29503da470e8c2c37cc81b2aab54d676..f837edaff390db47dc7e1baed6a85c7e06cf6f95 100644 --- a/landing/lenses/085310.json +++ b/landing/lenses/085310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085620.json b/landing/lenses/085620.json index 8015ce6ee2e7432cf02650f32cda93b756f5c148..46e206854101a9aa5b1dffff31fa8480824156bc 100644 --- a/landing/lenses/085620.json +++ b/landing/lenses/085620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085660.json b/landing/lenses/085660.json index 59d94abdacc89ca35987ccc000dc985a72f0d855..988683b1503ed732a2198037ea538fa69679640c 100644 --- a/landing/lenses/085660.json +++ b/landing/lenses/085660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085670.json b/landing/lenses/085670.json index b96eeb6f11914dbb4405633b99c1cb6b267add6e..337ade22806e3133cda5ae33e5df14ab7cd82089 100644 --- a/landing/lenses/085670.json +++ b/landing/lenses/085670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085810.json b/landing/lenses/085810.json index c5faea3409a159b0cab62f3b65605e1c0f1a5a6c..f21ad857fc7eed1cca67a14ebb62db557d19800c 100644 --- a/landing/lenses/085810.json +++ b/landing/lenses/085810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -152,7 +152,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -388,13 +388,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -606,14 +606,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -766,7 +766,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -779,7 +779,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -799,8 +799,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,8 +821,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -832,7 +832,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -857,7 +857,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -932,10 +932,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +963,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085910.json b/landing/lenses/085910.json index 3e10e23a19be20ec6fe54d6d87aa31113ececd3a..e98bb66c65460c226bc145e35a507c4e99d20dbc 100644 --- a/landing/lenses/085910.json +++ b/landing/lenses/085910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086040.json b/landing/lenses/086040.json index 2c5df537e203f746113e302c7b8361af86d94b8e..45805bbdcfadccda8ff3d7f4178c343d2e558c1c 100644 --- a/landing/lenses/086040.json +++ b/landing/lenses/086040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 23.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 20.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086060.json b/landing/lenses/086060.json index a2a0a218ded8e2717501ccc213479187e7eb8d92..2e667c178b70668ecc5c6e7f4a7f7fe57c1a688f 100644 --- a/landing/lenses/086060.json +++ b/landing/lenses/086060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086220.json b/landing/lenses/086220.json index 7fe7466c6e84b7c25062551c94fde9e50f174621..a7d07a4d833e924546001ca643b4bb1b562dedb5 100644 --- a/landing/lenses/086220.json +++ b/landing/lenses/086220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -46,10 +46,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086280.json b/landing/lenses/086280.json index 23ce73eeb4e5770187d3d91a2f7a786389b2945d..cdbda0ec38eca8d31efe06b89e96d6087202340a 100644 --- a/landing/lenses/086280.json +++ b/landing/lenses/086280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1550,12 +1550,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0a80b03c7122", + "target": "086280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.67 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086390.json b/landing/lenses/086390.json index 6c745e4d7ed0705d5720d8006fe8c6d3ab65416d..fc3e009087729cdc624b022ca055980a7a8129b4 100644 --- a/landing/lenses/086390.json +++ b/landing/lenses/086390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086450.json b/landing/lenses/086450.json index 7fce3989efc63427e95e687474061c511d88f716..3f8190559c4c9900c0d271918d3a52ae384aa0ff 100644 --- a/landing/lenses/086450.json +++ b/landing/lenses/086450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f250628e11ac", + "target": "086450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086520.json b/landing/lenses/086520.json index 5c60e2ff539980839096ed90441882cc266b7f49..952d94ac08f1710678c83b8be552c4662c00dd9c 100644 --- a/landing/lenses/086520.json +++ b/landing/lenses/086520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,6 +610,324 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "086520", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A-", + "summary": "dCR 위험점수 31.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 6.97, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 1.05, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 61.02, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.15, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 45.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 4.5, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/086520/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/086520/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/086520/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/086520/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086520/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 20.47, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086520/axes/자본구조", + "status": "derived", + "detail": "위험점수 6.97, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086520/axes/유동성", + "status": "derived", + "detail": "위험점수 42.14, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086520/axes/현금흐름", + "status": "derived", + "detail": "위험점수 61.02, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086520/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/086520/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A-", + "score": 31.96, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB+", + "score": 32.58, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 25.01, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2025", + "score": 40.31, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2024", + "score": 34.89, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2023", + "score": 39.77, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2022", + "score": 33.69, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2021", + "score": 37.91, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2020", + "score": 20.83, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2019", + "score": 23.25, + "grade": "BBB", + "pdEstimate": 0.25 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.08, + "notchAdjustment": { + "totalNotch": 3, + "reasons": [ + "캡티브금융 별도 D/EBITDA 0.0x (양호)", + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "현금흐름 축이 61점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -737,6 +1055,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "086520", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.045, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.18, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.045 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -766,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -784,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -802,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -816,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -824,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -832,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -848,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1011,7 +1509,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -1022,9 +1521,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1069,9 +1570,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1109,8 +1612,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086670.json b/landing/lenses/086670.json index cc1e5319a00ae0d228892f244e04360d1d1e185a..fc7c723b52057dee4d839d84a5a6d87c0526d107 100644 --- a/landing/lenses/086670.json +++ b/landing/lenses/086670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,8 +1461,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086710.json b/landing/lenses/086710.json index 8e50f4f068b0a32277d7f0893450ac8e0c2c76d2..da94d872ca999e2e6e66b791e489413900f652cd 100644 --- a/landing/lenses/086710.json +++ b/landing/lenses/086710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1038,7 +1038,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086790.json b/landing/lenses/086790.json index f0e764e8d94012b944d3f0b7c422d2e4a076ed6e..92a7506383c359ba83fdff51533cabd335536088 100644 --- a/landing/lenses/086790.json +++ b/landing/lenses/086790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -340,14 +340,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -467,10 +467,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -499,8 +499,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -519,8 +519,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086820.json b/landing/lenses/086820.json index 3ca3f3a07d115e6be14b7cf0a0aa8b2fc17380c0..2db1c003fbc94c522fbb99bec5da50afe8207240 100644 --- a/landing/lenses/086820.json +++ b/landing/lenses/086820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -532,18 +532,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 25.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 28.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,12 +633,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 건강관리 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,15 +727,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 25.78, + "grade": "dCR-BBB+", + "score": 28.03, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 26.6, + "grade": "dCR-BBB+", + "score": 28.85, "assumptions": { "scenarioStress": "moderate" } @@ -818,7 +818,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -827,6 +827,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.21%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -842,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -988,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1001,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1021,8 +1022,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1041,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1128,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086890.json b/landing/lenses/086890.json index 8ce031d40b9843aa9a0920934e2e2c7dd41ed397..3a2b3237ff0d672d96b1927d9146c6727cd2d64a 100644 --- a/landing/lenses/086890.json +++ b/landing/lenses/086890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1126,10 +1126,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1145,10 +1145,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086900.json b/landing/lenses/086900.json index dced65e97b7047f7c90cb4e229584c8c8a15b93c..376452470385db74ededa04eaf1223728eb2195b 100644 --- a/landing/lenses/086900.json +++ b/landing/lenses/086900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.95, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.88, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.95, + "grade": "dCR-BBB+", + "score": 20.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.91, + "grade": "dCR-BBB", + "score": 22.01, "assumptions": { "scenarioStress": "moderate" } @@ -841,7 +841,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -910,11 +910,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086960.json b/landing/lenses/086960.json index 3563f616ce1e9f8b80f71a3a34bf016b56cc55ff..f4733577ccd23890e171c7b1ec2faab79508f35c 100644 --- a/landing/lenses/086960.json +++ b/landing/lenses/086960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086980.json b/landing/lenses/086980.json index f4109883702eada423d96b9d0a36a63e00fa5993..5abb1ceeafb7c0ce599e0e2438d45737f67db8f6 100644 --- a/landing/lenses/086980.json +++ b/landing/lenses/086980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087010.json b/landing/lenses/087010.json index 0a377a0b920fde7e72c3be7614ff5fa8bdfad942..bba0e50ab029cca247764914a37ba556600df490 100644 --- a/landing/lenses/087010.json +++ b/landing/lenses/087010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087260.json b/landing/lenses/087260.json index e72c0a364adfea88d21828df53c73fd7ef1b0635..b200c380c51681d5f40675751259c4c656b08203 100644 --- a/landing/lenses/087260.json +++ b/landing/lenses/087260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.34, + "score": -0.345, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087600.json b/landing/lenses/087600.json index 06f13e0d703fb0471065c0b4b8521e695494273b..4c8ade8f6bf1ffeb2ef29b7bcf586b1c8cc04c8e 100644 --- a/landing/lenses/087600.json +++ b/landing/lenses/087600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088130.json b/landing/lenses/088130.json index 306854ddab497e8ed4d2ea2eb8a919c37a416e7c..44b0329efd2940f2f5a30a53250989b0a28d2ddf 100644 --- a/landing/lenses/088130.json +++ b/landing/lenses/088130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088260.json b/landing/lenses/088260.json index c22e1ff9375a5958b658fc8249bd875a820f51e1..20024e085944af9612f0f12dc98739809f705574 100644 --- a/landing/lenses/088260.json +++ b/landing/lenses/088260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -406,7 +406,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -426,8 +426,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -447,8 +447,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -475,7 +475,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -537,10 +537,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -583,10 +583,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -601,10 +601,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -655,7 +655,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088280.json b/landing/lenses/088280.json index 05eb5331f72839cc9f64670bc436c2b459648028..2a6ccbe98b60cd9f177955982fd4ada875ab3ec6 100644 --- a/landing/lenses/088280.json +++ b/landing/lenses/088280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088290.json b/landing/lenses/088290.json index e7612097d3ff34d3a8550cf47c804ae34e92b470..7837533ac6e85c63394259f6734833788df83a56 100644 --- a/landing/lenses/088290.json +++ b/landing/lenses/088290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 7.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088340.json b/landing/lenses/088340.json index b1d27a8bfcf8624539e044ff73f3a0a67188a649..38f0c22f9fba2b66d5a014481bf4e584f2e1b780 100644 --- a/landing/lenses/088340.json +++ b/landing/lenses/088340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -554,7 +554,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 27.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 29.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -696,19 +696,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088350.json b/landing/lenses/088350.json index cfe95cec634b18a4a73e522b499d0bad060506c3..fef23178da5f0bb93b8267b72796dbdbf139611d 100644 --- a/landing/lenses/088350.json +++ b/landing/lenses/088350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -360,13 +360,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -822,13 +822,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,10 +896,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -914,10 +914,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -968,7 +968,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088390.json b/landing/lenses/088390.json index 4c8f9ef4bb6eeab2ef92f7e55df3ee50b54fece4..6c5d3e2431f66d9fa11ffc698eb001b56145d317 100644 --- a/landing/lenses/088390.json +++ b/landing/lenses/088390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 산업재 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,10 +1302,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1356,7 +1356,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088790.json b/landing/lenses/088790.json index 5cb026b5ccef8788e26b6c32cce380bc696212ac..47fb33c97ead1e9d0eb1919c661d563f6cea4c5a 100644 --- a/landing/lenses/088790.json +++ b/landing/lenses/088790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088800.json b/landing/lenses/088800.json index 64b2cb01115c65f8ceef129e7f34db972720de10..4ffd9df6ff3867dc37da421fd9e25220fb3be192 100644 --- a/landing/lenses/088800.json +++ b/landing/lenses/088800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:46926f5c74ed", + "target": "088800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.461 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088910.json b/landing/lenses/088910.json index 54c12bac7aedcf8c4a611a564588b18126a202bc..a529d8b1eaf9001e67e2f7c714db621674b7e451 100644 --- a/landing/lenses/088910.json +++ b/landing/lenses/088910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,12 +1559,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2076fc888b13", + "target": "088910", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.373 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088980.json b/landing/lenses/088980.json index 0893fcc3e546064d62d4505d130f56210b198dd8..733f34e70b67f3977847660ed9d2efe684681c78 100644 --- a/landing/lenses/088980.json +++ b/landing/lenses/088980.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/089010.json b/landing/lenses/089010.json index 735aeb803b265cadb82e3c1a7f21d64a809dc762..b7a308815fdf341a08c875f8074959edf8f08d1e 100644 --- a/landing/lenses/089010.json +++ b/landing/lenses/089010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089030.json b/landing/lenses/089030.json index b7a240aaef13daa1b466bd140ac8468801773a74..6f01300abb58a9b6baaef14bb103eaaaae9cd44b 100644 --- a/landing/lenses/089030.json +++ b/landing/lenses/089030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,6 +609,313 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "089030", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 14.61, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 2.19, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 43.04, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.46, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 38.57, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 11.57, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/089030/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/089030/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/089030/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 적정 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/089030/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/089030/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 38.57, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/089030/axes/자본구조", + "status": "derived", + "detail": "위험점수 23.06, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/089030/axes/유동성", + "status": "derived", + "detail": "위험점수 14.61, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/089030/axes/현금흐름", + "status": "derived", + "detail": "위험점수 43.04, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/089030/axes/사업안정성", + "status": "derived", + "detail": "위험점수 28.95, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/089030/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB+", + "score": 33.91, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB+", + "score": 34.32, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 37.21, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2025", + "score": 51.27, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2024", + "score": 41.05, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2023", + "score": 51.87, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2022", + "score": 15.35, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2021", + "score": 36.61, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2020", + "score": 16.04, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2019", + "score": 20.22, + "grade": "BBB+", + "pdEstimate": 0.15 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 0.75, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 43점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "D/EBITDA 17.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -619,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -736,6 +1043,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "089030", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.156, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.375, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.156 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -746,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -765,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,7 +1378,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -902,9 +1389,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -949,9 +1438,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -968,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089140.json b/landing/lenses/089140.json index d94559c4d2b8e8beff7b818b4a321291a9f1d3a6..3a9e9dd4984713ffd2dba3824d00842785395f6d 100644 --- a/landing/lenses/089140.json +++ b/landing/lenses/089140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089150.json b/landing/lenses/089150.json index 141099b98d5ffaaaee1285db6ec7180944c1a232..645ebe020845b9a8a2dda21c5ba583f7a3f80e55 100644 --- a/landing/lenses/089150.json +++ b/landing/lenses/089150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089230.json b/landing/lenses/089230.json index 1e40618b4aa2cf877d89688e0bc04675d8946386..1975d411117baed78ce3a34535ac3cb02e24a4a2 100644 --- a/landing/lenses/089230.json +++ b/landing/lenses/089230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1075,14 +1075,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.11, + "score": -0.115, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089470.json b/landing/lenses/089470.json index ac4d9d8d61e374a84b8e5f7f95bb87d5dbe874d4..4d0481afa62595ea0c4036bbec34b4a16345f31e 100644 --- a/landing/lenses/089470.json +++ b/landing/lenses/089470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -616,18 +616,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.39, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 10.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,8 +651,8 @@ "value": 2.0, "unit": "riskScore", "direction": "positive", - "weight": 25, - "contribution": 0.5, + "weight": 30, + "contribution": 0.6, "sourceRef": "axes.채무상환능력" }, { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,12 +717,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -760,14 +760,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/089470/axes/채무상환능력", "status": "derived", - "detail": "위험점수 2.00, 가중치 25%" + "detail": "위험점수 2.00, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/089470/axes/자본구조", "status": "derived", - "detail": "위험점수 4.81, 가중치 20%" + "detail": "위험점수 6.59, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -812,14 +812,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.39, + "score": 10.98, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 13.31, + "score": 13.24, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 13.43, - "grade": "A", - "pdEstimate": 0.06 + "score": 16.48, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2025", - "score": 5.9, + "score": 6.97, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2024", - "score": 22.02, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 18.45, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2023", - "score": 17.0, - "grade": "A-", - "pdEstimate": 0.08 + "score": 13.68, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2022", - "score": 36.71, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 29.31, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2021", - "score": 29.8, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 26.23, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2020", - "score": 11.96, - "grade": "A+", - "pdEstimate": 0.04 + "score": 9.93, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2019", - "score": 16.9, - "grade": "A-", - "pdEstimate": 0.08 + "score": 12.49, + "grade": "A+", + "pdEstimate": 0.04 } ], "coverage": { @@ -910,7 +910,6 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,12 +1594,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:962c812ea70c", + "target": "089470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089590.json b/landing/lenses/089590.json index 40d2100fcd78513b52bd91da0bb7aedbda65459c..ea3b9ea77154d2ffb3561e7a0f617943a1535107 100644 --- a/landing/lenses/089590.json +++ b/landing/lenses/089590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089600.json b/landing/lenses/089600.json index aa607e47000158145f1a7a40d7fbd8621072e969..9b56c87d9e523a6166383c1d00e781a72c8bb85a 100644 --- a/landing/lenses/089600.json +++ b/landing/lenses/089600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089790.json b/landing/lenses/089790.json index 2bbff54618be931f9d6160a8611cc5a4c2f5f4fb..3488a585426b53ef9278bf2d3df5d49df549a6b6 100644 --- a/landing/lenses/089790.json +++ b/landing/lenses/089790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089850.json b/landing/lenses/089850.json index 581ca9a5c0c2c2aa68a5bf444bcf98cf4acd08be..1a5caf74755c4a80c1c5edeaef10a057b21c9051 100644 --- a/landing/lenses/089850.json +++ b/landing/lenses/089850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ec28c158d74d", - "target": "089850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.506 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089860.json b/landing/lenses/089860.json index f0b65d5460c2ec20a92334f76ad6250b654c5a1a..e3d2e3df5b407c37cb3dd08c965b498b822fd013 100644 --- a/landing/lenses/089860.json +++ b/landing/lenses/089860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -567,13 +567,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089970.json b/landing/lenses/089970.json index ece626592fccfc8f9561d4655e45df52c38bdd1c..2b47d32ae6463c786f9c096a422954ca994e7794 100644 --- a/landing/lenses/089970.json +++ b/landing/lenses/089970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089980.json b/landing/lenses/089980.json index 0cd542d1a98e1daeadbd95b32ad692edb95a37ad..c00511912d3ec54a64e220122d56ef279768390e 100644 --- a/landing/lenses/089980.json +++ b/landing/lenses/089980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090080.json b/landing/lenses/090080.json index 1a7312959cd8b93a579382faf68c9b124d48e14e..efe414644435693cc63f8d6102089460627e1194 100644 --- a/landing/lenses/090080.json +++ b/landing/lenses/090080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090120.json b/landing/lenses/090120.json index cea6c2e00278e7c5dd3706215a798b4501b246ab..ffffdcb7c1ea698094fbec5dcccfe57c5e26c9a7 100644 --- a/landing/lenses/090120.json +++ b/landing/lenses/090120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090150.json b/landing/lenses/090150.json index 9b361e0df17d4c4cec8cf3ee6212b372518ea446..dd409ca42ddbba036f324eb00f642783b4aceaa3 100644 --- a/landing/lenses/090150.json +++ b/landing/lenses/090150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-07-21", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-21", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-21", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-07-21", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1597,88 +1597,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:723323118ca2", - "target": "090150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.572 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-21", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090350.json b/landing/lenses/090350.json index f53a48f1823061669e73412191a9060a9a61baeb..e03f8ad65bcd9bc89233fcef61bfc29b27e292b0 100644 --- a/landing/lenses/090350.json +++ b/landing/lenses/090350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090360.json b/landing/lenses/090360.json index 57ee07c14d39216b89bb13973138d7f209136532..23c7175b2d9cb2bab4acb7b658b4c7c4674094b1 100644 --- a/landing/lenses/090360.json +++ b/landing/lenses/090360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,88 +1379,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5a1fdaf28705", - "target": "090360", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090370.json b/landing/lenses/090370.json index 9fad975677e6c870e7acbc384fdde7a00d1de87a..71cb24235cd29624456ddbda24ef6ee2ce83fe06 100644 --- a/landing/lenses/090370.json +++ b/landing/lenses/090370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,12 +648,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 10.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 10.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090410.json b/landing/lenses/090410.json index a9702b3720f4b44fd62018b560d4f4e57e397966..d43d403d8badb994e56dd6249a4256b84980f362 100644 --- a/landing/lenses/090410.json +++ b/landing/lenses/090410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 646.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-11", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-11", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-11", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090430.json b/landing/lenses/090430.json index 22761086fe6f1549853831fa67801b2d37e13031..433616539ddceee430957151f7e9aaf3b17cc618 100644 --- a/landing/lenses/090430.json +++ b/landing/lenses/090430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090460.json b/landing/lenses/090460.json index c8212c2c4b614595ec1b368975cc2da9363f1642..ede4dbdf41d31d22880417c2e3816b75501197f1 100644 --- a/landing/lenses/090460.json +++ b/landing/lenses/090460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090470.json b/landing/lenses/090470.json index d33f4f4eee4a4520499a95dc8c697d85306727e3..4cd629f10d106a7a34b4e2caea9527df0ab30630 100644 --- a/landing/lenses/090470.json +++ b/landing/lenses/090470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.79, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.04, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.79, + "grade": "dCR-BB", + "score": 39.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.24, + "score": 39.49, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090710.json b/landing/lenses/090710.json index ca4c0aa1c255d0fe0bbc14f0df8ce1f674a8f9c0..1668fa348f0dcdf2d3050ece11df324448bac372 100644 --- a/landing/lenses/090710.json +++ b/landing/lenses/090710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090740.json b/landing/lenses/090740.json index 4c7bbe7580b8cf9bf7b4546598f670fb294dbc6d..406d75f66acba94199670335e44ca7f9880fa24c 100644 --- a/landing/lenses/090740.json +++ b/landing/lenses/090740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -962,6 +962,156 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "090740", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": null, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 61.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.089, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.17, + "direction": "neutral", + "sourceRef": "expectation.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.089 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": null, + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -972,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -991,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1018,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1036,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1050,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1058,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1074,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1090,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1271,7 +1421,7 @@ } }, "statusCounts": { - "partial": 2, + "partial": 3, "blocked": 2 }, "gaps": [ @@ -1360,9 +1510,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -1422,7 +1581,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/090850.json b/landing/lenses/090850.json index 8c38d1f2ab8f4a65abe4802ea7412fd0da5ba9d3..e2459a3f79c0b0f74b08afada1be5086d7659f51 100644 --- a/landing/lenses/090850.json +++ b/landing/lenses/090850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1672,7 +1672,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1694,7 +1694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1712,15 +1712,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/091090.json b/landing/lenses/091090.json index 125bc85c2ed90d1c0593257f2ed39efc09aee108..56de78490558b7ae40746000935bd58e3a413b3b 100644 --- a/landing/lenses/091090.json +++ b/landing/lenses/091090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-24", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-24", "period": "2025", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-24", "period": "2025", "status": "observed", @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091120.json b/landing/lenses/091120.json index bd93b0f51fc96d84ff87646403c3867b6da54c0e..53dfde3ea9ab6aa364566b2d5e555d641b8c2658 100644 --- a/landing/lenses/091120.json +++ b/landing/lenses/091120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 21.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 22.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091340.json b/landing/lenses/091340.json index ed951bc6bbc16812f339d3808c8f7cf2ecf72c06..6f3ade3c95dcd909d621f6c6c2741da210a32962 100644 --- a/landing/lenses/091340.json +++ b/landing/lenses/091340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.81, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.49, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,21 +650,21 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 12.78, + "value": 14.46, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 2.56, + "contribution": 2.89, "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 49.72, + "value": 41.76, "unit": "riskScore", "direction": "negative", "weight": 25, - "contribution": 12.43, + "contribution": 10.44, "sourceRef": "axes.채무상환능력" }, { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,12 +719,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,14 +762,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/091340/axes/채무상환능력", "status": "derived", - "detail": "위험점수 49.72, 가중치 25%" + "detail": "위험점수 41.76, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/091340/axes/자본구조", "status": "derived", - "detail": "위험점수 12.78, 가중치 20%" + "detail": "위험점수 14.46, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.81, + "score": 23.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 27.95, + "grade": "dCR-BBB", + "score": 24.68, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -854,51 +849,51 @@ "gradeHistory": [ { "period": "2026", - "score": 10.33, + "score": 12.96, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2025", - "score": 34.2, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 28.85, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2024", - "score": 32.01, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 25.77, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2023", - "score": 53.38, + "score": 53.39, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 51.68, + "score": 51.64, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2021", - "score": 51.39, - "grade": "B+", - "pdEstimate": 4.0 + "score": 42.25, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2020", - "score": 16.3, + "score": 17.61, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2019", - "score": 16.61, - "grade": "A-", - "pdEstimate": 0.08 + "score": 20.34, + "grade": "BBB+", + "pdEstimate": 0.15 } ], "coverage": { @@ -912,7 +907,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 50점으로 등급 하방 압력", + "채무상환능력 축이 42점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091440.json b/landing/lenses/091440.json index 638fcca9cfc3a7e69d06b3914f58f40fffe1707a..50a20593c84a8bc1d920091fb52f571b93e10c19 100644 --- a/landing/lenses/091440.json +++ b/landing/lenses/091440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 17.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 20.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/091580.json b/landing/lenses/091580.json index d87dcb6312e1cc363104229b22b4bc022640e9d6..a9a82939db0bc4ec80aff9c0d45899881837ff03 100644 --- a/landing/lenses/091580.json +++ b/landing/lenses/091580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091590.json b/landing/lenses/091590.json index 4b9562e6b162ff1bca9f3c139969755c305ba6a3..09a7e4938ff4855a795e7fda8ef59c117b4bd893 100644 --- a/landing/lenses/091590.json +++ b/landing/lenses/091590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091700.json b/landing/lenses/091700.json index fbd8f2352a1feaf7b75297cb2c1b1cece1ff2cdc..9ca86117ffc1763f85aed4d79f1b284ad6c2b24e 100644 --- a/landing/lenses/091700.json +++ b/landing/lenses/091700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091810.json b/landing/lenses/091810.json index 163c375cae179d30d5cbfc94d2970962bcfa4fe6..746ee70ee8427ee2aabfd856bffaadce3cae6eeb 100644 --- a/landing/lenses/091810.json +++ b/landing/lenses/091810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 164.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 167.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091970.json b/landing/lenses/091970.json index dea1f87beb4e6a043431be4277fa8d8623ac2cd4..5132100692d9772463c09055bc65201c80a2cfdf 100644 --- a/landing/lenses/091970.json +++ b/landing/lenses/091970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,15 +1084,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.43, + "score": -0.435, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092040.json b/landing/lenses/092040.json index ca7a19481483cf5865ef0d83fc85739c4b7edb5f..eb4e40bafd0f799571df37fa2b7fcb49ee1e6ccd 100644 --- a/landing/lenses/092040.json +++ b/landing/lenses/092040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 244.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 225.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092070.json b/landing/lenses/092070.json index 8e02342453e005adea9e2b889e1aa40940618bf9..3a77179c2c4b88f014e4885a772a16484dcfc9e4 100644 --- a/landing/lenses/092070.json +++ b/landing/lenses/092070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092130.json b/landing/lenses/092130.json index b7965b6ebff722c49986b1c80edd2133b234c8c7..1e308af57d11d166b1bc143b547dc080e624df63 100644 --- a/landing/lenses/092130.json +++ b/landing/lenses/092130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092190.json b/landing/lenses/092190.json index 1edd5c90103819238738dc6a695fd3f90dca75c4..1d60fe80fcc629057dac0a3313aa2a39dcc6af71 100644 --- a/landing/lenses/092190.json +++ b/landing/lenses/092190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1024,15 +1024,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,12 +1426,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ae04456b21ed", + "target": "092190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.204 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092200.json b/landing/lenses/092200.json index f36354b13d1211c715f84334486aa3739a8bcf4f..3a1a7b00054c39deaf6063d590329617bed328cc 100644 --- a/landing/lenses/092200.json +++ b/landing/lenses/092200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092220.json b/landing/lenses/092220.json index 0b938de41c404dbeb64a1096ef6c8b87c265d388..166170139e58d225234ed67ad43825e3d8be5e5d 100644 --- a/landing/lenses/092220.json +++ b/landing/lenses/092220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092230.json b/landing/lenses/092230.json index 8223a9f8a645fb8e0f3b346183e52d7d4d03c8e0..169aa744da64f0615fb38ab7d6f6f116caf42798 100644 --- a/landing/lenses/092230.json +++ b/landing/lenses/092230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,12 +1600,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:14fe4d49f871", + "target": "092230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.593 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092300.json b/landing/lenses/092300.json index b21d425d8f5e2ce909c1f7cf353bab0dee4fa60f..a91b249b2c4f602f6e8b28914e0f68abbfc63d2a 100644 --- a/landing/lenses/092300.json +++ b/landing/lenses/092300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 17.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,11 +653,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 3.76, + "value": 5.9, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.75, + "contribution": 1.18, "sourceRef": "axes.자본구조" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/092300/axes/채무상환능력", "status": "derived", - "detail": "위험점수 15.55, 가중치 25%" + "detail": "위험점수 15.04, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/092300/axes/자본구조", "status": "derived", - "detail": "위험점수 3.76, 가중치 20%" + "detail": "위험점수 5.90, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 17.04, + "score": 17.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 18.02, + "score": 18.17, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 12.21, - "grade": "A+", - "pdEstimate": 0.04 + "score": 14.47, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 17.93, + "score": 18.45, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2024", - "score": 22.91, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 21.59, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2023", - "score": 19.7, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 18.87, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2022", - "score": 41.86, + "score": 40.9, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2021", - "score": 39.88, - "grade": "BB", - "pdEstimate": 1.5 + "score": 30.91, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2020", - "score": 60.63, + "score": 60.86, "grade": "B", "pdEstimate": 7.0 }, { "period": "2019", - "score": 43.05, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 35.66, + "grade": "BB+", + "pdEstimate": 0.75 } ], "coverage": { @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fc9916e04e33", - "target": "092300", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.405 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092440.json b/landing/lenses/092440.json index a71f325eb27a77ae93d07ec3e24ce652c48f1833..b0561a20befbf7eac3a6cc8f8a763e102694c324 100644 --- a/landing/lenses/092440.json +++ b/landing/lenses/092440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1490,12 +1490,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fc6d05136777", + "target": "092440", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.695 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092460.json b/landing/lenses/092460.json index 742c599138882629ae36ccee98c6756d31863237..8b0b3f9ca1e68996a8e493f7fc2afc4938c66fc9 100644 --- a/landing/lenses/092460.json +++ b/landing/lenses/092460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092600.json b/landing/lenses/092600.json index dcf5dac5b78e71980489f96730f71004ea79a2ab..f7641b8ca34670d6fb19acd99134527119f9641f 100644 --- a/landing/lenses/092600.json +++ b/landing/lenses/092600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1490,7 +1490,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1512,7 +1512,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1530,8 +1530,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092730.json b/landing/lenses/092730.json index 44ae832ec6c5e7c004205c0ad951c3def45ef12c..da797f6d2be9638a4e21966cc635181af1932134 100644 --- a/landing/lenses/092730.json +++ b/landing/lenses/092730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092780.json b/landing/lenses/092780.json index 3c6cbd3853e8e00ae6ff708e636da2a22f27c47c..1381f906e5ffbabff7fdfb2d93c5e19a40804e2d 100644 --- a/landing/lenses/092780.json +++ b/landing/lenses/092780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 14.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 16.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1586,88 +1586,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ba4766c43bd0", - "target": "092780", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092790.json b/landing/lenses/092790.json index 23016299939c58bf1eaaae0af9842b3eac1110dc..ba7cdd1434811ae14c1713ccbf1157dbb1e4a3a9 100644 --- a/landing/lenses/092790.json +++ b/landing/lenses/092790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -540,6 +540,285 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "092790", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A", + "summary": "dCR 위험점수 15.62, 전망 부정적, 유효 축 가중치 85.0%입니다." + }, + "confidence": { + "level": "medium", + "score": 85.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 11.65, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 1.75, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 35.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.25, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 21.81, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 3.27, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/092790/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/092790/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/092790/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 적정 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/092790/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/092790/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 17.39, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/092790/axes/자본구조", + "status": "derived", + "detail": "위험점수 11.65, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/092790/axes/유동성", + "status": "derived", + "detail": "위험점수 21.81, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/092790/axes/현금흐름", + "status": "derived", + "detail": "위험점수 35.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/092790/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.사업안정성", + "status": "missing", + "reason": "사업안정성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.사업안정성" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A", + "score": 15.62, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A-", + "score": 16.45, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 5.43, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2025", + "score": 11.16, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2024", + "score": 1.66, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 5, + "totalAxes": 7, + "validWeight": 85.0, + "totalWeight": 100.0, + "weightCoverage": 85.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.06, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.37%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -550,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -667,6 +946,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "092790", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.614, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.025, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.614 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -677,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -696,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -719,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -822,7 +1281,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -833,9 +1292,18 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.사업안정성", + "status": "missing", + "reason": "사업안정성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.사업안정성", + "engine": "credit" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -880,9 +1348,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -899,8 +1369,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092870.json b/landing/lenses/092870.json index 1a058bc9bc88dc36162eb0559186488da875047d..4d042a48aab57cb3fc05ecd191df3a0fcc2e6d34 100644 --- a/landing/lenses/092870.json +++ b/landing/lenses/092870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093050.json b/landing/lenses/093050.json index 789e8067892fbc2b31c4c36e7de4d8b057f35a26..2c0f50235a1e3678214e2cf0139705510bf0233d 100644 --- a/landing/lenses/093050.json +++ b/landing/lenses/093050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093190.json b/landing/lenses/093190.json index f1496b396b787c5c13765c700c709bde5bee4093..368f75136dbdf4c0e8604c8f1dd777dad964456f 100644 --- a/landing/lenses/093190.json +++ b/landing/lenses/093190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093230.json b/landing/lenses/093230.json index 1c5716e098f9fcd01aeb1d82b7c5fa0df09d0e8e..a25392e0a675ab907bbadd311fa6477e4dda7486 100644 --- a/landing/lenses/093230.json +++ b/landing/lenses/093230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-10", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-10", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-10", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093240.json b/landing/lenses/093240.json index 32e52a2f57496f30ed3f74ac258d9916aea2da9e..c080a415355fe7f7aa3ca57a418095e125aba2f1 100644 --- a/landing/lenses/093240.json +++ b/landing/lenses/093240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -894,7 +894,7 @@ "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1262,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093320.json b/landing/lenses/093320.json index b04c68be5676194153e15aa61db80e88389311ac..3b45a83b98161134d46d5ec6fbfbf2cbcafb1364 100644 --- a/landing/lenses/093320.json +++ b/landing/lenses/093320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.035, + "score": 0.03, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093370.json b/landing/lenses/093370.json index 506f5de332f78237ebb057bcdf419afe487783da..6dbfba04b53651ff91e3abc9fd6be34c249b5ede 100644 --- a/landing/lenses/093370.json +++ b/landing/lenses/093370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093520.json b/landing/lenses/093520.json index f5ffe8a8e0a96016b23f2f2b1b30dd0c44b7ca39..fcbc4c71e0a0ddf60c35193dafc130ee63e99aaa 100644 --- a/landing/lenses/093520.json +++ b/landing/lenses/093520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093640.json b/landing/lenses/093640.json index e3baf761a744ce1507602456e06302448681e848..6c3d8db83ffc1256930df2d7a865f0bf160ec63e 100644 --- a/landing/lenses/093640.json +++ b/landing/lenses/093640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,15 +1597,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/093920.json b/landing/lenses/093920.json index b0c934a4de04ad2ef7d041815bdfe62fa26401bb..6b3956ed6b1537274a008988ee262bd5e7ad8438 100644 --- a/landing/lenses/093920.json +++ b/landing/lenses/093920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4ee67b861e7f", - "target": "093920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094170.json b/landing/lenses/094170.json index 8e531d29c8b4938a2e0c1edc8ac4cc793e529441..dfb9cf0b5bf4a4100085dfb712ec05fb9db316f1 100644 --- a/landing/lenses/094170.json +++ b/landing/lenses/094170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094280.json b/landing/lenses/094280.json index 4a5af159b4789f7b025eeec52898a4260f2b0415..94413f8b16ec8b508f2b027c8c33206c9f24a67a 100644 --- a/landing/lenses/094280.json +++ b/landing/lenses/094280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094360.json b/landing/lenses/094360.json index e48d5c63f041a8dcbdb795829741e95ad0245309..a025534147a39b655f495cf5c05a734afacdbe0b 100644 --- a/landing/lenses/094360.json +++ b/landing/lenses/094360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094480.json b/landing/lenses/094480.json index 8e154887fe174eb80765072a23aee48ef402add3..8776fe8b0f7ac179d19d0d7a1274f8deb03e4017 100644 --- a/landing/lenses/094480.json +++ b/landing/lenses/094480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094800.json b/landing/lenses/094800.json index 9925ab1bcbcc02a0b21d825b82e24c78adcaeee1..e83d598de2ff0602c9653bda634745ada6a11229 100644 --- a/landing/lenses/094800.json +++ b/landing/lenses/094800.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/094820.json b/landing/lenses/094820.json index 4c596258b47582998d1bef1a9fb29428509f480f..c8c4ea32945164e6550a25bcdedaec4d2dd05003 100644 --- a/landing/lenses/094820.json +++ b/landing/lenses/094820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094840.json b/landing/lenses/094840.json index efff6cf55ac7a5240bbd1cdcac4aa36c8e16f988..fdde521b5883eb45c2e4f8935f38385e41ae4693 100644 --- a/landing/lenses/094840.json +++ b/landing/lenses/094840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.32, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.34, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -770,7 +770,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/094840/axes/자본구조", "status": "derived", - "detail": "위험점수 0.08, 가중치 20%" + "detail": "위험점수 0.12, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.32, + "score": 7.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.76, + "score": 7.78, "assumptions": { "scenarioStress": "moderate" } @@ -850,49 +850,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.09, + "score": 0.13, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 11.61, + "score": 11.63, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2024", - "score": 2.08, + "score": 2.12, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 23.91, + "score": 23.99, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2022", - "score": 7.9, + "score": 7.94, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2021", - "score": 1.59, + "score": 1.64, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 6.58, + "score": 6.63, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2019", - "score": 0.11, + "score": 0.16, "grade": "AAA", "pdEstimate": 0.0 } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094850.json b/landing/lenses/094850.json index 9799cd42335c596f8a188ec12a17f80c770b3514..7ed13490803bc667647c21438d3f5820476e6cf8 100644 --- a/landing/lenses/094850.json +++ b/landing/lenses/094850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094860.json b/landing/lenses/094860.json index 305ef08465ba31626b59a85aa1ee75d2aba7de38..384211d3e14ce534beb08f11dc6690fe78902e98 100644 --- a/landing/lenses/094860.json +++ b/landing/lenses/094860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094940.json b/landing/lenses/094940.json index 5de14078ac97ebc7a11255c3f4b643ab0bdec020..4eaba488191655f6998c5696567c918d8737ee42 100644 --- a/landing/lenses/094940.json +++ b/landing/lenses/094940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:df96b85ccc1a", + "target": "094940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.25 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094970.json b/landing/lenses/094970.json index bb2d9fd7d1f881de9d9095deeb94a9193fee2be2..28c35de6336496fe62c4f8f10f35eea96c4c672f 100644 --- a/landing/lenses/094970.json +++ b/landing/lenses/094970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095190.json b/landing/lenses/095190.json index 8b6b9ca417ef34772b1a060b5355e1bb84438822..e8c0713bdac5743cbfc8048b3b327e787f362b0e 100644 --- a/landing/lenses/095190.json +++ b/landing/lenses/095190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095270.json b/landing/lenses/095270.json index 1f3127221dd7e6a9d2e36a168de82bab2802ad8e..ba0b55806cdaaecbd97e68cbe0caf66aeb31ac40 100644 --- a/landing/lenses/095270.json +++ b/landing/lenses/095270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,6 +620,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "095270", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.18, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 5.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.75, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 38.15, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.81, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 31.57, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.74, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/095270/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/095270/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/095270/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/095270/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095270/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 31.37, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095270/axes/자본구조", + "status": "derived", + "detail": "위험점수 7.79, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095270/axes/유동성", + "status": "derived", + "detail": "위험점수 31.57, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095270/axes/현금흐름", + "status": "derived", + "detail": "위험점수 5.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095270/axes/사업안정성", + "status": "derived", + "detail": "위험점수 38.15, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/095270/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB+", + "score": 21.18, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB+", + "score": 21.61, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 9.95, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2025", + "score": 28.59, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2024", + "score": 10.28, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2023", + "score": 27.46, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2022", + "score": 38.01, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2021", + "score": 54.36, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2020", + "score": 58.59, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 65.86, + "grade": "B-", + "pdEstimate": 10.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.15, + "notchAdjustment": null, + "divergenceExplanation": [ + "사업안정성 축이 38점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -630,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -747,6 +1051,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "095270", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.444, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.315, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.444 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -757,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -776,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -799,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -902,7 +1386,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -913,9 +1397,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -960,9 +1446,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -979,8 +1467,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/095340.json b/landing/lenses/095340.json index 71f7a718c9af281388873884da2dba2ac134d991..f148e6076a0e8dd18f0fb11e35f655bede92ee18 100644 --- a/landing/lenses/095340.json +++ b/landing/lenses/095340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095500.json b/landing/lenses/095500.json index 348f6739d7cfa8e5ec4ac0a6b33ee5efb2158867..bfc62ff7a0b9a6ef0145d9f9377e558e4ecec389 100644 --- a/landing/lenses/095500.json +++ b/landing/lenses/095500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,10 +1151,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095570.json b/landing/lenses/095570.json index 0be306b6057e7d080b749969b1e4f5d889afd7b8..2e170f749720f4bc973d49cdbd86ec1cbd6f916b 100644 --- a/landing/lenses/095570.json +++ b/landing/lenses/095570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095610.json b/landing/lenses/095610.json index fcea3e72a2c68d20150e4dcb93d94c3bca90efed..7cba63797a28773f0fd742992af3ea318d214bba 100644 --- a/landing/lenses/095610.json +++ b/landing/lenses/095610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.74, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.46, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/095610/axes/채무상환능력", "status": "derived", - "detail": "위험점수 4.14, 가중치 25%" + "detail": "위험점수 3.08, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/095610/axes/자본구조", "status": "derived", - "detail": "위험점수 6.00, 가중치 20%" + "detail": "위험점수 5.55, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.74, + "score": 4.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.11, + "grade": "dCR-AA+", + "score": 4.84, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -857,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.7, + "score": 1.07, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 3.64, + "score": 3.0, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2024", - "score": 0.71, + "score": 0.56, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 23.88, + "score": 23.94, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2022", - "score": 1.07, + "score": 1.13, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.26, + "score": 0.32, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 2.4, + "score": 2.43, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 5.89, + "score": 5.03, "grade": "AA", "pdEstimate": 0.02 } @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095660.json b/landing/lenses/095660.json index 5df8836ad0f0dda6ef868987200aab7e527c79d3..d324d6ca96c09b3d6724d087bd05c61fca42ce60 100644 --- a/landing/lenses/095660.json +++ b/landing/lenses/095660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f73025ca9455", + "target": "095660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/095700.json b/landing/lenses/095700.json index 4f681cf1847e4f16aa103c319c809816d93fe26d..50ca79f570d9265e5586fbbf5a167727ebb6fac3 100644 --- a/landing/lenses/095700.json +++ b/landing/lenses/095700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095720.json b/landing/lenses/095720.json index 28b19d208ccd3449be03cfaac7b763eb5f83e431..f65a68ae3eccd0a6cb579d0bc491ac2048b32b76 100644 --- a/landing/lenses/095720.json +++ b/landing/lenses/095720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 18.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 18.41%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095910.json b/landing/lenses/095910.json index 8130a780659b23595d5d8631f3848e395d1217eb..81950b219c53282eda9eb7355674e82dd1173d83 100644 --- a/landing/lenses/095910.json +++ b/landing/lenses/095910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,14 +1089,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.015, + "score": -0.02, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096040.json b/landing/lenses/096040.json index 579b7379945b980a171d7910ceccc09b9c88925f..ea9b07958ad99f6f569fcb0515ddb9de54bdadb0 100644 --- a/landing/lenses/096040.json +++ b/landing/lenses/096040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-09", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-09", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-09-09", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096240.json b/landing/lenses/096240.json index b2ae434ca86a70fcd4b8a096c9afe349a0d1c0fb..a3555a6f7f0776c7e7d331ad3a73f0e8031523a4 100644 --- a/landing/lenses/096240.json +++ b/landing/lenses/096240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096250.json b/landing/lenses/096250.json index b8c21c5beadf82f750206ae5824f470a98caa7fd..568729f3626bbf8dc5fe65da61c1481a1e60bace 100644 --- a/landing/lenses/096250.json +++ b/landing/lenses/096250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -954,19 +954,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1033,17 +1033,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1112,7 +1112,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1121,7 +1121,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096350.json b/landing/lenses/096350.json index e7aea988b745da257090b8158cda4b68b959e90f..b13e2d383fbfdd30473e92ca5cdc1a62fcc7769d 100644 --- a/landing/lenses/096350.json +++ b/landing/lenses/096350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096530.json b/landing/lenses/096530.json index 81fd4e1a8b260c6a27472fdbe5babb33ff8daf56..aff23ecbbd35355725b1df3c87669585cd03b7cb 100644 --- a/landing/lenses/096530.json +++ b/landing/lenses/096530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096610.json b/landing/lenses/096610.json index 098d5a90483c3b372fb6c0b50649de39242fad61..e89475b3cdc77221f54b9906cc51293c88c9dc61 100644 --- a/landing/lenses/096610.json +++ b/landing/lenses/096610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096630.json b/landing/lenses/096630.json index 735cb338b35eae1d80bfc81bb6b14636296d406a..aad733fee33afbee3034158398d00f1806447639 100644 --- a/landing/lenses/096630.json +++ b/landing/lenses/096630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:46e321f5c32d", + "target": "096630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.612 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/096640.json b/landing/lenses/096640.json index fd20b83afaa70ee047f88aff60a294d886eb30c9..8b40a6d961ee86522722d0606363f38bc9a15121 100644 --- a/landing/lenses/096640.json +++ b/landing/lenses/096640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096690.json b/landing/lenses/096690.json index 6cbc9e8c5e91df5787342740012c0ab6266d9baa..ff96df5083591d48dd80e3d73ba6d372c1808d25 100644 --- a/landing/lenses/096690.json +++ b/landing/lenses/096690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 18.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096760.json b/landing/lenses/096760.json index b5f3c90cdb21e0be1324a10b87387d2a3205b115..c4e3db50f2b528e2e50b258b26e35ef054d36534 100644 --- a/landing/lenses/096760.json +++ b/landing/lenses/096760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -73,7 +73,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 17.32, + "value": 1198.32, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 17.32, + "value": 1198.32, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 17.32, + "currentValue": 1198.32, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -543,7 +543,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 17.32, + "value": 1198.32, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -617,216 +617,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 5.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.75, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 42.04, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.31, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 20.87, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.09, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/096760/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 우수하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/096760/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/096760/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/096760/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/096760/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 7.30, 가중치 25%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/096760/axes/자본구조", - "status": "derived", - "detail": "위험점수 12.86, 가중치 20%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/096760/axes/유동성", - "status": "derived", - "detail": "위험점수 42.04, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/096760/axes/현금흐름", - "status": "derived", - "detail": "위험점수 5.00, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/096760/axes/사업안정성", - "status": "derived", - "detail": "위험점수 20.87, 가중치 10%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/096760/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.58, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 16.68, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -834,89 +694,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 30.93, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 48.35, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2025", - "score": 17.28, - "grade": "A-", - "pdEstimate": 0.08 + "score": 41.78, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2024", - "score": 27.43, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 39.48, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2023", - "score": 26.71, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 56.02, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2022", - "score": 34.15, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 53.99, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2021", - "score": 44.9, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 40.1, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2020", - "score": 49.23, + "score": 50.77, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2019", - "score": 67.72, - "grade": "B-", - "pdEstimate": 10.0 + "score": 39.52, + "grade": "BB", + "pdEstimate": 1.5 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-1", - "pdEstimate": 0.06, + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 + }, + "eCR": null, + "pdEstimate": null, "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 42점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "divergenceExplanation": [] } }, "industry": { @@ -929,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1421,7 +1267,8 @@ }, "statusCounts": { "partial": 3, - "usable": 2 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -1432,10 +1279,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { diff --git a/landing/lenses/096770.json b/landing/lenses/096770.json index 4cb7fa49185503df55b01088f61f577adea778b2..32413ae216d1dccff64f8ca4a784dbaa2f950e29 100644 --- a/landing/lenses/096770.json +++ b/landing/lenses/096770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096870.json b/landing/lenses/096870.json index 286b64398e9f8cd44ff422a1a2350a10f14de2c5..b82258d946352217a57533b8edbf0e953668b104 100644 --- a/landing/lenses/096870.json +++ b/landing/lenses/096870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097230.json b/landing/lenses/097230.json index 7ffa578b63350870e9d6aab4178d7cac215f0030..8afa659a06241e79b174b313ae80e37d857f1356 100644 --- a/landing/lenses/097230.json +++ b/landing/lenses/097230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097520.json b/landing/lenses/097520.json index 332caec0835155f79a81e4a8e654ce4d587fa07c..63cf6789131a58f0eafcee93efc5af9cf87e478e 100644 --- a/landing/lenses/097520.json +++ b/landing/lenses/097520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097780.json b/landing/lenses/097780.json index c37a3b3ff6548aecc6ff62764aacfedfcab3ff23..d6d7b69166456bbc5708960a5759cd738a267a34 100644 --- a/landing/lenses/097780.json +++ b/landing/lenses/097780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097800.json b/landing/lenses/097800.json index 91f84e07c9f01f268e06df3b442c1459d43b187b..b2dd721be176c60ec8dfc6f7401713cb01f8b6b2 100644 --- a/landing/lenses/097800.json +++ b/landing/lenses/097800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,6 +620,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "097800", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-08-23" + }, + "period": "2023", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-B+", + "summary": "dCR 위험점수 51.82, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 31.85, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 3.19, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 63.97, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 15.99, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 59.88, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.98, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/097800/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/097800/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/097800/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/097800/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097800/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 63.97, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097800/axes/자본구조", + "status": "derived", + "detail": "위험점수 58.57, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097800/axes/유동성", + "status": "derived", + "detail": "위험점수 56.76, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097800/axes/현금흐름", + "status": "derived", + "detail": "위험점수 59.88, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097800/axes/사업안정성", + "status": "derived", + "detail": "위험점수 31.85, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/097800/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-B+", + "score": 51.82, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B+", + "score": 52.42, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 47.49, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2025", + "score": 47.91, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2024", + "score": 48.21, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2023", + "score": 66.16, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2022", + "score": 55.91, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2021", + "score": 50.84, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2020", + "score": 43.7, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2019", + "score": 40.32, + "grade": "BB", + "pdEstimate": 1.5 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 4.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 64점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 15.97%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -630,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -747,6 +1053,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "097800", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -757,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -776,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -803,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -817,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -825,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -841,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -981,7 +1427,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 4, + "usable": 1 }, "gaps": [ { @@ -992,9 +1439,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1039,9 +1488,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1073,7 +1538,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/097870.json b/landing/lenses/097870.json index 830e995d9c3d945b180737f3018ab8399d215d5b..048056783f02f86a3a8b508ae21b11332a10b9bb 100644 --- a/landing/lenses/097870.json +++ b/landing/lenses/097870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -889,7 +889,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097950.json b/landing/lenses/097950.json index cec282abafcda17640ee28280c10458d481efd0a..1225a19ca0d9fe1055b812e278a57e45d5d49e91 100644 --- a/landing/lenses/097950.json +++ b/landing/lenses/097950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098070.json b/landing/lenses/098070.json index 0cfdf814a988240d7430d0d70f02a9e477ed5dcf..fe1d75208d17122fa5d68f1614f23a740646059b 100644 --- a/landing/lenses/098070.json +++ b/landing/lenses/098070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098120.json b/landing/lenses/098120.json index c3a61a613191af89484f2878f8e18d1371cfa454..f6ad593428c6892a446e23de155ae40f0d3d4856 100644 --- a/landing/lenses/098120.json +++ b/landing/lenses/098120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.71, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.22, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,11 +653,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 0.23, + "value": 0.11, "unit": "riskScore", "direction": "positive", "weight": 25, - "contribution": 0.06, + "contribution": 0.03, "sourceRef": "axes.채무상환능력" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/098120/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.23, 가중치 25%" + "detail": "위험점수 0.11, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/098120/axes/자본구조", "status": "derived", - "detail": "위험점수 1.99, 가중치 20%" + "detail": "위험점수 2.19, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.71, + "score": 4.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.73, + "score": 4.24, "assumptions": { "scenarioStress": "moderate" } @@ -852,43 +852,43 @@ "gradeHistory": [ { "period": "2026", - "score": 0.89, + "score": 1.5, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.43, + "score": 0.47, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.27, + "score": 0.38, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.19, + "score": 0.29, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.23, + "score": 0.34, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.31, + "score": 0.5, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.4, + "score": 0.56, "grade": "AAA", "pdEstimate": 0.0 }, @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098460.json b/landing/lenses/098460.json index b34e78ab73861707d819eeeeab396af5634b652b..c233ed78a71543122e81d5fa5b6fb10d11315de0 100644 --- a/landing/lenses/098460.json +++ b/landing/lenses/098460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098660.json b/landing/lenses/098660.json index 90fb9c621e84878395f65f5dc3a06f74e0048f9a..53645b62657e224d507a19916e67e352b5ff580e 100644 --- a/landing/lenses/098660.json +++ b/landing/lenses/098660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 12.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 12.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:76eb46c9ea40", - "target": "098660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.483 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/099190.json b/landing/lenses/099190.json index eb29a9c894d666defecea99f1c967842df60bbd4..5313c786a7cbdec7d74da4042b939dad860bba43 100644 --- a/landing/lenses/099190.json +++ b/landing/lenses/099190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099220.json b/landing/lenses/099220.json index c5bf9a2566a1cc37f419c40d49aeb03a574c4859..646d6dec2e20244bc3ec9a77c8a1eed8de3e4f74 100644 --- a/landing/lenses/099220.json +++ b/landing/lenses/099220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 36.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099320.json b/landing/lenses/099320.json index a4804ceae7a35580c2cca12494cc37c2c08babcc..653e2138d973fcce38407f37a76ade0689486f64 100644 --- a/landing/lenses/099320.json +++ b/landing/lenses/099320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.25, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.76, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.25, + "grade": "dCR-BBB-", + "score": 27.76, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.44, + "grade": "dCR-BBB-", + "score": 28.77, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:91614fabbff0", + "target": "099320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/099390.json b/landing/lenses/099390.json index 3a1e94f8f9e22e20faefc78282cc5e5fea20d526..5f5105c94954761efff055a18c5edf2de004667e 100644 --- a/landing/lenses/099390.json +++ b/landing/lenses/099390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,10 +1069,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099410.json b/landing/lenses/099410.json index aec835731d047291c55ca731086c59310b3835a8..0b117be022b6253dce5e83d5e39b01c778ea400b 100644 --- a/landing/lenses/099410.json +++ b/landing/lenses/099410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,35 +631,25 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.38, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 5.88, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "medium", + "score": 85.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -670,6 +660,16 @@ "contribution": 0.28, "sourceRef": "axes.자본구조" }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 6.42, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 1.6, + "sourceRef": "axes.채무상환능력" + }, { "id": "axis.사업안정성", "label": "사업안정성", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -804,17 +804,16 @@ "sourceRef": "dartlab://credit/099410/axes/사업안정성", "status": "derived", "detail": "위험점수 20.56, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/099410/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], "gaps": [ + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -827,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.38, + "score": 5.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.73, + "score": 7.39, "assumptions": { "scenarioStress": "moderate" } @@ -910,11 +909,11 @@ } ], "coverage": { - "validAxes": 6, + "validAxes": 5, "totalAxes": 7, - "validWeight": 95.0, + "validWeight": 85.0, "totalWeight": 100.0, - "weightCoverage": 95.0 + "weightCoverage": 85.0 }, "eCR": "eCR-4", "pdEstimate": 0.02, @@ -934,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1220,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1261,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1436,6 +1435,13 @@ "sourceRef": "representative.blocks.quality.earningsQualityFlags", "engine": "analysis" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/099430.json b/landing/lenses/099430.json index 0463ac0ebe35a1dc79669d5800a27fd4a10dd45f..df4f8e22ac74bd51f8d5f64f5b3a658670203133 100644 --- a/landing/lenses/099430.json +++ b/landing/lenses/099430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -991,19 +991,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1024,8 +1024,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1149,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1158,7 +1158,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099440.json b/landing/lenses/099440.json index 5d4b2c58f07309192dd01dc4e16fe6a761d27111..49ec77cea335d28669f930e00e343d88bcb957e3 100644 --- a/landing/lenses/099440.json +++ b/landing/lenses/099440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 49.41, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 50.55, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 49.41, + "score": 50.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 50.66, + "score": 51.61, "assumptions": { "scenarioStress": "moderate" } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099520.json b/landing/lenses/099520.json index e551247e6097dd6ad96f90919d6265940e249687..0434d9dca2bead41bb85b220c46262d95aadffa6 100644 --- a/landing/lenses/099520.json +++ b/landing/lenses/099520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099750.json b/landing/lenses/099750.json index f958ecc6cc4f448ef60a0de7a8a86ec526ff7400..816b6f6406e1c81f25cea5e4bc8b1ad89d0ee43e 100644 --- a/landing/lenses/099750.json +++ b/landing/lenses/099750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100030.json b/landing/lenses/100030.json index 36317377cc9e27f875ba8e39548b81022523ae69..f1581246e5e96c11856cc851e71c59a41ab4853d 100644 --- a/landing/lenses/100030.json +++ b/landing/lenses/100030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100090.json b/landing/lenses/100090.json index 4e7a8104b4cdda2980b396fcf1dff0ec820c16ae..5643c4163a85e557cb27a330ba4faec78e659baf 100644 --- a/landing/lenses/100090.json +++ b/landing/lenses/100090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.43, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.64, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.43, + "grade": "dCR-BB", + "score": 40.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.51, + "score": 41.66, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b37c0281e1b6", + "target": "100090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.308 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/100120.json b/landing/lenses/100120.json index 83ba64993ccbe442cb94c6402991ebf682439a71..5ac8fd96295b340b78396bedfa7f1e99b35ad84a 100644 --- a/landing/lenses/100120.json +++ b/landing/lenses/100120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 건강관리 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100130.json b/landing/lenses/100130.json index 0a7276f489c4c2b3b5c5788a6b5ff6df25f673aa..4022eee6b50414ba7aa253d3be9398e29572abc3 100644 --- a/landing/lenses/100130.json +++ b/landing/lenses/100130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -198,7 +198,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2017", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -642,14 +642,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -810,7 +810,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -852,8 +852,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -888,7 +888,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100220.json b/landing/lenses/100220.json index e2d7a7c11f96233b6c430a68a86ff74c4ae8dff3..14891b927c063a9f8a3d0a546611bbeedd9478bd 100644 --- a/landing/lenses/100220.json +++ b/landing/lenses/100220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4ec00243067a", + "target": "100220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/100250.json b/landing/lenses/100250.json index 85470b2da3ebdecdd54f1a9dd0568e19578f3d8f..91ee9022bd62809beba3d5d4cb5ad888f6e82168 100644 --- a/landing/lenses/100250.json +++ b/landing/lenses/100250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100590.json b/landing/lenses/100590.json index 7853dd543d40a31a6ed0a17aec9d171dd63c3658..ec21422daedb274647edbc7bf03d400eceb3b4d9 100644 --- a/landing/lenses/100590.json +++ b/landing/lenses/100590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 9.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100660.json b/landing/lenses/100660.json index 1008efe6832d5b465c23ef8044b84d0a0b2529da..06a3b63751459f0f17fa57e1af58333df85dfac0 100644 --- a/landing/lenses/100660.json +++ b/landing/lenses/100660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100700.json b/landing/lenses/100700.json index 68f55f759c06246b71deb58067d0c029cdcc8143..0fbf195ce8b398f6f18878c67281957e4aea9c2d 100644 --- a/landing/lenses/100700.json +++ b/landing/lenses/100700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,6 +609,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "100700", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AAA", + "summary": "dCR 위험점수 1.04, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.0, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 1.14, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 0.23, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 0.46, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 0.05, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/100700/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/100700/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/100700/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/100700/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100700/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100700/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.14, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100700/axes/유동성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100700/axes/현금흐름", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100700/axes/사업안정성", + "status": "derived", + "detail": "위험점수 0.46, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/100700/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AAA", + "score": 1.04, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AAA", + "score": 1.04, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.18, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 0.08, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 0.07, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 0.09, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 0.08, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 0.1, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 0.08, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 0.14, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -619,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -736,6 +1039,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "100700", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.121, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.005, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.121 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -746,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -765,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -797,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -805,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -930,7 +1413,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -941,9 +1425,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -988,9 +1474,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1014,8 +1502,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/100790.json b/landing/lenses/100790.json index f717982543a49d9c5466bdb9a4cde41061cf8027..1c4947ee8a83d1a59e650f76d4193c378f3df648 100644 --- a/landing/lenses/100790.json +++ b/landing/lenses/100790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -823,7 +823,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -843,8 +843,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -864,8 +864,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -892,7 +892,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -973,10 +973,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1004,7 +1004,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100840.json b/landing/lenses/100840.json index 94caddbcc31695ee8789fb9df62122cab1a6b54c..7cce701b186d33d56606ad62e5f5b492a4ec3b3d 100644 --- a/landing/lenses/100840.json +++ b/landing/lenses/100840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1661,12 +1661,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6e92253fe2c5", + "target": "100840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101000.json b/landing/lenses/101000.json index 107136754580aedff562609b5802efb11ee3284f..2cc28de8934f7fe99dab99bd06a92fab5ffe7168 100644 --- a/landing/lenses/101000.json +++ b/landing/lenses/101000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-07-23", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-23", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-23", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-07-23", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101140.json b/landing/lenses/101140.json index d3bc9d6703a0ca4a1223e8eeec30a66ca1d5f4b0..8c71db429bbb30904873c8cd41a50dba14dca2c0 100644 --- a/landing/lenses/101140.json +++ b/landing/lenses/101140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -927,8 +927,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -947,8 +947,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -967,7 +967,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1081,10 +1081,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101160.json b/landing/lenses/101160.json index 88e7ee7d35bae770a38ec2eaa5f31f64fc76a331..31373617d135f133b1b06bf96ef91e4601daa99a 100644 --- a/landing/lenses/101160.json +++ b/landing/lenses/101160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101170.json b/landing/lenses/101170.json index 30a9923ef7b5f73f91d9e9f58ecd75bae31544e5..b58b922122d64b81d46574f421ca45ca2525a214 100644 --- a/landing/lenses/101170.json +++ b/landing/lenses/101170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101240.json b/landing/lenses/101240.json index ff944a0992b097fb36de611c3a0980603f251e29..31c42729171a184ed69af663430c17e431cb9578 100644 --- a/landing/lenses/101240.json +++ b/landing/lenses/101240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,25 +630,35 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.87, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 6.44, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { - "level": "medium", - "score": 85.0, + "level": "high", + "score": 95.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -659,16 +669,6 @@ "contribution": 0.74, "sourceRef": "axes.자본구조" }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 5.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.75, - "sourceRef": "axes.현금흐름" - }, { "id": "axis.사업안정성", "label": "사업안정성", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -803,16 +803,17 @@ "sourceRef": "dartlab://credit/101240/axes/사업안정성", "status": "derived", "detail": "위험점수 12.47, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/101240/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], "gaps": [ - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -825,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.87, + "score": 6.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 7.72, + "score": 7.21, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +909,11 @@ } ], "coverage": { - "validAxes": 5, + "validAxes": 6, "totalAxes": 7, - "validWeight": 85.0, + "validWeight": 95.0, "totalWeight": 100.0, - "weightCoverage": 85.0 + "weightCoverage": 95.0 }, "eCR": "eCR-1", "pdEstimate": 0.02, @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1078,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1218,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1254,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1474,13 +1475,6 @@ "sourceRef": "representative.blocks.quality.earningsQualityFlags", "engine": "analysis" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/101330.json b/landing/lenses/101330.json index 15400274284a9016ed294fa21b7d72d9ea2d91ed..15cf377fd2ccb5e694a1144da9ac003987f15650 100644 --- a/landing/lenses/101330.json +++ b/landing/lenses/101330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.88, + "grade": "dCR-BBB-", + "score": 29.13, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.74, + "score": 30.99, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.09, + "score": -0.095, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101360.json b/landing/lenses/101360.json index 80674945f935afbd752e8c1fe82ab1b5e0701843..e75efc5626cb070d49eb187ad1c1e8e58f773551 100644 --- a/landing/lenses/101360.json +++ b/landing/lenses/101360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101390.json b/landing/lenses/101390.json index 4e72bbb580387606d1200354e82c4b8c704442d3..430b5801de126a390c1f7cc9823d51dfece83c81 100644 --- a/landing/lenses/101390.json +++ b/landing/lenses/101390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 592.51, + "value": 2299.98, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,7 +581,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 592.51, + "value": 2299.98, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,7 +851,7 @@ "gradeHistory": [ { "period": "2026", - "score": 82.53, + "score": 84.41, "grade": "CC", "pdEstimate": 25.0 }, @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101400.json b/landing/lenses/101400.json index 3370c00175049cb3d85b40eb5fec5fb74d04795e..9f44f8dd33cdaff89eefa5e45e08a3d06fd129ba 100644 --- a/landing/lenses/101400.json +++ b/landing/lenses/101400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/101490.json b/landing/lenses/101490.json index 226b0350dbf9a3dd7f8297ab8bee58193ef4e14b..9aee93a78cc78850f5b1501061e8a1adfd9fa9fb 100644 --- a/landing/lenses/101490.json +++ b/landing/lenses/101490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2c29d81e5dcf", + "target": "101490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101530.json b/landing/lenses/101530.json index 6be633b14bb5c0d82570db7a953fd4e0356bbd59..865e6a850cbbc189835b1093ccebc081db43abea 100644 --- a/landing/lenses/101530.json +++ b/landing/lenses/101530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.03, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.28, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 27.03, + "score": 29.28, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.47, + "score": 30.72, "assumptions": { "scenarioStress": "moderate" } @@ -900,6 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1074,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1240,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101670.json b/landing/lenses/101670.json index 550274bd07c980f243770061f490ddcae4318376..e7cc0b5e720f90a915f7f5e0882a9c8851bf1671 100644 --- a/landing/lenses/101670.json +++ b/landing/lenses/101670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 185.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 209.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101680.json b/landing/lenses/101680.json index ead84a6ede33c49ed40c0692d486da296419e541..b35939f0ddf7f94342d2f5df4e53da9bd2a71436 100644 --- a/landing/lenses/101680.json +++ b/landing/lenses/101680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -851,7 +851,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101730.json b/landing/lenses/101730.json index 3503e0e9ec0525d81996937fb88aeaf61a78a20b..2f557307761d40804bdabd7612c5464d62f27dbb 100644 --- a/landing/lenses/101730.json +++ b/landing/lenses/101730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/101930.json b/landing/lenses/101930.json index 0453c45c905d9ea8f88217920a0a41b37061494f..39ffbd055a04ce590a048c0b02cffb5782d84062 100644 --- a/landing/lenses/101930.json +++ b/landing/lenses/101930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101970.json b/landing/lenses/101970.json index 8c2890ea5eab4a5adee6fb074b14a806e059947e..185ad0d3e0c3a4a44f094416358fbb2315611332 100644 --- a/landing/lenses/101970.json +++ b/landing/lenses/101970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -411,7 +411,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 40.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -428,21 +428,21 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.43, + "value": 0.91, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.29, + "weight": 15, + "contribution": 0.14, "sourceRef": "axes.자본구조" }, { "id": "axis.유동성", "label": "유동성", - "value": 30.75, + "value": 30.0, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.61, + "contribution": 4.5, "sourceRef": "axes.유동성" } ], @@ -453,14 +453,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/101970/axes/자본구조", "status": "derived", - "detail": "위험점수 1.43, 가중치 20%" + "detail": "위험점수 0.91, 가중치 15%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/101970/axes/유동성", "status": "derived", - "detail": "위험점수 30.75, 가중치 15%" + "detail": "위험점수 30.00, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -533,29 +533,29 @@ "gradeHistory": [ { "period": "2026", - "score": 2.54, + "score": 0.89, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 2.79, + "score": 0.9, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 6.96, - "grade": "AA", - "pdEstimate": 0.02 + "score": 2.73, + "grade": "AAA", + "pdEstimate": 0.0 } ], "coverage": { "validAxes": 3, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 40.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 40.0 }, "eCR": null, "pdEstimate": null, @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102120.json b/landing/lenses/102120.json index 76a78f86d5174ed588f96fd766d3e7641e0a94a8..f235973bcce8daf53bb216ab395136ce77ad7bb4 100644 --- a/landing/lenses/102120.json +++ b/landing/lenses/102120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:334acbb65794", + "target": "102120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.306 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102210.json b/landing/lenses/102210.json index b1da22ef1093bcb5b455bb60f6b8ef2aac7dd972..aa38eeb76fca51acfd2c41ed3f94d2b5fca7ae6a 100644 --- a/landing/lenses/102210.json +++ b/landing/lenses/102210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102260.json b/landing/lenses/102260.json index 31381b0d48436a80c889eb6a7c9cf50a15c1796a..7c9eb7bfaa5c180cea01e84ba40677ec99ebc7e8 100644 --- a/landing/lenses/102260.json +++ b/landing/lenses/102260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,12 +1599,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f7429957042d", + "target": "102260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102280.json b/landing/lenses/102280.json index 8ce69bcdf85d8e2ebe5f861cd2bdc7bbe4f49712..e0fdca7128223ec77d52392cf49ef051899d2e98 100644 --- a/landing/lenses/102280.json +++ b/landing/lenses/102280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-27", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102370.json b/landing/lenses/102370.json index 7116790f02ee2cd84ea8303f44d71663d1a62e0b..c7d89edf8fd83104b427d9cac024d9eb9fffa83f 100644 --- a/landing/lenses/102370.json +++ b/landing/lenses/102370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1538,7 +1538,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1560,7 +1560,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1578,15 +1578,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/102460.json b/landing/lenses/102460.json index 0d7dc05403367c572f762e1a6982a515a2cc72e9..03f752c91ba3b8612304624bf96636109aadd813 100644 --- a/landing/lenses/102460.json +++ b/landing/lenses/102460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,6 +609,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "102460", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB-", + "summary": "dCR 위험점수 42.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 17.89, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 3.58, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 70.0, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 17.5, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 38.87, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.83, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/102460/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/102460/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/102460/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/102460/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102460/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 70.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102460/axes/자본구조", + "status": "derived", + "detail": "위험점수 17.89, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102460/axes/유동성", + "status": "derived", + "detail": "위험점수 38.87, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102460/axes/현금흐름", + "status": "derived", + "detail": "위험점수 35.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102460/axes/사업안정성", + "status": "derived", + "detail": "위험점수 18.52, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/102460/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB-", + "score": 42.89, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB-", + "score": 43.48, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 43.98, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2025", + "score": 58.1, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2024", + "score": 49.27, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2023", + "score": 41.53, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2022", + "score": 12.12, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2021", + "score": 16.47, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2020", + "score": 17.85, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2019", + "score": 3.8, + "grade": "AA+", + "pdEstimate": 0.01 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 2.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 70점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -619,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -736,6 +1040,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "102460", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.85, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -1.0, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.85 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -746,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -765,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,7 +1375,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -902,9 +1386,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -949,9 +1435,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -968,8 +1456,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102710.json b/landing/lenses/102710.json index af3389603a93e0a8b118482eda0409b5d2391826..f72fcb629e4a5f9c4e564c6c0c3da702f801936a 100644 --- a/landing/lenses/102710.json +++ b/landing/lenses/102710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102940.json b/landing/lenses/102940.json index c2c317d48b2011fbebadbf1e6f3a8ba14bc83b9f..78b2dfc62cd6ab4e74ada2e1bdccc2262d42b3ea 100644 --- a/landing/lenses/102940.json +++ b/landing/lenses/102940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102950.json b/landing/lenses/102950.json index a24fb77921fa9d080f68fbcba34d392b797d1ff7..3fbb8af803a6a949466121192efd0ad44f5a0059 100644 --- a/landing/lenses/102950.json +++ b/landing/lenses/102950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/103140.json b/landing/lenses/103140.json index 597149bc390353620fbd6bff81964ad0b628898e..2c66bd1088be197c8b8dd07fe49292d8e238f683 100644 --- a/landing/lenses/103140.json +++ b/landing/lenses/103140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -536,13 +536,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -566,14 +566,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 18.1, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 13.45, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 3.62, - "sourceRef": "axes.자본구조" + "weight": 30, + "contribution": 4.03, + "sourceRef": "axes.채무상환능력" }, { "id": "axis.사업안정성", @@ -588,11 +588,11 @@ { "id": "axis.유동성", "label": "유동성", - "value": 28.6, + "value": 26.81, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.29, + "contribution": 4.02, "sourceRef": "axes.유동성" } ], @@ -603,21 +603,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/103140/axes/채무상환능력", "status": "derived", - "detail": "위험점수 22.74, 가중치 25%" + "detail": "위험점수 13.45, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/103140/axes/자본구조", "status": "derived", - "detail": "위험점수 18.10, 가중치 20%" + "detail": "위험점수 16.22, 가중치 15%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/103140/axes/유동성", "status": "derived", - "detail": "위험점수 28.60, 가중치 15%" + "detail": "위험점수 26.81, 가중치 15%" }, { "id": "credit.axis.사업안정성", @@ -685,51 +685,51 @@ "gradeHistory": [ { "period": "2026", - "score": 11.84, - "grade": "A+", - "pdEstimate": 0.04 + "score": 5.38, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2025", - "score": 15.87, - "grade": "A", - "pdEstimate": 0.06 + "score": 8.47, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2024", - "score": 11.62, - "grade": "A+", - "pdEstimate": 0.04 + "score": 5.95, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2023", - "score": 16.59, - "grade": "A-", - "pdEstimate": 0.08 + "score": 10.31, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2022", - "score": 19.59, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 10.89, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2021", - "score": 11.39, - "grade": "A+", - "pdEstimate": 0.04 + "score": 5.09, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2020", - "score": 26.53, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 15.05, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2019", - "score": 42.8, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 31.48, + "grade": "BBB-", + "pdEstimate": 0.4 } ], "coverage": { @@ -755,14 +755,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -915,7 +915,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -948,8 +948,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -981,7 +981,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1006,7 +1006,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103160.json b/landing/lenses/103160.json index 5b0b007c1a3225f22b5459d015ff41143a70c0b0..855a038a74e38209e2c960cabd567a1e1810ef62 100644 --- a/landing/lenses/103160.json +++ b/landing/lenses/103160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103230.json b/landing/lenses/103230.json index 3cacd1cd0131fc27f832dd9511adc0855f3dd4ce..439b2f1b661835a9f9f29533aedb36fac27621d7 100644 --- a/landing/lenses/103230.json +++ b/landing/lenses/103230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103590.json b/landing/lenses/103590.json index 3538496775fd03f7c47cf5f5ba1cb9bdb066f667..53d68c4edfcd7ee2d2998bf25005c82ee834323d 100644 --- a/landing/lenses/103590.json +++ b/landing/lenses/103590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103840.json b/landing/lenses/103840.json index 7cd5d1afce797d81bb6f26156ec130ee3f12d881..32a5d19a03c11b357dda2bf305d2f21384a5630d 100644 --- a/landing/lenses/103840.json +++ b/landing/lenses/103840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 52.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 55.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 52.43, + "grade": "dCR-B", + "score": 55.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 54.02, + "grade": "dCR-B", + "score": 57.53, "assumptions": { "scenarioStress": "moderate" } @@ -871,11 +871,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 28.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104040.json b/landing/lenses/104040.json index e2379246a097c03e64c1d668f90c254448f85bfc..6685a3b259b4b3cfa44360f470ec0013d5f902eb 100644 --- a/landing/lenses/104040.json +++ b/landing/lenses/104040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104200.json b/landing/lenses/104200.json index a0639eda3b7c90484e445052df26445517750abf..a66c53ac3cf9e37efe26c592ebdf647ca19ebf1b 100644 --- a/landing/lenses/104200.json +++ b/landing/lenses/104200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.25, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.51, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -828,14 +828,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.25, + "score": 12.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 10.74, + "grade": "dCR-A", + "score": 13.04, "assumptions": { "scenarioStress": "moderate" } @@ -851,6 +851,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -921,6 +926,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104460.json b/landing/lenses/104460.json index e7d82218e43c367ad2aa16e771bd6705e41c5a3b..cc50eff465431925d937e45f39cf9a36b96ce025 100644 --- a/landing/lenses/104460.json +++ b/landing/lenses/104460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104480.json b/landing/lenses/104480.json index e3ced60cb5e4c2f8921e6ed20cfcf1fa99311c48..45150359c37bb2509fc48a8a2ed82f0f0729b6ee 100644 --- a/landing/lenses/104480.json +++ b/landing/lenses/104480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104540.json b/landing/lenses/104540.json index 727349a33bacdbc10390a61699c222aecdb5a8d8..cb49f6d3bfd1b40ced8667314e9f49b08fe377ba 100644 --- a/landing/lenses/104540.json +++ b/landing/lenses/104540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a8469e6f9f9a", + "target": "104540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/104620.json b/landing/lenses/104620.json index d9fab708401f8d05e900e4c36aeb0b2aeb9c5b73..31f529cefcf221a26d56a51e4b5eadc8dfe59da9 100644 --- a/landing/lenses/104620.json +++ b/landing/lenses/104620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,10 +1171,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1189,10 +1189,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104700.json b/landing/lenses/104700.json index a6145dd29b31db8dc7fac7dbeb85ddf738009106..f408c4d124a017a5d536fd0fb86d5e61b8868903 100644 --- a/landing/lenses/104700.json +++ b/landing/lenses/104700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104830.json b/landing/lenses/104830.json index 9e8a02a4da90b8db1aa521c11bf04763033505bf..b25278af2d456255d530a61d3b3c8d1203848553 100644 --- a/landing/lenses/104830.json +++ b/landing/lenses/104830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105330.json b/landing/lenses/105330.json index 3694d8b6d53734a64a406df669be49b31ae1b4f1..4a50ff02a93013bf0a1b54ddc42fdf31c4abf4fd 100644 --- a/landing/lenses/105330.json +++ b/landing/lenses/105330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105550.json b/landing/lenses/105550.json index 14b733344eac71cfbbb9e5b5510d9c9657b0a948..9329f6a7cb49e9da16a2a4497216a00b1e55522e 100644 --- a/landing/lenses/105550.json +++ b/landing/lenses/105550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 47.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,23 +653,13 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 9.83, + "value": 10.58, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.97, + "contribution": 2.12, "sourceRef": "axes.자본구조" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 67.03, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 16.76, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.현금흐름", "label": "현금흐름", @@ -679,17 +669,27 @@ "weight": 15, "contribution": 9.75, "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 62.79, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 15.7, + "sourceRef": "axes.채무상환능력" } ], "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/105550/axes/채무상환능력", "status": "derived", - "detail": "위험점수 67.03, 가중치 25%" + "detail": "위험점수 62.79, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/105550/axes/자본구조", "status": "derived", - "detail": "위험점수 9.83, 가중치 20%" + "detail": "위험점수 10.58, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 47.91, + "score": 45.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 48.51, + "grade": "dCR-BB-", + "score": 46.35, "assumptions": { "scenarioStress": "moderate" } @@ -838,13 +838,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" } ], "payload": { @@ -857,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 13.95, + "score": 15.15, "grade": "A", "pdEstimate": 0.06 }, { "period": "2025", - "score": 44.28, + "score": 42.03, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2024", - "score": 52.25, - "grade": "B+", - "pdEstimate": 4.0 + "score": 45.1, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2023", - "score": 60.8, - "grade": "B", - "pdEstimate": 7.0 + "score": 52.46, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2022", - "score": 56.99, - "grade": "B", - "pdEstimate": 7.0 + "score": 47.89, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2021", - "score": 38.07, - "grade": "BB", - "pdEstimate": 1.5 + "score": 29.53, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2020", - "score": 58.65, + "score": 59.6, "grade": "B", "pdEstimate": 7.0 }, { "period": "2019", - "score": 61.31, - "grade": "B", - "pdEstimate": 7.0 + "score": 50.03, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -915,9 +910,9 @@ "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 67점으로 등급 하방 압력", + "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 298.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 336.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f4b43b1c3e07", - "target": "105550", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105560.json b/landing/lenses/105560.json index 607fd497c1f39272798399a2d07ec8a5a2aa04b0..5406c66fb4a31a75b3816cadaf112abf3c5f36e5 100644 --- a/landing/lenses/105560.json +++ b/landing/lenses/105560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,12 +1138,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:822ed56a2cd1", + "target": "105560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105630.json b/landing/lenses/105630.json index c88cb0cc3930d72c29f6f650998b22051f3b55d5..eac3417b139d72afaa5781750a5a670f7ccd9a33 100644 --- a/landing/lenses/105630.json +++ b/landing/lenses/105630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:560a1f53f940", - "target": "105630", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105740.json b/landing/lenses/105740.json index 681dd6993b2687b81990102026d9464ec11be9f2..f29008e598fddff21ce36d4b808aa6605491f4c2 100644 --- a/landing/lenses/105740.json +++ b/landing/lenses/105740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105760.json b/landing/lenses/105760.json index 6486018b017a1c87dc8c2ea05cec21a8f93cae22..9d3f1a5bc82b2126313dd4bce9bf790ad95bbe87 100644 --- a/landing/lenses/105760.json +++ b/landing/lenses/105760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105840.json b/landing/lenses/105840.json index 8d65e1ec0e75a4e1de026543351be38858b5c41c..c9122a064ca13a9ac495930f88b843cfb9cb416b 100644 --- a/landing/lenses/105840.json +++ b/landing/lenses/105840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106080.json b/landing/lenses/106080.json index 7da597f521a7d629cc5420431fc189c769668385..cef49720bc3ee319acdd1d183c24d0611e26204c 100644 --- a/landing/lenses/106080.json +++ b/landing/lenses/106080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -535,6 +535,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "106080", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-B+", + "summary": "dCR 위험점수 50.81, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 6.96, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 1.04, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 83.54, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 12.53, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 65.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 9.75, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/106080/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/106080/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/106080/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/106080/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/106080/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 44.02, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/106080/axes/자본구조", + "status": "derived", + "detail": "위험점수 6.96, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/106080/axes/유동성", + "status": "derived", + "detail": "위험점수 83.54, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/106080/axes/현금흐름", + "status": "derived", + "detail": "위험점수 65.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/106080/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/106080/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-B+", + "score": 50.81, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B+", + "score": 51.1, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 58.88, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2025", + "score": 55.31, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2024", + "score": 40.45, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2023", + "score": 41.63, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2022", + "score": 32.62, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2021", + "score": 39.19, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2020", + "score": 60.96, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 29.48, + "grade": "BBB-", + "pdEstimate": 0.4 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 4.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 84점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 168.03%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -545,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -662,6 +968,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "106080", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-04-16", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.5, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.46, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-04-16", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-04-16", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-04-16", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -672,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -691,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -714,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -722,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +1303,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -828,9 +1314,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -875,9 +1363,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -894,8 +1384,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/106190.json b/landing/lenses/106190.json index 86d3110cc39316be046c87ecf2e11522af989e34..ab015cd23d2406013d42931d38e4c4eb96e7a5ba 100644 --- a/landing/lenses/106190.json +++ b/landing/lenses/106190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,7 +924,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106240.json b/landing/lenses/106240.json index 4c8ce49239e78cc90e73d6d7aefd0db5716214e1..a7066aa0452f608108f034836024bc03c1212132 100644 --- a/landing/lenses/106240.json +++ b/landing/lenses/106240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106520.json b/landing/lenses/106520.json index f71108a2b7fb1073ef8b96709c9cfd682cfae8f0..5f72f29b297e2ea3d194fd6d7a9cf95a308146ad 100644 --- a/landing/lenses/106520.json +++ b/landing/lenses/106520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107590.json b/landing/lenses/107590.json index a0b8a451e57dee9e1ed2f5029d8a5c8c46e5f36d..24c633baff6917c5ac04dc050b5c9c634d56b643 100644 --- a/landing/lenses/107590.json +++ b/landing/lenses/107590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,15 +54,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { "label": "재무 기반 우수", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 영업이익률입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -73,10 +73,10 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 4.13, + "value": 2112.32, "unit": "%", - "direction": "negative", - "scoreContribution": -1, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -245,9 +245,9 @@ "label": "영업이익률", "comparisonKey": "profitability", "basis": "companyFundamentals", - "direction": "adverse", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 4.13, + "value": 2112.32, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 4.13, + "currentValue": 2112.32, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -537,16 +537,16 @@ }, "assessment": { "label": "재무 기반 우수", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 영업이익률입니다.", - "score": 4, + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 매출 CAGR입니다.", + "score": 6, "drivers": [ { "id": "operatingMargin", "label": "영업이익률", - "value": 4.13, + "value": 2112.32, "unit": "%", - "direction": "negative", - "scoreContribution": -1, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -600,15 +600,14 @@ } ], "positiveDrivers": [ + "영업이익률", "매출 CAGR", "영업이익 CAGR", "OCF/순이익", "부채비율", "이자보상배율" ], - "negativeDrivers": [ - "영업이익률" - ] + "negativeDrivers": [] } } }, @@ -619,216 +618,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.46, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 14.47, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 2.89, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 28.52, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 4.28, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 28.29, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.83, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/107590/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/107590/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/107590/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/107590/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/107590/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 17.72, 가중치 25%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/107590/axes/자본구조", - "status": "derived", - "detail": "위험점수 14.47, 가중치 20%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/107590/axes/유동성", - "status": "derived", - "detail": "위험점수 28.52, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/107590/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/107590/axes/사업안정성", - "status": "derived", - "detail": "위험점수 28.29, 가중치 10%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/107590/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.46, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.84, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -836,83 +695,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 11.32, - "grade": "A+", - "pdEstimate": 0.04 + "score": 15.37, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 18.54, + "score": 17.39, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2024", - "score": 20.52, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 16.96, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2023", - "score": 32.19, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 19.26, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2022", - "score": 23.87, + "score": 23.14, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2021", - "score": 11.74, - "grade": "A+", - "pdEstimate": 0.04 + "score": 19.17, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2020", - "score": 11.57, - "grade": "A+", - "pdEstimate": 0.04 + "score": 13.38, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2019", - "score": 19.4, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 6.99, + "grade": "AA", + "pdEstimate": 0.02 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.15, + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 + }, + "eCR": null, + "pdEstimate": null, "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "divergenceExplanation": [] } }, "industry": { @@ -925,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1070,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1497,7 +1348,8 @@ }, "statusCounts": { "partial": 3, - "usable": 2 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -1508,10 +1360,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { @@ -1595,88 +1482,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:27aac87834f3", - "target": "107590", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.456 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/107600.json b/landing/lenses/107600.json index e9546e56dfa906e43b983b1fa6135df8c06b71f5..fb65763177d0e9da4985650fd7d15f3be186b36f 100644 --- a/landing/lenses/107600.json +++ b/landing/lenses/107600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -581,7 +581,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -596,14 +596,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -723,10 +723,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -863,10 +863,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -882,10 +882,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -913,7 +913,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107640.json b/landing/lenses/107640.json index 071ea93207d40d3f443d81299fd4e2868aa117c9..a121a0f29436aa6c2e71179da76adba777aac7ac 100644 --- a/landing/lenses/107640.json +++ b/landing/lenses/107640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -324,13 +324,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -449,7 +449,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -630,14 +630,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -757,10 +757,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -790,8 +790,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -803,7 +803,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -843,10 +843,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -881,7 +881,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -983,10 +983,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108230.json b/landing/lenses/108230.json index e55a2e748ecd93912f15bab418c4fcd59ff8aba6..df21f5ed0e1b389cf6769dcd56dc1cbaec5bfc73 100644 --- a/landing/lenses/108230.json +++ b/landing/lenses/108230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108320.json b/landing/lenses/108320.json index 15fd4fa9a6b1ef0156052db65dcc4718d0c5a374..b7f5c26a0eede13773bb339e922f748c62492c3a 100644 --- a/landing/lenses/108320.json +++ b/landing/lenses/108320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108380.json b/landing/lenses/108380.json index 88ada0e0fa1103cf9f209662f976d8b08f8f4ecf..c04732a70b7640de24d38c149e048c21534394f6 100644 --- a/landing/lenses/108380.json +++ b/landing/lenses/108380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3ea5203efad1", + "target": "108380", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/108490.json b/landing/lenses/108490.json index b960464a6357ea89437a4d39b8e7053a410bde7b..9e351ee7e0892520db1e74e40b833b70a3a87ef5 100644 --- a/landing/lenses/108490.json +++ b/landing/lenses/108490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1068,7 +1068,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108670.json b/landing/lenses/108670.json index 972ead928a1122ca86038fab527ca55ca448629b..ac95f229e1d75a4e728332171990ceafbc94285c 100644 --- a/landing/lenses/108670.json +++ b/landing/lenses/108670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/108860.json b/landing/lenses/108860.json index df049172afa90105b58dc700a2c04320c76b2769..f34dea45433e636f94b73d3396ba79165b9dcb2c 100644 --- a/landing/lenses/108860.json +++ b/landing/lenses/108860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ee0056def63c", - "target": "108860", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.629 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/109070.json b/landing/lenses/109070.json index 58907322b211e20ab74dc0ab80688dbd5f487c71..071c577525f16ccfce1a931979dfa882d47b0fbe 100644 --- a/landing/lenses/109070.json +++ b/landing/lenses/109070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109080.json b/landing/lenses/109080.json index b58bf51d9a22c61a73b621aa48502c3418ac7af6..012bd6a7a2bef20692fe6b413e709c0f0f20438e 100644 --- a/landing/lenses/109080.json +++ b/landing/lenses/109080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.14, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.14, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.14, + "score": 9.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.57, + "score": 9.57, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109610.json b/landing/lenses/109610.json index 397ff1b80dfc2ec7c67012a3540b326d4dda550e..ff3c60243f7ea93ccec2fce8a4c9839ce97c33e9 100644 --- a/landing/lenses/109610.json +++ b/landing/lenses/109610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109670.json b/landing/lenses/109670.json index 4bcf7c45dd22548da82e49cbb229a9ace880c068..90ff826847c9334ccb8e4a686b57daaa18207d5f 100644 --- a/landing/lenses/109670.json +++ b/landing/lenses/109670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1376,7 +1376,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1398,7 +1398,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1416,8 +1416,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/109740.json b/landing/lenses/109740.json index b79dc8cdc136038b63d5155a1711736f3f172bd4..b6624dd3ae1e4d1f9afd06d11ffde9950ce684ff 100644 --- a/landing/lenses/109740.json +++ b/landing/lenses/109740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109820.json b/landing/lenses/109820.json index 55ed91b0e92ee4fedd2d802d06f3c50957704e8c..3ab7a28add8b4746b60e33d692f735b53bff3d2e 100644 --- a/landing/lenses/109820.json +++ b/landing/lenses/109820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,12 +657,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109860.json b/landing/lenses/109860.json index 1a8afa4cca9f97ea5477c54b5bd605cbedb5f943..7e7467675ed7ebca7c3669f6f5887dc6d5434066 100644 --- a/landing/lenses/109860.json +++ b/landing/lenses/109860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109960.json b/landing/lenses/109960.json index e3d63fdfb01143e59c63c091140d386b57a4adfc..11815ea194295783dc1690c8bc187ce3fc9e69f6 100644 --- a/landing/lenses/109960.json +++ b/landing/lenses/109960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110020.json b/landing/lenses/110020.json index 4976e8863fe475062d1579a1ea8b53ccc8e9b6ef..7ca2242858a52340f1f0fd87c458978255409234 100644 --- a/landing/lenses/110020.json +++ b/landing/lenses/110020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,10 +1140,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1158,10 +1158,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110790.json b/landing/lenses/110790.json index c514f9cb7ed739305b3cad831849682d52adb31b..87f07789854561c2f4312458d6016ee494c0829a 100644 --- a/landing/lenses/110790.json +++ b/landing/lenses/110790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1039,19 +1039,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1197,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110990.json b/landing/lenses/110990.json index d2f15e008ecbb9b1278c9fa84ba31dd9a0da0011..aecf6716bf9fca114311e701511820c6ea75a08d 100644 --- a/landing/lenses/110990.json +++ b/landing/lenses/110990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1435,12 +1435,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cc922dac129b", + "target": "110990", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.553 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/111110.json b/landing/lenses/111110.json index 122894952564203ba268521e665f6fa678d7ed77..bb5724e175e1839279c0e1b1c0b2a06e101fff2b 100644 --- a/landing/lenses/111110.json +++ b/landing/lenses/111110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,6 +610,315 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "111110", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 25.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 3.75, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 40.88, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 10.22, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 40.57, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.09, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/111110/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/111110/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 경기관련소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/111110/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/111110/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/111110/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 40.88, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/111110/axes/자본구조", + "status": "derived", + "detail": "위험점수 28.46, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/111110/axes/유동성", + "status": "derived", + "detail": "위험점수 40.57, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/111110/axes/현금흐름", + "status": "derived", + "detail": "위험점수 25.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/111110/axes/사업안정성", + "status": "derived", + "detail": "위험점수 28.12, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/111110/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 31.38, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB+", + "score": 32.8, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 24.64, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2025", + "score": 32.27, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2024", + "score": 42.63, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2023", + "score": 22.83, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2022", + "score": 20.41, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2021", + "score": 26.77, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2020", + "score": 54.65, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2019", + "score": 34.02, + "grade": "BB+", + "pdEstimate": 0.75 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.4, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 41점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -737,6 +1046,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "111110", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.539, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.115, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.539 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -766,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,7 +1381,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -903,9 +1392,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1441,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -969,8 +1462,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/111380.json b/landing/lenses/111380.json index 12e70a5dd4f1f2631bb555df165a941172e62493..124daae063c914b879f4ac0d727327d78ff5181f 100644 --- a/landing/lenses/111380.json +++ b/landing/lenses/111380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,10 +1040,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111710.json b/landing/lenses/111710.json index 0316bbff472ef586ca56187ef6b24dfb3ce66b19..f94753322da84374f491a09a69fac1f678ecb394 100644 --- a/landing/lenses/111710.json +++ b/landing/lenses/111710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111770.json b/landing/lenses/111770.json index 90f2bb2cc6ccbfbddc22eda3d034fef2d95d7a67..bbd9822986076c3af363641d82fbc992bb60810a 100644 --- a/landing/lenses/111770.json +++ b/landing/lenses/111770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111820.json b/landing/lenses/111820.json index 27e6c0d9cdc51a04e55b373cfb84fab900552b0e..688353abe56c31c905ac5c2ee371b3f8e9152ab6 100644 --- a/landing/lenses/111820.json +++ b/landing/lenses/111820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111870.json b/landing/lenses/111870.json index 207ab9bbb9963c3a838f735d03f90af3ca431034..c20bfceb63b14e21c0a0ffce7bae8a44e0c46ff8 100644 --- a/landing/lenses/111870.json +++ b/landing/lenses/111870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112040.json b/landing/lenses/112040.json index ad056c2d9d398fb481e767ba1e7d84ba61d29d95..112295b3d8ca6eabb8ee3562ef435700001bfaa5 100644 --- a/landing/lenses/112040.json +++ b/landing/lenses/112040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.45, + "score": 34.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 33.11, + "score": 35.36, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1078,15 +1078,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.275, + "score": -0.28, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112190.json b/landing/lenses/112190.json index b9feae77640d3340a7824a1498198b379dde1421..496d2a5f626308a1a9bfdb1335e6a84a9f181076 100644 --- a/landing/lenses/112190.json +++ b/landing/lenses/112190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/112240.json b/landing/lenses/112240.json index 326df360dfae912883557dfc15f2f8705f3c445d..25adc818cd4ea310ae0b7230f27c2e4376123213 100644 --- a/landing/lenses/112240.json +++ b/landing/lenses/112240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112290.json b/landing/lenses/112290.json index 3b4807200cae1b0ecd580853330b60b1cdeb6724..577f3a3deb125444337b7dd8ac2b499edcbca096 100644 --- a/landing/lenses/112290.json +++ b/landing/lenses/112290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 10.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 13.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112610.json b/landing/lenses/112610.json index 4294e16bfe637b08184f07932517f8bd212ecd50..672b5a997098bf51192618a0c9c8338a92cd2991 100644 --- a/landing/lenses/112610.json +++ b/landing/lenses/112610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/113810.json b/landing/lenses/113810.json index 0b78bef876bf522d8b7966956e38153a48216021..f47c85e93c5e4da57aaf05db20c6d5dec0f836b9 100644 --- a/landing/lenses/113810.json +++ b/landing/lenses/113810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114090.json b/landing/lenses/114090.json index dbfd4a42a343010e9b5fd19b5f333e9785ec969a..57a8b34604d8361f7f6e0efdc86d5a460c2e0893 100644 --- a/landing/lenses/114090.json +++ b/landing/lenses/114090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e262f3c8e375", + "target": "114090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.445 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/114190.json b/landing/lenses/114190.json index 7144eaf9f504919c322a1f7701120026e18615b3..f0c48d05dabcfb857c5880677184446c5a816d3e 100644 --- a/landing/lenses/114190.json +++ b/landing/lenses/114190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.41, + "grade": "dCR-BB+", + "score": 32.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.21, + "grade": "dCR-BB+", + "score": 33.48, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:76647922aa41", - "target": "114190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/114450.json b/landing/lenses/114450.json index f4616c47344df7d000e2daf2c33b32f6f8124d03..de41514567326a30a2b027a077d2b847971c1335 100644 --- a/landing/lenses/114450.json +++ b/landing/lenses/114450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114630.json b/landing/lenses/114630.json index 5103c3bbd87a9e06da03512794c0aa149d601478..f4c643b2194c8b6c6e90175406e13438ca4497f9 100644 --- a/landing/lenses/114630.json +++ b/landing/lenses/114630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114810.json b/landing/lenses/114810.json index 8f4d46b45e1f3a203620d64390da97d63f552d97..beccd50e012ee158d185586cf7b929bd49e38867 100644 --- a/landing/lenses/114810.json +++ b/landing/lenses/114810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114840.json b/landing/lenses/114840.json index 7f549639331b0ba910d899957f7306d3da94670d..c8099c23b9d4aa0872ed9e81a01b208809482283 100644 --- a/landing/lenses/114840.json +++ b/landing/lenses/114840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1021,7 +1021,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115160.json b/landing/lenses/115160.json index 78c2354fedaae9df5407ec1b74746474c338fe4b..8d6eb336b0802a466e9b465916cfbca44eb4639e 100644 --- a/landing/lenses/115160.json +++ b/landing/lenses/115160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.29%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115180.json b/landing/lenses/115180.json index 09d2da305141d6751b6dc09ad75e4c46766a1ec4..9aeee398aac88401ef53e17849b70bc3b59bb3fa 100644 --- a/landing/lenses/115180.json +++ b/landing/lenses/115180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -927,7 +927,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1334,7 +1334,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1352,15 +1352,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/115310.json b/landing/lenses/115310.json index 521f5742e9b479c084dc0fbb1a494c1aef21a792..e350d63995e17f03d5a461341564911b16073fc4 100644 --- a/landing/lenses/115310.json +++ b/landing/lenses/115310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115440.json b/landing/lenses/115440.json index c30c8189a30fb2f39784a749f1716873dfe1716c..b2b0b2c8407263606d32535f253dcabaab1d9eac 100644 --- a/landing/lenses/115440.json +++ b/landing/lenses/115440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115450.json b/landing/lenses/115450.json index cb8b1eb1343235fb003b69c47da54e4fa765b830..f68b411aed5ccc4eebc8eddf6ee078081775efd1 100644 --- a/landing/lenses/115450.json +++ b/landing/lenses/115450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -976,19 +976,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1128,13 +1128,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1143,7 +1143,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,10 +1202,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1220,10 +1220,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115480.json b/landing/lenses/115480.json index 44ae52ff9412e4dcac551184e31e3eeee41d4c4f..71633d362d5b28bfb908dc389e8582c8521aecc8 100644 --- a/landing/lenses/115480.json +++ b/landing/lenses/115480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115500.json b/landing/lenses/115500.json index 9ffe20cde6464794ae70de29d601e10ce1ea6317..5242e120d46d98f96b9b7d8ad99d696f7d305492 100644 --- a/landing/lenses/115500.json +++ b/landing/lenses/115500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,6 +619,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "115500", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-08-23" + }, + "period": "2023", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A+", + "summary": "dCR 위험점수 10.60, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.66, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.17, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 30.84, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.63, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 25.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 3.75, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/115500/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/115500/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/115500/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/115500/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115500/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.66, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115500/axes/자본구조", + "status": "derived", + "detail": "위험점수 2.51, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115500/axes/유동성", + "status": "derived", + "detail": "위험점수 30.84, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115500/axes/현금흐름", + "status": "derived", + "detail": "위험점수 25.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115500/axes/사업안정성", + "status": "derived", + "detail": "위험점수 22.38, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/115500/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A+", + "score": 10.6, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A+", + "score": 10.82, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 10.45, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2025", + "score": 5.28, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2024", + "score": 7.69, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2023", + "score": 1.93, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 18.02, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2021", + "score": 3.29, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2020", + "score": 1.91, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 4.34, + "grade": "AA+", + "pdEstimate": 0.01 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.04, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 31점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -629,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -746,6 +1050,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "115500", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -756,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -775,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -900,8 +1344,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -912,9 +1356,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -959,9 +1405,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -979,7 +1441,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115530.json b/landing/lenses/115530.json index 45fbff8845e3f9f4fc87884eefb597aa0f422f16..1f2ea61901832e4d4e619f1442d95609bc28dc34 100644 --- a/landing/lenses/115530.json +++ b/landing/lenses/115530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 26.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 26.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,12 +1465,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fd62ad5a7bb0", + "target": "115530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.667 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115570.json b/landing/lenses/115570.json index 4ee5473fb4687019fa8e1ed41f143385a5d88260..8db84c66678bfe66a6e54b4a3cb1b7db69370aa7 100644 --- a/landing/lenses/115570.json +++ b/landing/lenses/115570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a1e2de761fde", - "target": "115570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.451 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115610.json b/landing/lenses/115610.json index 79fcb52e363e6a918476b596110c8a4d2d374f3b..1480bae0ab665a7d05308b0fca61425c2cd901bd 100644 --- a/landing/lenses/115610.json +++ b/landing/lenses/115610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,10 +1029,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117580.json b/landing/lenses/117580.json index 1d55812bb60195bec400deeebc8fdd73706042c8..b3d49df1c10e91f4e80c36b73361de4b303de81a 100644 --- a/landing/lenses/117580.json +++ b/landing/lenses/117580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 매우 우수하다.", + "label": "채무상환능력은 유틸리티 (캡티브금융조정) 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,51 +853,51 @@ "gradeHistory": [ { "period": "2026", - "score": 28.87, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 14.28, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 16.72, - "grade": "A-", - "pdEstimate": 0.08 + "score": 8.87, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2024", - "score": 27.41, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 17.07, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2023", - "score": 22.89, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 12.91, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2022", - "score": 48.47, - "grade": "B+", - "pdEstimate": 4.0 + "score": 41.69, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2021", - "score": 26.53, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 16.89, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2020", - "score": 19.05, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 9.87, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2019", - "score": 25.41, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 13.66, + "grade": "A", + "pdEstimate": 0.06 } ], "coverage": { @@ -917,7 +917,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.56%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117670.json b/landing/lenses/117670.json index bbced5e6472602522fc35527d5917fcd85c4c7af..0ce82379c37bdbf8c64a9542f75bafabba22dab9 100644 --- a/landing/lenses/117670.json +++ b/landing/lenses/117670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -556,18 +556,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 16.36, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 19.01, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -751,15 +751,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 16.36, + "grade": "dCR-A-", + "score": 19.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 16.73, + "grade": "dCR-A-", + "score": 19.4, "assumptions": { "scenarioStress": "moderate" } @@ -842,7 +842,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -852,6 +852,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -866,14 +867,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -993,10 +994,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1019,7 +1020,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1032,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1052,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1074,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1101,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1182,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117730.json b/landing/lenses/117730.json index 7b7c91766bdcab75c8fed2e1a8b737e5b2d1f0cc..8f5afc45e2ef81b491beb24b88edace08a7f5596 100644 --- a/landing/lenses/117730.json +++ b/landing/lenses/117730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -532,18 +532,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.57, + "score": 26.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.27, + "score": 26.93, "assumptions": { "scenarioStress": "moderate" } @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -962,15 +962,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -995,8 +995,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,17 +1041,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1120,7 +1120,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1129,7 +1129,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1364,88 +1364,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3afb4a8f9de2", - "target": "117730", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/118000.json b/landing/lenses/118000.json index f150e841839fff3e73f6e9bbe7967bb275d78cfc..22edd71c24367b867b413afea06179319b67c138 100644 --- a/landing/lenses/118000.json +++ b/landing/lenses/118000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118990.json b/landing/lenses/118990.json index 6234ab78be7330546523f0b7fc941ae7e05ed977..26378b3a2ee58600af6c1c002fbf209a44e4bb22 100644 --- a/landing/lenses/118990.json +++ b/landing/lenses/118990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119500.json b/landing/lenses/119500.json index 9edaa5ffcfd5cf0506692cc141deb219e9333473..d64081d52b121552ba54e65c79c055deb5a695e8 100644 --- a/landing/lenses/119500.json +++ b/landing/lenses/119500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119610.json b/landing/lenses/119610.json index 5352df32d4bc37266b2616bd66251609fd1af8a8..a96438cc6ecc97dac21b7374efbb502d13848256 100644 --- a/landing/lenses/119610.json +++ b/landing/lenses/119610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/119650.json b/landing/lenses/119650.json index 278da04324c9d174cfa667e33bac3cffbd816e4a..d54456755d9c1205843b1d33bd22cd07f3a43b2f 100644 --- a/landing/lenses/119650.json +++ b/landing/lenses/119650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119830.json b/landing/lenses/119830.json index f79d5c3324692bcd016a66af164f6275b45f4cb5..0b817d86b96440d6f5cbe46e9d4a6b95feb4e76e 100644 --- a/landing/lenses/119830.json +++ b/landing/lenses/119830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119850.json b/landing/lenses/119850.json index 1fc22a85a50193858e7be458d8b8e7daff1430d1..bdaa9b1c75d2ceffb1cb4ff9a713496494735787 100644 --- a/landing/lenses/119850.json +++ b/landing/lenses/119850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120030.json b/landing/lenses/120030.json index 92fa88c2b3b277ade44cb1991ccd99d02a92e530..6d73623ddf1462e8c789d6fb9930b594f94a66ed 100644 --- a/landing/lenses/120030.json +++ b/landing/lenses/120030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120110.json b/landing/lenses/120110.json index 645acb3a4f39a299d0c03e56a1c7d54b2807c273..3d9893cafea819a34517829f4d727f8815577aaa 100644 --- a/landing/lenses/120110.json +++ b/landing/lenses/120110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120240.json b/landing/lenses/120240.json index b2e934658967fc565a83ea129677f3dfe51d4354..e84efe951674c3a73bc1c182b91a8a02d880cf90 100644 --- a/landing/lenses/120240.json +++ b/landing/lenses/120240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121440.json b/landing/lenses/121440.json index fd22b61378b2d9ee3367889c7dcdb58be4c38fee..2e4c1e689dc8873be63af040737a8f42090a8530 100644 --- a/landing/lenses/121440.json +++ b/landing/lenses/121440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121600.json b/landing/lenses/121600.json index 9664c3a1d10f882a100c4c537d9fcdb86bae9f5b..ffc4f1a7a332dca526d88b49c8af8a2599c35adc 100644 --- a/landing/lenses/121600.json +++ b/landing/lenses/121600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 20.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,11 +653,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 4.61, + "value": 6.34, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.92, + "weight": 15, + "contribution": 0.95, "sourceRef": "axes.자본구조" }, { @@ -676,8 +676,8 @@ "value": 18.62, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 4.66, + "weight": 30, + "contribution": 5.59, "sourceRef": "axes.채무상환능력" } ], @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/121600/axes/채무상환능력", "status": "derived", - "detail": "위험점수 18.62, 가중치 25%" + "detail": "위험점수 18.62, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/121600/axes/자본구조", "status": "derived", - "detail": "위험점수 4.61, 가중치 20%" + "detail": "위험점수 6.34, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 20.09, + "score": 20.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 20.98, + "score": 21.44, "assumptions": { "scenarioStress": "moderate" } @@ -852,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 5.28, + "score": 6.42, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2025", - "score": 19.46, + "score": 20.5, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2024", - "score": 41.11, + "score": 38.78, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2023", - "score": 11.55, + "score": 12.54, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2022", - "score": 5.48, + "score": 5.43, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2021", - "score": 4.29, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.27, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2020", - "score": 19.65, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 16.14, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2019", - "score": 0.12, + "score": 0.17, "grade": "AAA", "pdEstimate": 0.0 } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121800.json b/landing/lenses/121800.json index 55cb38b6c652b15f11e333a46ca63f74c4431f7a..e8fca2b2fa711c38efcc07504f13c02231c8f17a 100644 --- a/landing/lenses/121800.json +++ b/landing/lenses/121800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121850.json b/landing/lenses/121850.json index b519be7b33933ac6a5d3ea89c5418695a554acb6..4f92551b3d7dc7524b580c4faf50a5a8277734bd 100644 --- a/landing/lenses/121850.json +++ b/landing/lenses/121850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "자본구조 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 208.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 276.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121890.json b/landing/lenses/121890.json index 09039a3eeb438fdf8be8dbe6053285d3f2540a9c..ae01267d1a3e8f6db97ebb919b019c3e0cfa0a94 100644 --- a/landing/lenses/121890.json +++ b/landing/lenses/121890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122310.json b/landing/lenses/122310.json index 0a2683bd479a4365908be162b41831a5e88a50c6..0163199f23ba7986a8871751862ff9dd423952ee 100644 --- a/landing/lenses/122310.json +++ b/landing/lenses/122310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122350.json b/landing/lenses/122350.json index c323f25ec562da60d72c46a1bd49ae2fd17dd2d5..68e9a15c778d478ee5f40c304630cb95fc281c29 100644 --- a/landing/lenses/122350.json +++ b/landing/lenses/122350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 43.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 43.58, + "score": 47.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 44.05, + "score": 47.82, "assumptions": { "scenarioStress": "moderate" } @@ -918,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 12.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1229,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1464,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:743bf3cfe478", - "target": "122350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122450.json b/landing/lenses/122450.json index 8d3731434b714a6a8083556519f3101b2b1c3af5..76f9fc05d87cdf8c1ad4ab12b064a34e2b14e896 100644 --- a/landing/lenses/122450.json +++ b/landing/lenses/122450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -608,6 +608,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "122450", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 36.63, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.49, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 17.95, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 1.79, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/122450/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/122450/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/122450/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/122450/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122450/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 17.74, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122450/axes/자본구조", + "status": "derived", + "detail": "위험점수 9.85, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122450/axes/유동성", + "status": "derived", + "detail": "위험점수 36.63, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122450/axes/현금흐름", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122450/axes/사업안정성", + "status": "derived", + "detail": "위험점수 17.95, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/122450/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB+", + "score": 19.4, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB+", + "score": 20.72, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 13.89, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2025", + "score": 25.53, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2024", + "score": 22.5, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2023", + "score": 31.79, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2022", + "score": 31.42, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2021", + "score": 27.09, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2020", + "score": 18.95, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2019", + "score": 18.65, + "grade": "A-", + "pdEstimate": 0.08 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-1", + "pdEstimate": 0.15, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 37점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -618,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -735,6 +1039,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "122450", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.5, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.175, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "overOptimism" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "overOptimism" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -745,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -764,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -787,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -795,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -890,7 +1374,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -901,9 +1385,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -948,9 +1434,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -963,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:96927ab367b0", + "target": "122450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122640.json b/landing/lenses/122640.json index d3248166ef1f1078219d4c0e53f6a755a2a850f6..7eebc3f40760a900c3d6616f569de829aef9c1fb 100644 --- a/landing/lenses/122640.json +++ b/landing/lenses/122640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122690.json b/landing/lenses/122690.json index 87d595f1a0f91570956b0597e90a6250e5f04ff0..05193e6b7d681105ce392acaffccf5854580ac76 100644 --- a/landing/lenses/122690.json +++ b/landing/lenses/122690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 12.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1566,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1588,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,8 +1606,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/122830.json b/landing/lenses/122830.json new file mode 100644 index 0000000000000000000000000000000000000000..47a272be04d9d0a3133615ad59d01eaf4467df49 --- /dev/null +++ b/landing/lenses/122830.json @@ -0,0 +1,771 @@ +{ + "schemaVersion": 1, + "target": "122830", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "122830", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-08-23" + }, + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "122830", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "mappingUpdatedAt": "2026-04-14", + "financialPeriod": null, + "retrievedAt": "2026-08-23" + }, + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "소프트웨어·IT서비스 · 플랫폼", + "summary": "소프트웨어·IT서비스 가치사슬의 플랫폼 위치입니다. 대표 근거 블록 1/6개를 확보했습니다." + }, + "confidence": { + "level": "low", + "score": 48.3, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [ + { + "id": "valueChainPosition", + "label": "가치사슬 위치", + "value": "플랫폼", + "direction": "neutral", + "sourceRef": "stage" + } + ], + "claims": [], + "evidence": [ + { + "id": "industry.position", + "kind": "industryNode", + "sourceRef": "dartlab://industry/122830/position", + "status": "observed", + "observedAt": "2026-04-14", + "detail": "source=product, confidence=0.8" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 1, + "totalBlocks": 6, + "blocks": { + "position": true, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 10, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "122830", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "122830", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 2.75, + "unit": "%p", + "signal": "rising", + "change": 0.020000000000000018, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 2.75, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-08-20", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-08-21", + "detail": "한국 기준금리 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/122830/product" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + } + ], + "scenarios": [ + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 2 + } + } + }, + "statusCounts": { + "blocked": 1, + "partial": 3 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/122830/product", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/122870.json b/landing/lenses/122870.json index 51fe2ce800d8a0ac5c5964fa48bd77bcc85a0fff..e330f270c85c7e64377fbaceb6949ec7f414f4d1 100644 --- a/landing/lenses/122870.json +++ b/landing/lenses/122870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,8 +1457,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/122900.json b/landing/lenses/122900.json index 8c8a655bda79666a236156b6acf35ec9b99a72d5..645c3c5bdd0057956d700409897eaa898144798b 100644 --- a/landing/lenses/122900.json +++ b/landing/lenses/122900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1514,7 +1514,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1536,7 +1536,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1554,8 +1554,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/122990.json b/landing/lenses/122990.json index 47c7ab78df9146386793a4c82bb0cf0cba538b6e..164c733b1474d1c6d14dcd0ae14f7014113e6e8e 100644 --- a/landing/lenses/122990.json +++ b/landing/lenses/122990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123010.json b/landing/lenses/123010.json index b3c89e6746d6f2bcc17cc8205a86896c6540bf23..f723da9a51a363ea555c3df0c501984b54d60b37 100644 --- a/landing/lenses/123010.json +++ b/landing/lenses/123010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123040.json b/landing/lenses/123040.json index e6133c971d283c3c97859e8290db66f1bfa661fa..26bafceb2239c466eebc05fc787ea9f19e8246fe 100644 --- a/landing/lenses/123040.json +++ b/landing/lenses/123040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "자본구조 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/123330.json b/landing/lenses/123330.json index 1beec4dccd527f2f3348b3222f8b01f33e6ba568..fd0463d8337f87b07c05975c626201aada8a9f16 100644 --- a/landing/lenses/123330.json +++ b/landing/lenses/123330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123410.json b/landing/lenses/123410.json index 43bbf8ee298802e9db1e4f1d6aa5cee0cbf543bc..6a526595fd709765e1c524b9a6d1469688b1a0b2 100644 --- a/landing/lenses/123410.json +++ b/landing/lenses/123410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bce8d478737e", + "target": "123410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.89 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123420.json b/landing/lenses/123420.json index b97c0a88dfe107cd351065fbe2baa9c40b8433c7..7a786bf0d6e64c36068c8939ebf4a7f46320ca27 100644 --- a/landing/lenses/123420.json +++ b/landing/lenses/123420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123570.json b/landing/lenses/123570.json index 01dbd11febc1301b9ee993b6e3133b7d868c4da0..6f8d060a6a447ad16fefd2362c25fc3c880e7145 100644 --- a/landing/lenses/123570.json +++ b/landing/lenses/123570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123690.json b/landing/lenses/123690.json index cf44c59ac196e06787b0da73301394da2d992225..76bd748f1f5f23f0c1b0d1b6ae6ec585378a27cf 100644 --- a/landing/lenses/123690.json +++ b/landing/lenses/123690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123700.json b/landing/lenses/123700.json index ac4cee86d4acb5a3f2f643b122c77795be1df703..74556e59527c927fa29eb89e87ee886e84eeb988 100644 --- a/landing/lenses/123700.json +++ b/landing/lenses/123700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123750.json b/landing/lenses/123750.json index 6e277f4b4a6ee88a9e19f309c45db894578144cd..fceeeacfde287fcae931c598065ff072fdd57bc5 100644 --- a/landing/lenses/123750.json +++ b/landing/lenses/123750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123840.json b/landing/lenses/123840.json index 30e29279d949d5c5b0e384d60b8610d39bf36514..77fc726329b45535d3215c5d4fb94dc7f83928cd 100644 --- a/landing/lenses/123840.json +++ b/landing/lenses/123840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 461.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 464.57%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123860.json b/landing/lenses/123860.json index 2c79252d98513421a1770ab9c8a9e61591134b88..1a564442356447d461e7bd24f9fef42e6b4ccbbd 100644 --- a/landing/lenses/123860.json +++ b/landing/lenses/123860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123890.json b/landing/lenses/123890.json index 83f26290f72b85db086d2a0a9383ef91d1611328..d569a8d4d53aa6a504c100fd093a4c2d774d0ba4 100644 --- a/landing/lenses/123890.json +++ b/landing/lenses/123890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1170,7 +1170,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1192,7 +1192,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1210,8 +1210,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/124500.json b/landing/lenses/124500.json index 3fd85ce9036437cf0824167bc5d762963fa40eae..2ebda1bef27664b1c874a301842759bd9e1445dd 100644 --- a/landing/lenses/124500.json +++ b/landing/lenses/124500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,7 +772,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/124500/axes/자본구조", "status": "derived", - "detail": "위험점수 13.35, 가중치 20%" + "detail": "위험점수 18.73, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.64, + "grade": "dCR-A-", + "score": 18.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 20.96, + "score": 19.7, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -852,51 +857,51 @@ "gradeHistory": [ { "period": "2026", - "score": 19.25, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 24.53, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2025", - "score": 18.1, - "grade": "A-", - "pdEstimate": 0.08 + "score": 21.33, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2024", - "score": 35.39, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 38.65, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2023", - "score": 48.91, + "score": 51.76, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2022", - "score": 29.38, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 32.72, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2021", - "score": 31.45, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 34.57, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2020", - "score": 35.75, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 37.86, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2019", - "score": 31.09, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 33.55, + "grade": "BB+", + "pdEstimate": 0.75 } ], "coverage": { @@ -907,7 +912,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124560.json b/landing/lenses/124560.json index 317246a2e7dce33198498d7e55521492798a9f58..3e77ae707056053bf01c645e6d2a4d146f0a91a5 100644 --- a/landing/lenses/124560.json +++ b/landing/lenses/124560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1532,7 +1532,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1554,7 +1554,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1572,8 +1572,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/125020.json b/landing/lenses/125020.json index 79f752d7cf5b9546da001d1725f6e83a85121d70..6a60abbb568f1e739aa507a226ca81c1665bec0e 100644 --- a/landing/lenses/125020.json +++ b/landing/lenses/125020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125210.json b/landing/lenses/125210.json index dcfa00a2f6c3d3dd5ea94ec9d3cc306722ac9080..aa4847c4f8f46fa98aced5089e529b4777ec0612 100644 --- a/landing/lenses/125210.json +++ b/landing/lenses/125210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1436,12 +1436,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:07d8a0c4518a", + "target": "125210", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/125490.json b/landing/lenses/125490.json index 1f236077fb91c1de6683e6e09432f1f3c03ebeaa..a1617ecf82e0ab3ea990551877d67a6eec77a4c9 100644 --- a/landing/lenses/125490.json +++ b/landing/lenses/125490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126340.json b/landing/lenses/126340.json index 9d6210cf9842b987f9a662a390ba703cda2cf11b..ed502dd27c477d3e23f5a614fe07869bbc4f25dc 100644 --- a/landing/lenses/126340.json +++ b/landing/lenses/126340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.38%). 최근 주가 하락이 반영된 결과", "D/EBITDA 53.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126560.json b/landing/lenses/126560.json index 37c7ef17ad23afa157fc7494225c6bf20741886e..79d2e6509f87c7f560237696f8a3ec1d4fa15c07 100644 --- a/landing/lenses/126560.json +++ b/landing/lenses/126560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,6 +611,311 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "126560", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A", + "summary": "dCR 위험점수 15.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 0.18, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.04, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 33.8, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.38, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 30.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.5, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/126560/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/126560/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/126560/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/126560/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/126560/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 10.59, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/126560/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.18, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/126560/axes/유동성", + "status": "derived", + "detail": "위험점수 30.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/126560/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/126560/axes/사업안정성", + "status": "derived", + "detail": "위험점수 33.80, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/126560/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A", + "score": 15.16, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A", + "score": 15.6, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.12, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 8.53, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2024", + "score": 19.71, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2023", + "score": 30.64, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2022", + "score": 28.63, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2021", + "score": 1.16, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 3.81, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2019", + "score": 1.92, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.06, + "notchAdjustment": null, + "divergenceExplanation": [ + "사업안정성 축이 34점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -738,6 +1043,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "126560", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.085, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.085, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.085 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -767,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1378,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1389,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1438,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/126600.json b/landing/lenses/126600.json index 4853ad23f7fbfe4a1b93061dc5eb59ed32627a18..f238814e44b7f1161a62ee0469c2ce3d4092bc18 100644 --- a/landing/lenses/126600.json +++ b/landing/lenses/126600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126640.json b/landing/lenses/126640.json index c517c43367baacb961122654999a3dfe8b6bfcb7..447c7c9a41c13f814a0eca7df9b3b1753f98e057 100644 --- a/landing/lenses/126640.json +++ b/landing/lenses/126640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126700.json b/landing/lenses/126700.json index 7d998a756712c8b407d818d51693977d88e5706e..d1da3b8d0d411ad512ab85407cef9bc97fafd0d9 100644 --- a/landing/lenses/126700.json +++ b/landing/lenses/126700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8912c75fdcf7", - "target": "126700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/126720.json b/landing/lenses/126720.json index 69a2c029614980337014652876486f7d2d0e8aff..d7abfc7aca6d6885b64ca19ecde6c99ffc6d5bb6 100644 --- a/landing/lenses/126720.json +++ b/landing/lenses/126720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,12 +660,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126730.json b/landing/lenses/126730.json index 8479917cd77199e718680c9830b6a9b0eab782c1..b296fb349be77cb878d7916998e3c6ebba3b6dc5 100644 --- a/landing/lenses/126730.json +++ b/landing/lenses/126730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -734,7 +734,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -747,7 +747,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -800,7 +800,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -825,7 +825,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -900,10 +900,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -931,7 +931,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1153,7 +1153,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1171,15 +1171,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/126870.json b/landing/lenses/126870.json index 02406e5d9a9e0475ae7ad773c60dbeff6eb8f88a..32e23382f52c4b550e4b4af5d8eafab4940822d7 100644 --- a/landing/lenses/126870.json +++ b/landing/lenses/126870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126880.json b/landing/lenses/126880.json index 763edf9b007b3e0e4acad73b3d7953fc5a72b8f8..6ca2a94adc6a588010529e9fa082478bef3b5bb1 100644 --- a/landing/lenses/126880.json +++ b/landing/lenses/126880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127120.json b/landing/lenses/127120.json index 93cbf1dc878ede33a7e626e338515101fe13dd5a..1e7c44776f2c9a0dccef2c286ff2d3a8bff64c6a 100644 --- a/landing/lenses/127120.json +++ b/landing/lenses/127120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,15 +893,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -919,15 +919,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.115, + "score": -0.12, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,88 +1303,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7be3644d616e", - "target": "127120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/127710.json b/landing/lenses/127710.json index 8c6030df645de755bcde54682b90dbc9d01eebe1..2e5dbfcfbe2673fbadaf9375e93f74c459d0498c 100644 --- a/landing/lenses/127710.json +++ b/landing/lenses/127710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127980.json b/landing/lenses/127980.json index 315c6162a9dfb925bd7645da9eb83c4d1f81be49..25a6158aef26ac7fadd1045a9af4e2697d1e8f71 100644 --- a/landing/lenses/127980.json +++ b/landing/lenses/127980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128540.json b/landing/lenses/128540.json index 8b160b173ac0228df5c2a2fd90f8e2d6394ba1d7..87082aac9c6648421a0bac42b578c7ccda1b3b41 100644 --- a/landing/lenses/128540.json +++ b/landing/lenses/128540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128660.json b/landing/lenses/128660.json index fa6e4739fa316e3f15bbdf25145e65555f6a0733..08c523dacf5c014f441484eb2e90a3eed351244e 100644 --- a/landing/lenses/128660.json +++ b/landing/lenses/128660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128820.json b/landing/lenses/128820.json index 2281201032811fe26d7cee8d5d4bc2a7b1499263..4ce7d6ccc5b193a22128c3ca4f5eaae908a8bf90 100644 --- a/landing/lenses/128820.json +++ b/landing/lenses/128820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128940.json b/landing/lenses/128940.json index 4652de1f5bb801e84d7aee9f34d93139936f4e8f..5c5bd97b0f1a0f8a4e335d9b98c44b7c2e118df1 100644 --- a/landing/lenses/128940.json +++ b/landing/lenses/128940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129260.json b/landing/lenses/129260.json index 0a2fce763e9412adde051a4802480df7016cade9..d471020c0b9a6072129d32b80856cc0732228cd2 100644 --- a/landing/lenses/129260.json +++ b/landing/lenses/129260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129890.json b/landing/lenses/129890.json index 3afc2c4e88f6d4103db2b14d7a3279d42e0bb39e..d72587b43c9ad0c3788a4e171f42f891320bf1d4 100644 --- a/landing/lenses/129890.json +++ b/landing/lenses/129890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -961,7 +961,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129920.json b/landing/lenses/129920.json index f2a4348f0fbcf21ac7cf90219257c79cbe288207..d8b46ca84588bc4cb38eb7dcc6918161c9f0da32 100644 --- a/landing/lenses/129920.json +++ b/landing/lenses/129920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -496,18 +496,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.14, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.02, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.14, + "score": 52.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.52, + "score": 53.19, "assumptions": { "scenarioStress": "moderate" } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,10 +991,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130500.json b/landing/lenses/130500.json index 61e41f128aa91ca45e413dc0bb156bcaaaf51385..de79251438c5f07c781210cc1d94b0db7df721f3 100644 --- a/landing/lenses/130500.json +++ b/landing/lenses/130500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130580.json b/landing/lenses/130580.json index 690bd6a9f7f55bbd66fca42e397aab059b5404e6..d219089ab9026cc61373e491335acb7ed1266323 100644 --- a/landing/lenses/130580.json +++ b/landing/lenses/130580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/130660.json b/landing/lenses/130660.json index 90ccf7ed0caabb5d40dc328614decd5e935308e2..7aef4d5719163ab7b3af86c71b7896daec610ad7 100644 --- a/landing/lenses/130660.json +++ b/landing/lenses/130660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130740.json b/landing/lenses/130740.json index 4a3ed168a3abaad3ce723658bb23026e78abd1e1..7279afa45f2a594a0b7105842638409a87585dc9 100644 --- a/landing/lenses/130740.json +++ b/landing/lenses/130740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,15 +1597,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/131030.json b/landing/lenses/131030.json index bb4f45093b96d5e64d04d0d1ce1e15dfb5867791..553bc7ae77ac536fcddfe4de2303463a8aa09e11 100644 --- a/landing/lenses/131030.json +++ b/landing/lenses/131030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131090.json b/landing/lenses/131090.json index 4d2d2bbff93493e2bfc7d26b45b6dea8c11b6cc5..d98715e00fe7af3221cd9c3508d9a8429f377893 100644 --- a/landing/lenses/131090.json +++ b/landing/lenses/131090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131100.json b/landing/lenses/131100.json index 17b9d31d9807a7f1d6ba00321f773ee096bed9f1..1c9743f163c8cc60860f50e3d392177d77df5447 100644 --- a/landing/lenses/131100.json +++ b/landing/lenses/131100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,6 +621,316 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "131100", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-08-23" + }, + "period": "2023", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 5.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.75, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 51.7, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 7.75, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 45.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 4.5, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/131100/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/131100/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/131100/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/131100/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131100/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 19.61, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131100/axes/자본구조", + "status": "derived", + "detail": "위험점수 13.12, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131100/axes/유동성", + "status": "derived", + "detail": "위험점수 51.70, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131100/axes/현금흐름", + "status": "derived", + "detail": "위험점수 5.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131100/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/131100/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB", + "score": 26.91, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 27.98, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 12.14, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2025", + "score": 19.04, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2024", + "score": 27.9, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2023", + "score": 30.92, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2022", + "score": 42.31, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2021", + "score": 47.39, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2020", + "score": 67.1, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2019", + "score": 5.31, + "grade": "AA", + "pdEstimate": 0.02 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.25, + "notchAdjustment": null, + "divergenceExplanation": [ + "유동성 축이 52점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 116.83%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -631,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -748,6 +1058,176 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "131100", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2022", + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 61.3, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 1.0, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2022", + "period": "2022", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 1.0 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2022", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2022", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -758,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -777,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -804,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -818,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -826,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -842,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -986,7 +1466,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 4, + "usable": 1 }, "gaps": [ { @@ -997,9 +1478,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1044,9 +1527,18 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1078,7 +1570,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/131180.json b/landing/lenses/131180.json index a9b18bb247f5c8bf821a50f2ac8137e2bf956c24..15dd304aebdbe865625f7543be688a85892e4643 100644 --- a/landing/lenses/131180.json +++ b/landing/lenses/131180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131220.json b/landing/lenses/131220.json index c7ac658e2c19a62b6366dfaf4a3fb61a20426158..e14a97e00a10297741a4ddaaa019bd2c77577fad 100644 --- a/landing/lenses/131220.json +++ b/landing/lenses/131220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131290.json b/landing/lenses/131290.json index 896ed48fb618b2597dbda5d0f29ccfdb779d4db5..24f49198c3d7126410c5bd3663f4d7b4ae0ce6d3 100644 --- a/landing/lenses/131290.json +++ b/landing/lenses/131290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131370.json b/landing/lenses/131370.json index 7c4e1f2ef1850b8e0f48dab44f7f0bb47a9350c8..baa0a234ccd3a91077a96c65f832ca75ac803c98 100644 --- a/landing/lenses/131370.json +++ b/landing/lenses/131370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,11 +653,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 0.84, + "value": 1.0, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.17, + "contribution": 0.2, "sourceRef": "axes.자본구조" }, { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,7 +772,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/131370/axes/자본구조", "status": "derived", - "detail": "위험점수 0.84, 가중치 20%" + "detail": "위험점수 1.00, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.98, + "score": 12.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.85, + "score": 12.92, "assumptions": { "scenarioStress": "moderate" } @@ -852,49 +852,49 @@ "gradeHistory": [ { "period": "2026", - "score": 1.25, + "score": 1.48, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 12.65, + "score": 12.74, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2024", - "score": 13.51, + "score": 13.74, "grade": "A", "pdEstimate": 0.06 }, { "period": "2023", - "score": 0.72, + "score": 0.79, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 9.28, + "score": 9.36, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2021", - "score": 0.17, + "score": 0.25, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 15.3, + "score": 15.53, "grade": "A", "pdEstimate": 0.06 }, { "period": "2019", - "score": 20.06, + "score": 20.37, "grade": "BBB+", "pdEstimate": 0.15 } @@ -910,6 +910,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131400.json b/landing/lenses/131400.json index b955c9e8da6e26aaf5eb84f305524a4e55a84672..93fadd4e0cabbd39f870ee1d595f0b67b8a1be5c 100644 --- a/landing/lenses/131400.json +++ b/landing/lenses/131400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.39, + "score": -0.395, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131760.json b/landing/lenses/131760.json index 26bfdd2b3032c4da85aaad38c5c157441a62101b..43aa89a4bac910ead18c73ab06bacd5dbf6cc4e4 100644 --- a/landing/lenses/131760.json +++ b/landing/lenses/131760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131970.json b/landing/lenses/131970.json index 58de44d8d51d5babee0565a3ba9ee92eb856729c..28f4e8674a144484ef5a96308ed01bdc48a05d31 100644 --- a/landing/lenses/131970.json +++ b/landing/lenses/131970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133750.json b/landing/lenses/133750.json index d39b51815632370d1eafede0086d75e0e4124e72..abd24812514de9123b52b6bcec450fdadbb72940 100644 --- a/landing/lenses/133750.json +++ b/landing/lenses/133750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133820.json b/landing/lenses/133820.json index f102fe5c051f396cb0f79dcb1cfd9d36c28a4cd4..81b640265b4624b70f5f4383b13960c46d12be1c 100644 --- a/landing/lenses/133820.json +++ b/landing/lenses/133820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 14.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 18.94%). 최근 주가 하락이 반영된 결과", "D/EBITDA 50.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,14 +1079,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.22, + "score": 0.215, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,15 +1597,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/134060.json b/landing/lenses/134060.json index af6322df73a6231fde0f4240edb50f417e560542..54d22b0e148ddf7a07c24147cf3a868672cf5cee 100644 --- a/landing/lenses/134060.json +++ b/landing/lenses/134060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134380.json b/landing/lenses/134380.json index 78b9d437bf56800c6ab4ed13a14625093387af85..3b4d53393daf8f54989b9e21e4ecdc33910fed39 100644 --- a/landing/lenses/134380.json +++ b/landing/lenses/134380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134580.json b/landing/lenses/134580.json index 35ed68a9abbb7a94f7accfec95f4ece7e3adf121..e508d59e2d70a97bf942ddc5097a2d369a438b7b 100644 --- a/landing/lenses/134580.json +++ b/landing/lenses/134580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134780.json b/landing/lenses/134780.json index 20fa47e20502bda8456667d884fa939580020f45..f4c803e515ddc8674a71b3ce051d5d767f760403 100644 --- a/landing/lenses/134780.json +++ b/landing/lenses/134780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 30.1, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 4.51, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/134780/axes/유동성", "status": "derived", "detail": "위험점수 30.10, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/134780/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -593,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -937,13 +953,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/134790.json b/landing/lenses/134790.json index f55c4616d19e48dd811f4fdf2490ce20fbebbbdb..bb133d5aad6bf85151bd0c33bddfb30c5b58c61a 100644 --- a/landing/lenses/134790.json +++ b/landing/lenses/134790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/135160.json b/landing/lenses/135160.json index f2b939cee55f82f2d33d4cbd99c0cd39ed620cc8..3e7bfc79f2e61e6db263fdb9d9ffd8f9f8889f9a 100644 --- a/landing/lenses/135160.json +++ b/landing/lenses/135160.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136150.json b/landing/lenses/136150.json index e29b82e065dd04b28617a6013afee567944a44a5..a3feece85c4e26ef22dc88ee0d74c07425b9fdc8 100644 --- a/landing/lenses/136150.json +++ b/landing/lenses/136150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136410.json b/landing/lenses/136410.json index 3d8fadda5e3480c93e9b3d5523acb5cdd17f9b63..fa16f515bdbaa3cf7f81af46b511f73a47d74c64 100644 --- a/landing/lenses/136410.json +++ b/landing/lenses/136410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -846,7 +846,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1146,7 +1146,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,12 +1390,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a118077a0327", + "target": "136410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/136480.json b/landing/lenses/136480.json index 3355fb04c4c3b99eafc1371d39324fa6d9f6a452..dea52be8fb1bb3643de0613bc51ddca4fcc664b9 100644 --- a/landing/lenses/136480.json +++ b/landing/lenses/136480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 필수소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:223c607898a2", + "target": "136480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.324 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/136490.json b/landing/lenses/136490.json index f9586409dbdd17c7058902e225a86619dea3a759..e2cb99de60d354703db3f4fb15e2614b9265b876 100644 --- a/landing/lenses/136490.json +++ b/landing/lenses/136490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136510.json b/landing/lenses/136510.json index f27505d4e9b3e4909f10264335977c3bca99222b..9ca83845b7046bcd4b858b93e6baa128f6f2eab3 100644 --- a/landing/lenses/136510.json +++ b/landing/lenses/136510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136540.json b/landing/lenses/136540.json index 45fcfd0bf5ba77d230bf298869b6a3dd36be6bfc..29c184fe72a4c6b68032c453f2bd06ac55d924f4 100644 --- a/landing/lenses/136540.json +++ b/landing/lenses/136540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137080.json b/landing/lenses/137080.json index 4dcd83e3314e5db2abbff773420a33809d897a1a..78d91cb9c75663c63937a031d3b4391cdbefb24b 100644 --- a/landing/lenses/137080.json +++ b/landing/lenses/137080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137310.json b/landing/lenses/137310.json index 87d902910fc9b7db9f9d59a0c5aa28f861d09e89..2512eb13bbc4901e97b05cbaf57411cb5dba3365 100644 --- a/landing/lenses/137310.json +++ b/landing/lenses/137310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,17 +991,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1068,7 +1068,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1077,7 +1077,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137400.json b/landing/lenses/137400.json index 079b3cebebe8a4ec1949d1ced4101698654d3968..f776d380a245b73123ef2fb71a509f78e83d171b 100644 --- a/landing/lenses/137400.json +++ b/landing/lenses/137400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -608,6 +608,317 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "137400", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB", + "summary": "dCR 위험점수 27.95, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 18.87, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 2.83, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 43.27, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.49, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 37.52, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.75, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/137400/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/137400/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/137400/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/137400/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137400/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 25.80, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137400/axes/자본구조", + "status": "derived", + "detail": "위험점수 18.87, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137400/axes/유동성", + "status": "derived", + "detail": "위험점수 36.76, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137400/axes/현금흐름", + "status": "derived", + "detail": "위험점수 43.27, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137400/axes/사업안정성", + "status": "derived", + "detail": "위험점수 37.52, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/137400/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB", + "score": 27.95, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB", + "score": 28.81, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 27.06, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2025", + "score": 27.67, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2024", + "score": 15.18, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2023", + "score": 34.71, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2022", + "score": 21.74, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2021", + "score": 16.01, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2020", + "score": 19.43, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2019", + "score": 70.09, + "grade": "CCC", + "pdEstimate": 15.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.25, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "현금흐름 축이 43점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 7.15%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -618,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -735,6 +1046,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "137400", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.013, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.115, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.013 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -745,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -764,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -787,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -795,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -890,7 +1381,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -901,9 +1392,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -948,9 +1441,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -967,8 +1462,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/137940.json b/landing/lenses/137940.json index 48bb356a5d3a1cae965cd298c29302ce9039428e..010b96594813da96daecd6ddc1df1ccac1646bce 100644 --- a/landing/lenses/137940.json +++ b/landing/lenses/137940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c14501998e7b", - "target": "137940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/137950.json b/landing/lenses/137950.json index 701e0e3bee8236e66331dce15840d138e7f02196..b3846a4db2d17f2f03851c1742f94a0317008868 100644 --- a/landing/lenses/137950.json +++ b/landing/lenses/137950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1605,7 +1605,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1627,7 +1627,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1645,8 +1645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/138040.json b/landing/lenses/138040.json index 6392b35c6c82e326233d865bb0b0ece7249306bd..561f10f54b7671fe1f62b81baa0fccaa8cde8d1a 100644 --- a/landing/lenses/138040.json +++ b/landing/lenses/138040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -719,7 +719,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.02, + "score": 0.015, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,8 +781,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,10 +919,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -991,7 +991,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138070.json b/landing/lenses/138070.json index 65608d8f9dfa57388cc1422fd3bb3e90bfd7eceb..d4156df0d1b941e74ab5a7318b24d2d2ba6d48aa 100644 --- a/landing/lenses/138070.json +++ b/landing/lenses/138070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.57, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.05, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,31 +654,31 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 6.24, + "value": 5.85, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 1.25, + "weight": 15, + "contribution": 0.88, "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 51.56, + "value": 38.19, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 12.89, + "weight": 30, + "contribution": 11.46, "sourceRef": "axes.채무상환능력" }, { "id": "axis.유동성", "label": "유동성", - "value": 30.67, + "value": 30.0, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.6, + "contribution": 4.5, "sourceRef": "axes.유동성" } ], @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,21 +766,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/138070/axes/채무상환능력", "status": "derived", - "detail": "위험점수 51.56, 가중치 25%" + "detail": "위험점수 38.19, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/138070/axes/자본구조", "status": "derived", - "detail": "위험점수 6.24, 가중치 20%" + "detail": "위험점수 5.85, 가중치 15%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/138070/axes/유동성", "status": "derived", - "detail": "위험점수 30.67, 가중치 15%" + "detail": "위험점수 30.00, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.57, + "grade": "dCR-BBB", + "score": 26.05, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 29.23, + "grade": "dCR-BBB", + "score": 26.45, "assumptions": { "scenarioStress": "moderate" } @@ -853,51 +853,51 @@ "gradeHistory": [ { "period": "2026", - "score": 3.16, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 0.83, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2025", - "score": 40.49, + "score": 38.93, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2024", - "score": 27.75, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 18.63, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2023", - "score": 11.52, - "grade": "A+", - "pdEstimate": 0.04 + "score": 8.62, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2022", - "score": 6.28, + "score": 5.81, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2021", - "score": 6.78, + "score": 6.31, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2020", - "score": 26.36, + "score": 24.68, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2019", - "score": 11.48, - "grade": "A+", - "pdEstimate": 0.04 + "score": 9.8, + "grade": "AA-", + "pdEstimate": 0.03 } ], "coverage": { @@ -908,10 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 52점으로 등급 하방 압력", + "채무상환능력 축이 38점으로 등급 하방 압력", "D/EBITDA 32.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/138080.json b/landing/lenses/138080.json index b48019f6287c93721c3421dffea5ae16bfda85f4..db50c6995d3b5e6b2a60e14d2dfc73c1be7f2888 100644 --- a/landing/lenses/138080.json +++ b/landing/lenses/138080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138360.json b/landing/lenses/138360.json index da71c96b2f0c4f058a3fd8bb3a7f1921e2b5d6f4..e8e61786c85bd1365f9725ef55b49ca760063456 100644 --- a/landing/lenses/138360.json +++ b/landing/lenses/138360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138490.json b/landing/lenses/138490.json index 091f7fd55c8ac6cc088d673bc40f87068b39a0b3..b379b99c2d0bb9ed8e2bf264d481da83cb97af2d 100644 --- a/landing/lenses/138490.json +++ b/landing/lenses/138490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-27", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-27", "period": "2025", "status": "derived", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-27", "period": "2025", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138610.json b/landing/lenses/138610.json index a11799ca34b79a2a50f8f59ca024adf4a49ed1ef..afb2566f170de3a25f02a7ab4737e5b178a1eb3c 100644 --- a/landing/lenses/138610.json +++ b/landing/lenses/138610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138930.json b/landing/lenses/138930.json index 8fbdf232575f9937863f3608b19a131ddb6e47cf..9a184dfd8f58cc2da20fa8f5c5fae6b8ded4ccb5 100644 --- a/landing/lenses/138930.json +++ b/landing/lenses/138930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,8 +1186,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/139050.json b/landing/lenses/139050.json index 11746ddf3f37a46c79eb2c5a770afdc422c9831e..c24816f424e237cf0a16baa8c6001bd366bec65e 100644 --- a/landing/lenses/139050.json +++ b/landing/lenses/139050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-07", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.245, + "score": 0.24, "direction": "positive", "sourceRef": "expectation.score" }, @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-07", "period": "2025", "status": "derived", @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-07", "period": "2025", "status": "observed", @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139130.json b/landing/lenses/139130.json index f74000290bb427a2d25803e5edcd55d4879e688b..3b954434cf022714cd77e4717e9372878d2c530e 100644 --- a/landing/lenses/139130.json +++ b/landing/lenses/139130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,12 +1139,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b3633e157637", + "target": "139130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.241 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/139480.json b/landing/lenses/139480.json index e2ccd81b6ad94cf7920128236a27a0344ac48eea..081fdb3e514aefe0a168f79f720c4034902438b3 100644 --- a/landing/lenses/139480.json +++ b/landing/lenses/139480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1516,7 +1516,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1538,7 +1538,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1556,15 +1556,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/139670.json b/landing/lenses/139670.json index 3a1453a1c810b80e104b86cf9ad729d65dd04b0c..45334c83c7041c89344e52d0c9b314fdc6cda4b9 100644 --- a/landing/lenses/139670.json +++ b/landing/lenses/139670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139990.json b/landing/lenses/139990.json index e2b20ddddab79a08da5fc4f952f62a0fa0c9732f..de1a343db9803485f9720d42ab328139ea1240aa 100644 --- a/landing/lenses/139990.json +++ b/landing/lenses/139990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "자본구조 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 21.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 22.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -954,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140070.json b/landing/lenses/140070.json index fea606697d6323c1e9aadc37f7901a333851d3c8..84f88df7f3adbcb1037e9a1cf7d945c04656eb09 100644 --- a/landing/lenses/140070.json +++ b/landing/lenses/140070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,8 +1551,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/140410.json b/landing/lenses/140410.json index 4627b4a2fa9eda66c6b82917c5ba1ed3c36bb76c..0678ea07983275c7839e913f03a30a6664e82c0f 100644 --- a/landing/lenses/140410.json +++ b/landing/lenses/140410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140430.json b/landing/lenses/140430.json index e9bcd206b002132543bdacb85e6643b65164a550..d3363cac9c81ec29979c85959fa37f929de9310e 100644 --- a/landing/lenses/140430.json +++ b/landing/lenses/140430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,25 +492,35 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 53.07, 전망 긍정적, 유효 축 가중치 75.0%입니다." + "summary": "dCR 위험점수 49.94, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", - "score": 75.0, + "score": 85.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -521,16 +531,6 @@ "contribution": 3.46, "sourceRef": "axes.자본구조" }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 30.43, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 4.56, - "sourceRef": "axes.유동성" - }, { "id": "axis.채무상환능력", "label": "채무상환능력", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,6 +658,13 @@ "sourceRef": "dartlab://credit/140430/axes/현금흐름", "status": "derived", "detail": "위험점수 35.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/140430/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -668,12 +675,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -686,14 +687,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 53.07, + "score": 49.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 54.11, + "score": 50.86, "assumptions": { "scenarioStress": "moderate" } @@ -733,18 +734,18 @@ } ], "coverage": { - "validAxes": 4, + "validAxes": 5, "totalAxes": 7, - "validWeight": 75.0, + "validWeight": 85.0, "totalWeight": 100.0, - "weightCoverage": 75.0 + "weightCoverage": 85.0 }, "eCR": "eCR-4", "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 15.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 16.42%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -760,14 +761,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -887,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -906,8 +907,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -919,8 +920,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -937,10 +938,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +951,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -959,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1027,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1046,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1069,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1077,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,13 +1190,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/140520.json b/landing/lenses/140520.json index e9ac4de3d1c1bcd83a48c28ca7047c477fea5bdf..6762d1724ff17b6cb51b2fd33e951ae43268582f 100644 --- a/landing/lenses/140520.json +++ b/landing/lenses/140520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -771,51 +771,51 @@ "gradeHistory": [ { "period": "2026", - "score": 13.14, - "grade": "A", - "pdEstimate": 0.06 + "score": 6.66, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2025", - "score": 9.62, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 6.22, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2024", - "score": 42.0, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 35.06, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2023", - "score": 34.04, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 29.96, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2022", - "score": 31.84, + "score": 27.26, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2021", - "score": 53.57, - "grade": "B+", - "pdEstimate": 4.0 + "score": 38.42, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2020", - "score": 61.15, - "grade": "B", - "pdEstimate": 7.0 + "score": 54.65, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2019", - "score": 56.52, - "grade": "B", - "pdEstimate": 7.0 + "score": 44.57, + "grade": "BB-", + "pdEstimate": 2.5 } ], "coverage": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140670.json b/landing/lenses/140670.json index 483ec562f205ddeca6c4437478144e9d6ee9d81b..e34fb73e7eec5aae72f97c4aa579b5785bef2870 100644 --- a/landing/lenses/140670.json +++ b/landing/lenses/140670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140860.json b/landing/lenses/140860.json index c422d60547f580f00bcd8b99b90cba9e45aa42e1..59cb74cc68b1f14a14a485536f7473ff79c793ff 100644 --- a/landing/lenses/140860.json +++ b/landing/lenses/140860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.79, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.22, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.79, + "score": 15.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 13.45, + "score": 15.91, "assumptions": { "scenarioStress": "moderate" } @@ -911,11 +911,11 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b529c89396e7", + "target": "140860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.619 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/140910.json b/landing/lenses/140910.json index ca08289bd73b89c62d011873c57b2b7d98839cab..421d963d305c12fcfa8c3f005e8f8a7d994170b4 100644 --- a/landing/lenses/140910.json +++ b/landing/lenses/140910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-09", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-09", "period": null, "status": "derived", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-09", "period": null, "status": "observed", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141000.json b/landing/lenses/141000.json index ea447a3d0d756864dba3ff82e85a3b4d5632b0a3..26a81a34b4c9be92315da9c82bee7188f96ca093 100644 --- a/landing/lenses/141000.json +++ b/landing/lenses/141000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141080.json b/landing/lenses/141080.json index 61e11abebe8b6f56e64a35701fa8b0c87aa630bc..41c49d23af47812eedb4a94008d6ab463888d8c7 100644 --- a/landing/lenses/141080.json +++ b/landing/lenses/141080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,10 +981,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142210.json b/landing/lenses/142210.json index 07a0681e21045b8a7bb38a04b97042a34bad5c56..ab216327021622b1d0b64bf9f8757c26440d1336 100644 --- a/landing/lenses/142210.json +++ b/landing/lenses/142210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,6 +611,311 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "142210", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.35, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 22.79, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 4.56, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 51.54, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 12.88, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 45.42, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.81, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/142210/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/142210/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/142210/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/142210/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/142210/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 51.54, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/142210/axes/자본구조", + "status": "derived", + "detail": "위험점수 22.79, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/142210/axes/유동성", + "status": "derived", + "detail": "위험점수 38.23, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/142210/axes/현금흐름", + "status": "derived", + "detail": "위험점수 45.42, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/142210/axes/사업안정성", + "status": "derived", + "detail": "위험점수 33.01, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/142210/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB+", + "score": 34.35, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB+", + "score": 35.49, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 38.67, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2025", + "score": 39.13, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2024", + "score": 34.6, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2023", + "score": 26.41, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2022", + "score": 35.64, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2021", + "score": 48.43, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2020", + "score": 52.85, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2019", + "score": 31.63, + "grade": "BBB-", + "pdEstimate": 0.4 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-5", + "pdEstimate": 0.75, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 52점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -738,6 +1043,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "142210", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.364, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.085, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.364 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "confirmation" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "inconclusive" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "confirmation" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -767,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1378,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1389,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1438,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/142280.json b/landing/lenses/142280.json index e13a43fd64b61649a83f6152333abf9c100894b8..848e3d2381cb9494b9d7eeff061488eb5e98dbae 100644 --- a/landing/lenses/142280.json +++ b/landing/lenses/142280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:163b92c574fc", + "target": "142280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.679 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/142760.json b/landing/lenses/142760.json index 08f40b22d747b4f6d6ff7f27ef46332bdae6c309..6296522c42cce1ba5deedb610e2ac438b9a86ec6 100644 --- a/landing/lenses/142760.json +++ b/landing/lenses/142760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 3121.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 3083.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143160.json b/landing/lenses/143160.json index fe169941b288055ecc99c0b511184a5b1700de0e..80d7e4e44975ffd72e674caad913a3018cd2218f 100644 --- a/landing/lenses/143160.json +++ b/landing/lenses/143160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143210.json b/landing/lenses/143210.json index 25a7c550cdf30b06053f15c8220ad0059dc204ee..5c080ec966b9fff61f40e97de3584d7bbf4f7d04 100644 --- a/landing/lenses/143210.json +++ b/landing/lenses/143210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-B-", - "summary": "dCR 위험점수 64.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 56.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,16 +659,6 @@ "contribution": 2.62, "sourceRef": "axes.현금흐름" }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 85.04, - "unit": "riskScore", - "direction": "negative", - "weight": 20, - "contribution": 17.01, - "sourceRef": "axes.자본구조" - }, { "id": "axis.유동성", "label": "유동성", @@ -678,6 +668,16 @@ "weight": 15, "contribution": 11.31, "sourceRef": "axes.유동성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 62.16, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 12.43, + "sourceRef": "axes.자본구조" } ], "claims": [ @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/143210/axes/채무상환능력", "status": "derived", - "detail": "위험점수 69.50, 가중치 25%" + "detail": "위험점수 61.09, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/143210/axes/자본구조", "status": "derived", - "detail": "위험점수 85.04, 가중치 20%" + "detail": "위험점수 62.16, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B-", - "score": 64.27, + "grade": "dCR-B", + "score": 56.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B-", - "score": 65.09, + "grade": "dCR-B", + "score": 57.14, "assumptions": { "scenarioStress": "moderate" } @@ -837,8 +837,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -851,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 85.64, - "grade": "C", - "pdEstimate": 40.0 + "score": 75.19, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2025", - "score": 80.92, - "grade": "CC", - "pdEstimate": 25.0 + "score": 70.6, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2024", - "score": 79.21, - "grade": "CC", - "pdEstimate": 25.0 + "score": 64.62, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2023", - "score": 67.05, - "grade": "B-", - "pdEstimate": 10.0 + "score": 59.88, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2022", - "score": 76.11, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 61.59, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2021", - "score": 71.56, - "grade": "CCC", - "pdEstimate": 15.0 + "score": 58.73, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2020", - "score": 66.75, + "score": 63.8, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2019", - "score": 52.17, - "grade": "B+", - "pdEstimate": 4.0 + "score": 44.8, + "grade": "BB-", + "pdEstimate": 2.5 } ], "coverage": { @@ -906,10 +906,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 10.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ - "자본구조 축이 85점으로 등급 하방 압력", + "유동성 축이 75점으로 등급 하방 압력", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2022", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2022", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143240.json b/landing/lenses/143240.json index a2b5db41c45d9587dc25d3f41892541aff7fe7d5..d03ec0e51f30d4e5653b91f49f85e4cddd6aee25 100644 --- a/landing/lenses/143240.json +++ b/landing/lenses/143240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -998,7 +998,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143540.json b/landing/lenses/143540.json index c0c2c8747b8b7e77011c5cdaae55e9344cda637b..7ee074f8a7528b93b2276f72a0da62573d187613 100644 --- a/landing/lenses/143540.json +++ b/landing/lenses/143540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/144510.json b/landing/lenses/144510.json index 53488fd66f9c0211127a1acf625060c3b12668c2..c8aff6740a5e5c32a9208462d628a5d069fe9032 100644 --- a/landing/lenses/144510.json +++ b/landing/lenses/144510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.09, + "grade": "dCR-BB-", + "score": 43.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.05, + "grade": "dCR-BB-", + "score": 44.05, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 10.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/144960.json b/landing/lenses/144960.json index 47fbe0f7932eefc63134a866182c4a2022843c81..58cffe5cddc655862a4d2780afe7fd71dd419260 100644 --- a/landing/lenses/144960.json +++ b/landing/lenses/144960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145020.json b/landing/lenses/145020.json index c2a02a196add4ad478e3a5933578edfa7c71029a..fab6f6f50ae7383847d017678b9fdd3095214dc3 100644 --- a/landing/lenses/145020.json +++ b/landing/lenses/145020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1077,15 +1077,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.025, + "score": 0.02, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:94e2f8ae9717", + "target": "145020", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/145170.json b/landing/lenses/145170.json index 996b599ff6436955d9043e13a91d8c5f1f838224..a81cd144f8c6904e419a7a1459f05dd86dcc2129 100644 --- a/landing/lenses/145170.json +++ b/landing/lenses/145170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,18 +301,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 53.68, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 56.87, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -495,15 +495,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 53.68, + "grade": "dCR-B", + "score": 56.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.05, + "score": 58.16, "assumptions": { "scenarioStress": "moderate" } @@ -519,11 +519,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -555,7 +550,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", @@ -575,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -702,19 +697,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -735,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -748,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,17 +776,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -801,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -826,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -860,7 +855,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -869,7 +864,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -882,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -901,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145210.json b/landing/lenses/145210.json index c42183e0fc1be77a0f6f8aba9f4b9509f6da7fa4..8d0e36f40ac3432f2775fb83329cd78e4eba51c1 100644 --- a/landing/lenses/145210.json +++ b/landing/lenses/145210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-24", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-24", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-24", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145270.json b/landing/lenses/145270.json index 818c1af059d290369738097022826372da9be713..cc0ad312ab95e252731735bab11c2e13f2023801 100644 --- a/landing/lenses/145270.json +++ b/landing/lenses/145270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145720.json b/landing/lenses/145720.json index 8989951984eaeef660727ef7be3cb2bb3534f140..38cfbe7217116a8892dbfd6c326d13be533611ab 100644 --- a/landing/lenses/145720.json +++ b/landing/lenses/145720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145990.json b/landing/lenses/145990.json index 673960f361556b3d3fc70debcc6d94fadd18e5e8..93414fa8bcde457bd2cf830cab01bfb060c2b62b 100644 --- a/landing/lenses/145990.json +++ b/landing/lenses/145990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146060.json b/landing/lenses/146060.json index 0b93dca1392553f7c925d6262eb2ef7ea469c3bf..eec3bc58730ba357fbe6f51e3a448e2df7df3f3e 100644 --- a/landing/lenses/146060.json +++ b/landing/lenses/146060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -549,18 +549,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 27.66, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 29.91, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 27.66, + "score": 29.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 28.54, + "score": 30.79, "assumptions": { "scenarioStress": "moderate" } @@ -814,6 +814,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -828,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -955,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1001,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1021,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,8 +1044,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1135,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1154,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146320.json b/landing/lenses/146320.json index 884c7b06bdcb4f4ddf0e0d19cfee95e9188c5d21..c808c3f125ca215120e295d9fc3b9a54ca175f05 100644 --- a/landing/lenses/146320.json +++ b/landing/lenses/146320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -698,14 +698,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -825,10 +825,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -871,7 +871,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -891,8 +891,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -913,8 +913,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1051,10 +1051,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147760.json b/landing/lenses/147760.json index 267c66cd517f210b2bfea47b2b6ca2bf190a5514..ca8ea30526feda591aae7190fa39761cfbd4bf32 100644 --- a/landing/lenses/147760.json +++ b/landing/lenses/147760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147830.json b/landing/lenses/147830.json index ac7713aec4b786153c3c6298a3d92076ee802778..cfc3a0e5b373e71654f4d95413baef8a7ec1f3d8 100644 --- a/landing/lenses/147830.json +++ b/landing/lenses/147830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 2.80, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 2.72, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -654,7 +654,7 @@ "value": 0.0, "unit": "riskScore", "direction": "positive", - "weight": 25, + "weight": 30, "contribution": 0.0, "sourceRef": "axes.채무상환능력" }, @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -730,12 +730,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 소재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -773,14 +773,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/147830/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" + "detail": "위험점수 0.00, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/147830/axes/자본구조", "status": "derived", - "detail": "위험점수 1.15, 가중치 20%" + "detail": "위험점수 1.12, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -825,14 +825,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 2.8, + "score": 2.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 2.81, + "score": 2.73, "assumptions": { "scenarioStress": "moderate" } @@ -860,49 +860,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.41, + "score": 0.3, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.38, + "score": 0.28, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.24, + "score": 0.18, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.09, + "score": 0.07, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.16, + "score": 0.12, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.12, + "score": 0.09, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.1, + "score": 0.07, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 0.14, + "score": 0.1, "grade": "AAA", "pdEstimate": 0.0 } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148140.json b/landing/lenses/148140.json index aa586d7162638a53bf5f23f210568b8a196e859b..fa46dcc3efed2cc547ff114b51f0b12fdc45909a 100644 --- a/landing/lenses/148140.json +++ b/landing/lenses/148140.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/148150.json b/landing/lenses/148150.json index 01e0b522f5118c41a5de1c7fb25347e63b86ecdf..b794094c1178cbb455c54bac37addfd77d2dfaef 100644 --- a/landing/lenses/148150.json +++ b/landing/lenses/148150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -803,14 +803,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -930,19 +930,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -963,8 +963,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -976,7 +976,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,17 +1009,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1088,7 +1088,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1097,7 +1097,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,10 +1147,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1488,12 +1488,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:aa9a67601c20", + "target": "148150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.765 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/148250.json b/landing/lenses/148250.json index 001378ba8fe86e85fec33c1a76c81a0e13086ae7..92f2ff785f2d04b997f94b7780ff44362b216d5a 100644 --- a/landing/lenses/148250.json +++ b/landing/lenses/148250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.92, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.90, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.92, + "score": 44.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.62, + "score": 45.77, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 28.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148780.json b/landing/lenses/148780.json index 3de3f5c20a847dab749a9ffe5bc43c7f0fc15558..c16eae4420cfe5042d2f36a32f82b29f369695a7 100644 --- a/landing/lenses/148780.json +++ b/landing/lenses/148780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148930.json b/landing/lenses/148930.json index 5b2e3bd96449c019e3c052ca24ecf50050cd4c29..6a4c30c70a5cd95fb21d5cc54d74257955fca004 100644 --- a/landing/lenses/148930.json +++ b/landing/lenses/148930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -884,19 +884,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -917,8 +917,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -930,7 +930,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -963,17 +963,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1294,12 +1294,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7471dbcd285c", + "target": "148930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/149950.json b/landing/lenses/149950.json index ce52cc9830fd292ff1e6e99159001b9ddb143340..1558553a8f459b1873c505f218383b90d6138147 100644 --- a/landing/lenses/149950.json +++ b/landing/lenses/149950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,6 +611,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "149950", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AAA", + "summary": "dCR 위험점수 1.79, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.0, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 17.5, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 1.75, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 5.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 0.75, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/149950/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/149950/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/149950/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/149950/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/149950/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/149950/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.25, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/149950/axes/유동성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/149950/axes/현금흐름", + "status": "derived", + "detail": "위험점수 5.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/149950/axes/사업안정성", + "status": "derived", + "detail": "위험점수 17.50, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/149950/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AAA", + "score": 1.79, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AAA", + "score": 1.8, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.28, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 0.15, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 0.13, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 1.53, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 31.99, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2021", + "score": 23.96, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2020", + "score": 0.15, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 0.16, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -738,6 +1041,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "149950", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -767,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,8 +1335,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -904,9 +1347,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1396,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -971,7 +1432,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/149980.json b/landing/lenses/149980.json index 2cd2ff87319eabad99dc4e0c1deb5b9c3be87535..eaabac4431767f0d9a085e02ac0f3c6570cfebbc 100644 --- a/landing/lenses/149980.json +++ b/landing/lenses/149980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150840.json b/landing/lenses/150840.json index ca7b2c4929eefb07b060ef444a945e5791ca93bf..71b6496c9712ff4d49e8d2fceb3d887ccdcaae26 100644 --- a/landing/lenses/150840.json +++ b/landing/lenses/150840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 32.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.14, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,16 +566,6 @@ "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -586,6 +576,26 @@ "contribution": 3.05, "sourceRef": "axes.자본구조" }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 25.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 3.75, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 90.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 9.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.채무상환능력", "label": "채무상환능력", @@ -595,16 +605,6 @@ "weight": 25, "contribution": 12.82, "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 32.76, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 4.91, - "sourceRef": "axes.유동성" } ], "claims": [ @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/150840/axes/재무신뢰성", "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" + "detail": "위험점수 90.00, 가중치 10%" } ], "assumptions": [], @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 32.45, + "grade": "dCR-BB", + "score": 38.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 33.35, + "grade": "dCR-BB", + "score": 39.04, "assumptions": { "scenarioStress": "moderate" } @@ -764,8 +764,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "재무신뢰성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.재무신뢰성" } ], "payload": { @@ -833,10 +833,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 51점으로 등급 하방 압력", + "재무신뢰성 축이 90점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150900.json b/landing/lenses/150900.json index 89b9ee04a78bd9f996247c7fc45d6cdf1d822bed..8eb0033fa752127e02546987860f7a92ed87357c 100644 --- a/landing/lenses/150900.json +++ b/landing/lenses/150900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bd9cefe1ba07", - "target": "150900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/151860.json b/landing/lenses/151860.json index 706147a6dd5b97730d4e0264c4b8f5e9f573a430..4f0238bf17d93a05b6f250a5b088e477aad7a30e 100644 --- a/landing/lenses/151860.json +++ b/landing/lenses/151860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 32.06, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.70, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -651,24 +651,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 25.0, + "id": "axis.자본구조", + "label": "자본구조", + "value": 20.5, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 3.75, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 49.8, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 12.45, - "sourceRef": "axes.채무상환능력" + "weight": 20, + "contribution": 4.1, + "sourceRef": "axes.자본구조" }, { "id": "axis.사업안정성", @@ -679,17 +669,27 @@ "weight": 10, "contribution": 4.25, "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 41.32, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.2, + "sourceRef": "axes.유동성" } ], "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/151860/axes/채무상환능력", "status": "derived", - "detail": "위험점수 49.80, 가중치 25%" + "detail": "위험점수 40.77, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/151860/axes/자본구조", "status": "derived", - "detail": "위험점수 26.49, 가중치 20%" + "detail": "위험점수 20.50, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 32.06, + "grade": "dCR-BBB-", + "score": 27.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 33.35, + "grade": "dCR-BBB-", + "score": 28.88, "assumptions": { "scenarioStress": "moderate" } @@ -838,8 +838,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" } ], "payload": { @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 18.88, - "grade": "A-", - "pdEstimate": 0.08 + "score": 13.43, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 37.14, - "grade": "BB", - "pdEstimate": 1.5 + "score": 28.14, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2024", - "score": 25.66, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 20.96, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2023", - "score": 25.63, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 20.09, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2022", - "score": 28.69, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 23.66, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2021", - "score": 40.33, - "grade": "BB", - "pdEstimate": 1.5 + "score": 33.25, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2020", - "score": 46.25, + "score": 43.58, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2019", - "score": 41.61, - "grade": "BB", - "pdEstimate": 1.5 + "score": 30.04, + "grade": "BBB-", + "pdEstimate": 0.4 } ], "coverage": { @@ -907,10 +907,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 50점으로 등급 하방 압력", + "사업안정성 축이 43점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3d3927705ef0", - "target": "151860", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/151910.json b/landing/lenses/151910.json index 6a50b9eb851f7d82baeba422f74287d052e04e72..4a587f9fbc2b5df0d0fe3227766bf0047c31a7ca 100644 --- a/landing/lenses/151910.json +++ b/landing/lenses/151910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-25", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-25", "period": null, "status": "derived", @@ -571,7 +571,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-11-25", "period": null, "status": "observed", @@ -659,10 +659,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -678,10 +678,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -705,10 +705,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -723,10 +723,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -737,7 +737,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -745,7 +745,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153460.json b/landing/lenses/153460.json index 18251e1bfb23dad8c0e2c6034d6c3c9f36eec61a..ae2247ca63168f99e0befa0a817fbb931bc0cbdc 100644 --- a/landing/lenses/153460.json +++ b/landing/lenses/153460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153490.json b/landing/lenses/153490.json index 7ed1f2caa6db429c47b8b8e2eec1af1c86e2c297..1007262c76e4838255fcc86aeefb8946a51985c5 100644 --- a/landing/lenses/153490.json +++ b/landing/lenses/153490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-07-28", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153710.json b/landing/lenses/153710.json index 4ec132d7c0858ea65bb3d8296b04eebd3607f1c5..c8d2472647c6869b1961a7a18b13adda56c838bc 100644 --- a/landing/lenses/153710.json +++ b/landing/lenses/153710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,10 +1013,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153890.json b/landing/lenses/153890.json index 1f56b3427c373ae7d656eb0cf0c0b7d1870b99ec..6437c30d35f682e603ef79887f129b33966b9824 100644 --- a/landing/lenses/153890.json +++ b/landing/lenses/153890.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/154030.json b/landing/lenses/154030.json index 2a9a7eefc4a8c194a0997378f321a5ab093dc077..1a43546bc3b1f73def1be1383e3102b15772c98a 100644 --- a/landing/lenses/154030.json +++ b/landing/lenses/154030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/154040.json b/landing/lenses/154040.json index b2ed33e23839a890f02a1484a7d916f0fd718d33..c64ac8d628ef31803ebdb9a60f1c57b3db4d7e12 100644 --- a/landing/lenses/154040.json +++ b/landing/lenses/154040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155650.json b/landing/lenses/155650.json index 1d80dc1196069c7509128d8340b6fb74a8f206c7..5f080962f6f74c92b5b81f915c921fbe5d7d63f9 100644 --- a/landing/lenses/155650.json +++ b/landing/lenses/155650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155660.json b/landing/lenses/155660.json index de74a9bf96a6a54012aa9a5fe93bb2cfa4d1b1f7..949aa1b8f55989617a61e75c440f61edf844574a 100644 --- a/landing/lenses/155660.json +++ b/landing/lenses/155660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155960.json b/landing/lenses/155960.json index d71f2e4ff062e5413acf5b7342f404d547c289a8..87233499e3afbc76cd8debc4242f29e25ea40a55 100644 --- a/landing/lenses/155960.json +++ b/landing/lenses/155960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1025,10 +1025,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1071,10 +1071,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1089,10 +1089,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/156100.json b/landing/lenses/156100.json index 3032326bbaced063a14ca40a1da80f306efa4791..83b85633eafdb4a2c4a40a5cb7c625410fc00573 100644 --- a/landing/lenses/156100.json +++ b/landing/lenses/156100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/158430.json b/landing/lenses/158430.json index b24f2e6b56eecc099e53cd5c0c8d08c4798fdd4c..07d7335b034d2a2c56c3bef5ba70c7621adaa712 100644 --- a/landing/lenses/158430.json +++ b/landing/lenses/158430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159010.json b/landing/lenses/159010.json index 8a703b6bcb7399a4c6741bcb21da49df08852995..8678ed5cbbb5b6efc827ae0f90e263409314898b 100644 --- a/landing/lenses/159010.json +++ b/landing/lenses/159010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1398,7 +1398,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1438,8 +1438,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/159580.json b/landing/lenses/159580.json index 7393912bd28fd92b18547d2afaeacefc532f41a8..cddecfd14d3840ba3ea74c4fd2d9a0a47fd1e9ee 100644 --- a/landing/lenses/159580.json +++ b/landing/lenses/159580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 필수소비재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159910.json b/landing/lenses/159910.json index 420e66774af40d971edeb30bcc38f34fe5ada11c..1245b931d4bcea309e8aab545ed23f9457d1f2d6 100644 --- a/landing/lenses/159910.json +++ b/landing/lenses/159910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160190.json b/landing/lenses/160190.json index 400312e4bec6131e22f5c10337255c60e468a5dd..e582714072d7efe532799a107d0389687ee349f1 100644 --- a/landing/lenses/160190.json +++ b/landing/lenses/160190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,18 +301,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.48, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.69, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -495,15 +495,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.48, + "grade": "dCR-BB", + "score": 40.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.76, + "grade": "dCR-BB", + "score": 40.95, "assumptions": { "scenarioStress": "moderate" } @@ -550,11 +550,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 14.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -569,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -696,19 +697,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -729,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -742,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +776,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -820,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +855,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -863,7 +864,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -876,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -895,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1118,88 +1119,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d02097bbbc52", - "target": "160190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/160550.json b/landing/lenses/160550.json index 4e19d82057f5a849636d3b433f0d57552af1be26..f1d7143eefe2e749fb0503e59b7adc2daa99f786 100644 --- a/landing/lenses/160550.json +++ b/landing/lenses/160550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160600.json b/landing/lenses/160600.json index fb0197c4274c83d07a75aeea816d4bcc5a6de3be..a823bd0ce49493eeadb0ec56f8a845c7712bd8fa 100644 --- a/landing/lenses/160600.json +++ b/landing/lenses/160600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -721,10 +721,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -739,10 +739,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -753,7 +753,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160980.json b/landing/lenses/160980.json index 1ef4726331014ddb7f938d946aa1475a110ea082..912eb83bec3d194080856f023427937fc6906bc2 100644 --- a/landing/lenses/160980.json +++ b/landing/lenses/160980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161000.json b/landing/lenses/161000.json index 0d79b0842cae1b8353db194972a7e6e76e627a19..16ec6c44da098f7eeece02e87a2c9efaa3359065 100644 --- a/landing/lenses/161000.json +++ b/landing/lenses/161000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,6 +611,317 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "161000", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB", + "summary": "dCR 위험점수 43.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 25.87, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 3.88, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 56.07, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 16.82, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 39.43, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.91, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/161000/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/161000/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/161000/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/161000/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/161000/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 56.07, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/161000/axes/자본구조", + "status": "derived", + "detail": "위험점수 25.87, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/161000/axes/유동성", + "status": "derived", + "detail": "위험점수 39.43, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/161000/axes/현금흐름", + "status": "derived", + "detail": "위험점수 37.42, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/161000/axes/사업안정성", + "status": "derived", + "detail": "위험점수 36.43, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/161000/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB", + "score": 43.18, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB", + "score": 43.99, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 22.9, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2025", + "score": 57.76, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2024", + "score": 44.29, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2023", + "score": 22.45, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2022", + "score": 10.6, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2021", + "score": 25.25, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2020", + "score": 3.77, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2019", + "score": 4.87, + "grade": "AA+", + "pdEstimate": 0.01 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 1.5, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "채무상환능력 축이 56점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "D/EBITDA 43.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -738,6 +1049,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "161000", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.816, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.385, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.816 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -767,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -803,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -817,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -825,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -833,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -849,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1012,7 +1503,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -1023,9 +1515,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1070,9 +1564,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1110,8 +1606,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161390.json b/landing/lenses/161390.json index 338d1bd4d1b226aff8e44fd2334edb0633272c9d..4cefe6c17bdfcb05e977a38aabca513e7be59ac6 100644 --- a/landing/lenses/161390.json +++ b/landing/lenses/161390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 13.74, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.01, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,11 +652,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 9.01, + "value": 11.8, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 1.35, + "contribution": 1.77, "sourceRef": "axes.자본구조" }, { @@ -683,12 +683,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/161390/axes/채무상환능력", "status": "derived", - "detail": "위험점수 11.16, 가중치 30%" + "detail": "위험점수 15.18, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/161390/axes/자본구조", "status": "derived", - "detail": "위험점수 9.01, 가중치 15%" + "detail": "위험점수 11.80, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 13.74, + "score": 15.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 14.67, + "score": 15.94, "assumptions": { "scenarioStress": "moderate" } @@ -857,13 +857,13 @@ }, { "period": "2025", - "score": 11.91, - "grade": "A+", - "pdEstimate": 0.04 + "score": 14.32, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2024", - "score": 2.57, + "score": 2.36, "grade": "AAA", "pdEstimate": 0.0 }, @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,12 +1602,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2eee470c67f0", + "target": "161390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.843 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161570.json b/landing/lenses/161570.json index ebe00f7c646edc20ef6717596d5d7342cc0b6091..fa2e737a18772904d5adc22edbdc38202cd15d00 100644 --- a/landing/lenses/161570.json +++ b/landing/lenses/161570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,10 +1100,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1118,10 +1118,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161580.json b/landing/lenses/161580.json index 773930f510825c88ca56de7475bb95c1267c4a28..dc794c9e19e80121b91b8d95edff061c84c55220 100644 --- a/landing/lenses/161580.json +++ b/landing/lenses/161580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161890.json b/landing/lenses/161890.json index be4ec43be22d0fc5fb5b53fd4e85cce2387b2c37..8c19411cb7b7957058699c7d39b14fa3c8a45e42 100644 --- a/landing/lenses/161890.json +++ b/landing/lenses/161890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 건강관리 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,15 +1076,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.105, + "score": 0.1, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/162300.json b/landing/lenses/162300.json index b303d770dfac273a5c07a467a29ed6bd076d403c..69b356cbcadf5b3cbbe6d5b608ea3b4f74d0dc8a 100644 --- a/landing/lenses/162300.json +++ b/landing/lenses/162300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,15 +967,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,88 +1369,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3c1909e76752", - "target": "162300", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/163280.json b/landing/lenses/163280.json index 5668b044edfa3cf5aba1f267726a6c8c7ce9b3ad..815ed5e3bc8d598529403c1b49237cf92fbb4acf 100644 --- a/landing/lenses/163280.json +++ b/landing/lenses/163280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163560.json b/landing/lenses/163560.json index d7a1f9985a2f3f40e505615a8bcee3a3f1668cc3..1ac140f82908ac55a836db07285e94c190185147 100644 --- a/landing/lenses/163560.json +++ b/landing/lenses/163560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a7dc886f493c", + "target": "163560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.742 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/163730.json b/landing/lenses/163730.json index c0311163ea5a38fdd3a1e745e18fc774b7151d29..af56435e722f684a65c2ae156ce4e72afc501614 100644 --- a/landing/lenses/163730.json +++ b/landing/lenses/163730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/166090.json b/landing/lenses/166090.json index 4ce9ce6f03546b3d537f86d3cc0198290130560a..000aefcc93b2583813fac64535939a4e232bf890 100644 --- a/landing/lenses/166090.json +++ b/landing/lenses/166090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1552,12 +1552,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5581f01da3e7", + "target": "166090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/166480.json b/landing/lenses/166480.json index c22f143ebd299692ff01cf732c655d57afdcbda1..c10a14f0ae249ce250055ca888e883446cc45306 100644 --- a/landing/lenses/166480.json +++ b/landing/lenses/166480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 27.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 20.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168330.json b/landing/lenses/168330.json index d71fcbc8eb60e087fcc9b65a74fa4e8ed675e779..2b1413d195b793b85074d46575380953b30d9760 100644 --- a/landing/lenses/168330.json +++ b/landing/lenses/168330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168360.json b/landing/lenses/168360.json index 2382022a196bb13ec22988133d46f2df1602d103..b15aa1612b53891758771fd6251db14c907f40da 100644 --- a/landing/lenses/168360.json +++ b/landing/lenses/168360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/169330.json b/landing/lenses/169330.json index 33f213456317f64b830f27bcf68c32059cbc81d3..408f5388d0ec1b8b63c9fd9690199d42f544194e 100644 --- a/landing/lenses/169330.json +++ b/landing/lenses/169330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -151,7 +151,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -196,7 +196,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -241,7 +241,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -286,7 +286,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170030.json b/landing/lenses/170030.json index e9f2d1e51cd9c90d873c882872058cddc702203f..23c42925faff5fb35989fade4ee935d2af5571b5 100644 --- a/landing/lenses/170030.json +++ b/landing/lenses/170030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170790.json b/landing/lenses/170790.json index 18782da0558c600c4138e125fb22f69fdce5b2d9..9649daa8823b23e03cea90aa75c1bb442f4c2a9c 100644 --- a/landing/lenses/170790.json +++ b/landing/lenses/170790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170900.json b/landing/lenses/170900.json index 2975b3f90ea8992ba9d5fb35af2aed5e6e4c0154..41e2c46b426a19a4486b7070bb494d24e4ac8418 100644 --- a/landing/lenses/170900.json +++ b/landing/lenses/170900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170920.json b/landing/lenses/170920.json index f83232e424b830245348968eb80fa2a52dabd24b..b4d8cd5f6223c326e0b9acc35109aa09c02f3418 100644 --- a/landing/lenses/170920.json +++ b/landing/lenses/170920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/171010.json b/landing/lenses/171010.json index c7676e25b6475e9a6a826aa8d98d9289dc42707b..b276e68174b856a50a1a4943e24e0f9e11f9f044 100644 --- a/landing/lenses/171010.json +++ b/landing/lenses/171010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 45.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -663,22 +663,22 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 66.95, + "value": 45.88, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 16.74, + "weight": 30, + "contribution": 13.76, "sourceRef": "axes.채무상환능력" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 30.66, + "id": "axis.자본구조", + "label": "자본구조", + "value": 31.62, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 4.6, - "sourceRef": "axes.현금흐름" + "contribution": 4.74, + "sourceRef": "axes.자본구조" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/171010/axes/채무상환능력", "status": "derived", - "detail": "위험점수 66.95, 가중치 25%" + "detail": "위험점수 45.88, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/171010/axes/자본구조", "status": "derived", - "detail": "위험점수 25.59, 가중치 20%" + "detail": "위험점수 31.62, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 45.62, + "score": 42.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 46.56, + "score": 43.78, "assumptions": { "scenarioStress": "moderate" } @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 28.04, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 34.75, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2025", - "score": 51.6, + "score": 51.73, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2024", - "score": 61.51, - "grade": "B", - "pdEstimate": 7.0 + "score": 51.75, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2023", - "score": 49.15, - "grade": "B+", - "pdEstimate": 4.0 + "score": 47.41, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2022", - "score": 18.55, + "score": 16.37, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2021", - "score": 24.62, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 21.86, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2020", - "score": 27.46, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 19.91, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2019", - "score": 24.13, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 18.29, + "grade": "A-", + "pdEstimate": 0.08 } ], "coverage": { @@ -915,9 +915,9 @@ ] }, "divergenceExplanation": [ - "채무상환능력 축이 67점으로 등급 하방 압력", + "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 12.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.37%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171090.json b/landing/lenses/171090.json index 4e2d0c2c814eae8e2a9ec83afbbb96b3f2348999..4e1c4a15b41652ca1d36237d2d9ca6ad45037ac4 100644 --- a/landing/lenses/171090.json +++ b/landing/lenses/171090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171120.json b/landing/lenses/171120.json index 617bb3c4c016e5e97f0f0e4121312fe842bdf416..5c5045ac0a207131b7e8fb76c222e3e0cf1fa4ce 100644 --- a/landing/lenses/171120.json +++ b/landing/lenses/171120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/172670.json b/landing/lenses/172670.json index a29025c7a920a43bcf7506b48204febcbf77cfed..1591a648463f9fe614958b644760517419a55f3d 100644 --- a/landing/lenses/172670.json +++ b/landing/lenses/172670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173130.json b/landing/lenses/173130.json index 15e63d805f7c714516b86c151e552d6474af59ca..aac0511d7cfaab42b3ff648a43837239b4047e07 100644 --- a/landing/lenses/173130.json +++ b/landing/lenses/173130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,10 +1257,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1539,7 +1539,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1561,7 +1561,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1579,15 +1579,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/173940.json b/landing/lenses/173940.json index 1aa4093abd81b5793578a5c8ab437a324ff114d4..f535283321693e6d5b6116ff163b589500441be5 100644 --- a/landing/lenses/173940.json +++ b/landing/lenses/173940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 58.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 55.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,14 +742,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 58.94, + "score": 55.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 59.38, + "score": 56.34, "assumptions": { "scenarioStress": "moderate" } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/174880.json b/landing/lenses/174880.json index 5cb9fa9e7d835b33f766d87d86404c5db9241795..4a4016da59e3fdaa2b7e28271999dfad3428e3c9 100644 --- a/landing/lenses/174880.json +++ b/landing/lenses/174880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,6 +612,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "174880", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 7.21, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.0, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 50.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 5.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 31.14, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.11, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/174880/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/174880/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/174880/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/174880/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/174880/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/174880/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.43, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/174880/axes/유동성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/174880/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/174880/axes/사업안정성", + "status": "derived", + "detail": "위험점수 31.14, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/174880/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 50.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 7.21, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 7.22, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "재무신뢰성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.재무신뢰성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.72, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 0.26, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 1.18, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 19.64, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2022", + "score": 26.32, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2021", + "score": 50.51, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2020", + "score": 50.99, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2019", + "score": 59.69, + "grade": "B", + "pdEstimate": 7.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "재무신뢰성 축이 50점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -622,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -734,6 +1038,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "174880", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-01-13", + "period": "2025", + "knowledgeBoundary": "2026-08-23" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.189, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.02, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.189 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-01-13", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-01-13", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-01-13", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -744,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -763,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -808,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -822,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -846,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -862,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1044,6 +1528,7 @@ }, "statusCounts": { "partial": 2, + "usable": 2, "blocked": 1 }, "gaps": [ @@ -1055,9 +1540,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.position", @@ -1116,9 +1603,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -1177,8 +1666,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/174900.json b/landing/lenses/174900.json index 41f3a28db88a7c4ff5dd4b1292a2e4ecb9b45090..10bafae25afccf86e47bb549ce3550ecfaf55af4 100644 --- a/landing/lenses/174900.json +++ b/landing/lenses/174900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -990,7 +990,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175140.json b/landing/lenses/175140.json index a04a3289a1a68916582ea66ad47c8ef3f147abc6..fe8101c21b429afbf83658495c0cbd2eec43b415 100644 --- a/landing/lenses/175140.json +++ b/landing/lenses/175140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175250.json b/landing/lenses/175250.json index dbdc880f63383cdc98c6a3fc7a15b3d0953ba376..0e5df13689aab6017a2bbc93438a979da20771cc 100644 --- a/landing/lenses/175250.json +++ b/landing/lenses/175250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175330.json b/landing/lenses/175330.json index 2eb922cfb2b574fb744d76a7e5b31711266c5e38..adef4b64f6c02a048f8675ef37786fcc4c357673 100644 --- a/landing/lenses/175330.json +++ b/landing/lenses/175330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,22 +40,32 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "판단 보류", - "summary": "3개 핵심 지표를 직접 비교한 결과 판단 보류입니다. 강점은 영업이익 CAGR입니다. 확인할 위험은 부채비율입니다. 필수 분석 영역은 1/4개가 관측됐습니다." + "label": "재무 기반 보통", + "summary": "4개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, 영업이익 CAGR입니다. 확인할 위험은 부채비율입니다. 필수 분석 영역은 2/4개가 관측됐습니다." }, "confidence": { - "level": "low", - "score": 25.0, + "level": "medium", + "score": 50.0, "method": "requiredDomainCoverage" }, "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 26.88, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.marginTrend", + "period": "2025" + }, { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", @@ -86,8 +96,57 @@ "period": "2025" } ], - "claims": [], + "claims": [ + { + "id": "analysis.operatingMargin", + "label": "영업이익률", + "comparisonKey": "profitability", + "basis": "companyFundamentals", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": "2026", + "earliestPeriod": "2024", + "periods": [ + "2024", + "2025", + "2026" + ], + "blockPeriods": { + "representative": [ + "2024", + "2025", + "2026" + ] + }, + "blockLatestPeriods": { + "representative": "2026" + }, + "mixedPeriods": false, + "retrievedAt": "2026-08-23" + }, + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://analysis/175330/representative.blocks.earnings.marginTrend", + "evidenceRefs": [ + "analysis.earnings.marginTrend" + ], + "falsifierRefs": [ + "marginBreak" + ], + "value": 26.88, + "unit": "%" + } + ], "evidence": [ + { + "id": "analysis.earnings.marginTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/175330/representative.blocks.earnings.marginTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, { "id": "analysis.earnings.growthTrend", "kind": "calculationBlock", @@ -112,12 +171,6 @@ ], "assumptions": [], "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.earnings.marginTrend" - }, { "id": "analysis.cash.cashQuality", "status": "partial", @@ -132,6 +185,14 @@ } ], "scenarios": [ + { + "id": "marginCompression", + "label": "영업이익률이 현재보다 3%p 하락", + "currentValue": 26.88, + "unit": "%", + "driverRef": "operatingMargin", + "sourceRef": "representative.assessment.drivers.operatingMargin" + }, { "id": "coverageStress", "label": "이자보상배율이 1배 아래로 하락", @@ -142,6 +203,11 @@ } ], "falsifiers": [ + { + "id": "marginBreak", + "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", + "driverRef": "operatingMargin" + }, { "id": "coverageBreak", "condition": "이자보상배율이 1배 미만이면 안정성 결론을 무효화합니다.", @@ -162,11 +228,11 @@ "resilience", "quality" ], - "observedRequiredDomains": 1, + "observedRequiredDomains": 2, "domainCoverage": { "earnings": { - "status": "partial", - "observed": 1, + "status": "observed", + "observed": 2, "expected": 2 }, "cash": { @@ -185,16 +251,16 @@ "expected": 1 } }, - "observedComponents": 3, + "observedComponents": 4, "totalComponents": 6, "components": [ { "id": "earnings.marginTrend", "domain": "earnings", "required": true, - "status": "missing", + "status": "observed", "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + "reason": "계산 근거를 확보했습니다." }, { "id": "earnings.growthTrend", @@ -239,10 +305,20 @@ ] }, "assessment": { - "label": "판단 보류", - "summary": "3개 핵심 지표를 직접 비교한 결과 판단 보류입니다. 강점은 영업이익 CAGR입니다. 확인할 위험은 부채비율입니다.", - "score": 0, + "label": "재무 기반 보통", + "summary": "4개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, 영업이익 CAGR입니다. 확인할 위험은 부채비율입니다.", + "score": 1, "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": 26.88, + "unit": "%", + "direction": "positive", + "scoreContribution": 1, + "sourceRef": "earnings.marginTrend", + "period": "2025" + }, { "id": "operatingIncomeCagr", "label": "영업이익 CAGR", @@ -274,6 +350,7 @@ } ], "positiveDrivers": [ + "영업이익률", "영업이익 CAGR" ], "negativeDrivers": [ @@ -289,124 +366,66 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { "label": "등급 산출 불가", - "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10)." + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { "level": "blocked", - "score": 70.0, + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 9.78, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 1.47, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 46.25, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 13.88, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 25.91, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 3.89, - "sourceRef": "axes.자본구조" - } - ], + "drivers": [], "claims": [], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/175330/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 46.25, 가중치 30%" - }, + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/175330/axes/자본구조", - "status": "derived", - "detail": "위험점수 25.91, 가중치 15%" + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/175330/axes/유동성", - "status": "derived", - "detail": "위험점수 9.78, 가중치 15%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/175330/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.현금흐름", + "id": "credit.axis.회계자산위험 프록시", "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름" + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { - "id": "credit.axis.사업안정성", + "id": "credit.axis.유동성", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성" + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { "id": "credit.calibration", "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", "sourceRef": "blockedReason" } ], @@ -424,11 +443,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" } ], "payload": { @@ -437,32 +451,13 @@ "axes", "metricsHistory" ], - "gradeHistory": [ - { - "period": "2026", - "score": 95.0, - "grade": "D", - "pdEstimate": 100.0 - }, - { - "period": "2025", - "score": 61.67, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2024", - "score": 87.13, - "grade": "C", - "pdEstimate": 40.0 - } - ], + "gradeHistory": [], "coverage": { - "validAxes": 4, - "totalAxes": 7, - "validWeight": 70.0, - "totalWeight": 100.0, - "weightCoverage": 70.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, "eCR": null, "pdEstimate": null, @@ -480,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -607,19 +602,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -640,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -653,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -673,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -686,17 +681,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -706,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -731,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -759,13 +754,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -774,7 +769,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -787,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -806,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -829,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -837,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -959,13 +954,6 @@ "usable": 1 }, "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", - "sourceRef": "representative.blocks.earnings.marginTrend", - "engine": "analysis" - }, { "id": "analysis.cash.cashQuality", "status": "partial", @@ -981,30 +969,44 @@ "engine": "analysis" }, { - "id": "credit.axis.현금흐름", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", "status": "missing", - "reason": "현금흐름 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.현금흐름", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", "engine": "credit" }, { - "id": "credit.axis.사업안정성", + "id": "credit.axis.유동성", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", "engine": "credit" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", "engine": "credit" }, { "id": "credit.calibration", "status": "blocked", - "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", "sourceRef": "blockedReason", "engine": "credit" }, diff --git a/landing/lenses/176750.json b/landing/lenses/176750.json index 871f97f52a60b2007fb5b06ce968866b082879f5..24174316108a50fcfb7dbbe0b24d47bd565bf05c 100644 --- a/landing/lenses/176750.json +++ b/landing/lenses/176750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177350.json b/landing/lenses/177350.json index 71ef017dee21f70d5cc566d25c1fef17e975a2ac..f7b57e13da272bd4b94c79bf0d82a86556035478 100644 --- a/landing/lenses/177350.json +++ b/landing/lenses/177350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-07-23", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-23", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-23", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-07-23", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177830.json b/landing/lenses/177830.json index 1321a7e1c2c304cc1fd4c7a3223f42b8da2d2c32..2afd0d28def5913e981a30780f5aa59c7b3a5a7b 100644 --- a/landing/lenses/177830.json +++ b/landing/lenses/177830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177900.json b/landing/lenses/177900.json index ee810327df820dfdff6f970a3814a61753e85798..5c6a8d6fa2711f13bd27529f6de6cc4ad0646097 100644 --- a/landing/lenses/177900.json +++ b/landing/lenses/177900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 26.66, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 4.0, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/177900/axes/유동성", "status": "derived", "detail": "위험점수 26.66, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/177900/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -919,13 +935,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/178320.json b/landing/lenses/178320.json index 2bbc82f953248c0946a5c269320d8c04f07fde11..dbdabf3ad6f575865c4f79083ec81349add6797b 100644 --- a/landing/lenses/178320.json +++ b/landing/lenses/178320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178780.json b/landing/lenses/178780.json index 38bac0714ef0f1291af766b93976d45f315cfe66..de7db20dc6499bb6737d677846b7d1419afe4db2 100644 --- a/landing/lenses/178780.json +++ b/landing/lenses/178780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1504,88 +1504,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:65128a0b6b87", - "target": "178780", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.429 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/178920.json b/landing/lenses/178920.json index f5c6af78d1fa6875f6282fc412f9d0a64dec0cf8..83843db06e44b09e5267fb3c0694a1bbbb4a88dc 100644 --- a/landing/lenses/178920.json +++ b/landing/lenses/178920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179290.json b/landing/lenses/179290.json index a4b8fb04591a2e1b906f9fad278f579c31c46636..f9e0a7643fbf60171579c8c9183f583d7d218513 100644 --- a/landing/lenses/179290.json +++ b/landing/lenses/179290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179530.json b/landing/lenses/179530.json index 7269d6c91f9cf6f882af76335f66ceac2497c78a..85699cc9ce5c0e265d7914fe365c95d0831cd2b7 100644 --- a/landing/lenses/179530.json +++ b/landing/lenses/179530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -514,18 +514,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 52.35, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -710,14 +710,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 52.35, + "score": 51.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 53.34, + "score": 52.7, "assumptions": { "scenarioStress": "moderate" } @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -980,7 +980,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1013,17 +1013,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1086,13 +1086,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1101,7 +1101,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179720.json b/landing/lenses/179720.json index 3ce7837f5008a1341d2f3ab599b8f2784e9b204b..e14a0f316691a5b3960fce25315a7ba78da1b0d0 100644 --- a/landing/lenses/179720.json +++ b/landing/lenses/179720.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179900.json b/landing/lenses/179900.json index 5a6e3d9c7e5b40dc70b2203325dcafe88ec4d932..9256bd6afe312ee8fd0063fa018cddea868e42a9 100644 --- a/landing/lenses/179900.json +++ b/landing/lenses/179900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180060.json b/landing/lenses/180060.json index e823af7fe93cc217fcfa6f7f718d28dbfd891dd3..90f6d8222efeef7c623d2649b7c191d03f58d239 100644 --- a/landing/lenses/180060.json +++ b/landing/lenses/180060.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/180400.json b/landing/lenses/180400.json index 85a93807f4ad8af08b8821073f35f5dd9fa4f974..43012e8c6c46c539573365b35b43e3fe5ec368a7 100644 --- a/landing/lenses/180400.json +++ b/landing/lenses/180400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180640.json b/landing/lenses/180640.json index 48013d07a19a3862204aac7c5d82a719016cbc47..62a0fab60bc48816efb450846df061eefc906850 100644 --- a/landing/lenses/180640.json +++ b/landing/lenses/180640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -73,7 +73,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": -2.52, + "value": -74.12, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": -2.52, + "value": -74.12, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": -2.52, + "currentValue": -74.12, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -543,7 +543,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": -2.52, + "value": -74.12, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -618,216 +618,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 23.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 45.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.75, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 33.51, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.03, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/180640/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 우수하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/180640/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/180640/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/180640/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/180640/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 33.51, 가중치 15%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/180640/axes/자본구조", - "status": "derived", - "detail": "위험점수 3.25, 가중치 25%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/180640/axes/유동성", - "status": "derived", - "detail": "위험점수 5.76, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/180640/axes/현금흐름", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/180640/axes/사업안정성", - "status": "derived", - "detail": "위험점수 45.00, 가중치 15%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/180640/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 23.34, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 23.78, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -835,91 +695,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 4.96, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 8.61, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2025", - "score": 42.49, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 14.08, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2024", - "score": 29.11, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 47.81, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2023", - "score": 42.91, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 61.08, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2022", - "score": 67.56, + "score": 64.69, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2021", - "score": 61.3, - "grade": "B", - "pdEstimate": 7.0 + "score": 84.11, + "grade": "CC", + "pdEstimate": 25.0 }, { "period": "2020", - "score": 50.61, - "grade": "B+", - "pdEstimate": 4.0 + "score": 16.04, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2019", - "score": 55.55, - "grade": "B", - "pdEstimate": 7.0 + "score": 25.27, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-1", - "pdEstimate": 0.08, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "지주사 별도 부채비율 13% (양호)" - ] + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, - "divergenceExplanation": [ - "사업안정성 축이 45점으로 등급 하방 압력", - "D/EBITDA 46.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "eCR": null, + "pdEstimate": null, + "notchAdjustment": null, + "divergenceExplanation": [] } }, "industry": { @@ -932,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1384,7 +1228,8 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "blocked": 1, + "usable": 2 }, "gaps": [ { @@ -1395,10 +1240,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { diff --git a/landing/lenses/181710.json b/landing/lenses/181710.json index f218bcba05f8650cd7ae6523e3df43e374de2cbe..ee382d30114a248506003015fdf78d4911e571f1 100644 --- a/landing/lenses/181710.json +++ b/landing/lenses/181710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/182360.json b/landing/lenses/182360.json index 8660f735897ba588bed920676f67507bd0afcfa2..eac6142e42b00ada3d9f0d50bd9c04e382e7d105 100644 --- a/landing/lenses/182360.json +++ b/landing/lenses/182360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.17%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,19 +1070,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1103,8 +1103,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,17 +1149,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,7 +1228,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1237,7 +1237,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/182400.json b/landing/lenses/182400.json index 14b7059922df58eade9587a6f5c56337a9584829..f1c38340df1d802bf38ca91981e376714edbea96 100644 --- a/landing/lenses/182400.json +++ b/landing/lenses/182400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-13", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-13", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,10 +1197,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1215,10 +1215,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1531,7 +1531,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1553,7 +1553,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", diff --git a/landing/lenses/183190.json b/landing/lenses/183190.json index 7149d8669f5c879edac8d697fe2bfdd489355067..95fe8fcc1f5781dd7992138aa38614b6ed6cad91 100644 --- a/landing/lenses/183190.json +++ b/landing/lenses/183190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/183300.json b/landing/lenses/183300.json index 9f74b6eb002510e68ade184fd94cceb7081e593e..1d337349047b97158372cdc0440eb8432d818757 100644 --- a/landing/lenses/183300.json +++ b/landing/lenses/183300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-07-28", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183350.json b/landing/lenses/183350.json index 679d1d23a32fb50f736ba6bc2ed9d2a3a385dee1..4ca8906e8ead56c904305fccc6a5c5702685f2c4 100644 --- a/landing/lenses/183350.json +++ b/landing/lenses/183350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/183490.json b/landing/lenses/183490.json index 31993ce524924a0ead1a7ffb9713bb3683f3d205..799f40e787a080459e76912e38e0a63da97545a0 100644 --- a/landing/lenses/183490.json +++ b/landing/lenses/183490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", diff --git a/landing/lenses/184230.json b/landing/lenses/184230.json index bf464ab75c6b2b761c1d5ff51f78a5143659d641..c66858626314b7f231c0eff7d23c09e32e967654 100644 --- a/landing/lenses/184230.json +++ b/landing/lenses/184230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5157e31dd896", + "target": "184230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/185190.json b/landing/lenses/185190.json index 6822c81f602c2a322983c53064882ea6a3206ab4..1f583d4a031a86fa645285a86b53e3a9b5db53ef 100644 --- a/landing/lenses/185190.json +++ b/landing/lenses/185190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/185490.json b/landing/lenses/185490.json index ebdbc230499e351788e7f0a38333d070f9141ee1..a82acc1babec0f586d3cdffc0bbc4eeebdb84c1b 100644 --- a/landing/lenses/185490.json +++ b/landing/lenses/185490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -933,8 +933,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -952,10 +952,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -965,7 +965,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -982,7 +982,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185750.json b/landing/lenses/185750.json index 78b8a7f1fc6241bdb498ef5226958e89c3636ca2..76ada7cfbfc33baff8c75247763573f68e950d15 100644 --- a/landing/lenses/185750.json +++ b/landing/lenses/185750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/186230.json b/landing/lenses/186230.json index 0962ec7249bb15c6558e2efc670b1a8ea397404f..a5812bef84852cabf6f0b3998d0290ae852fd436 100644 --- a/landing/lenses/186230.json +++ b/landing/lenses/186230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 10.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1433,7 +1433,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1455,7 +1455,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1473,8 +1473,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/187220.json b/landing/lenses/187220.json index 9032d4cac040dd5c19361f2a1e16af526ff0ef85..1ebb028f2fbda48469a1ce914fdda0aae7498408 100644 --- a/landing/lenses/187220.json +++ b/landing/lenses/187220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 10.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 11.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 124.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187270.json b/landing/lenses/187270.json index 129d8f9a1e3c314456eb1ff54b9545557a423458..82fc3047ad42e8e27e8d1656c912972d5e0b3363 100644 --- a/landing/lenses/187270.json +++ b/landing/lenses/187270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187420.json b/landing/lenses/187420.json index fe6108e4d843f985cc5b88bd5ede0f38a3359e00..0dad2d8b964315323008aa05b4d93387436a433a 100644 --- a/landing/lenses/187420.json +++ b/landing/lenses/187420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187660.json b/landing/lenses/187660.json index f70eec65ca399fdf2acd4a70875e70665b2d25f6..4adf46506e8dbfb4c208971a2defbadcfa087aff 100644 --- a/landing/lenses/187660.json +++ b/landing/lenses/187660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 39.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -703,14 +703,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 39.25, + "score": 39.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.28, + "score": 40.54, "assumptions": { "scenarioStress": "moderate" } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,17 +991,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1068,7 +1068,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1077,7 +1077,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187790.json b/landing/lenses/187790.json index b3b417546408460a09d7fadac7ee170046069b9a..485f95b83c8961e7402c0d901d37d9ffc4dec43c 100644 --- a/landing/lenses/187790.json +++ b/landing/lenses/187790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187870.json b/landing/lenses/187870.json index c07ec0675db75d1db424d1598c6ba250bd59c5d0..b0a18e3b8e32d129acefb7e7b4276a4238255e02 100644 --- a/landing/lenses/187870.json +++ b/landing/lenses/187870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188040.json b/landing/lenses/188040.json index 9891a1fc851aabe05d4801c5064b971fddcd12f6..25b44ddae533a432ebac4315f4053866289f6630 100644 --- a/landing/lenses/188040.json +++ b/landing/lenses/188040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188260.json b/landing/lenses/188260.json index 94ba04bf2e26949ec57ba73d9a10d64098d4656d..daec7edc7d372fe5baefb47558c8cdd02462ae3b 100644 --- a/landing/lenses/188260.json +++ b/landing/lenses/188260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -539,10 +539,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -571,8 +571,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -611,7 +611,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -679,10 +679,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -725,10 +725,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -743,10 +743,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189300.json b/landing/lenses/189300.json index 6a9ed2dd7603629053de98f017901a81bd077a61..eb7345b839287e18a0fc6e5fbc4ca913927c7512 100644 --- a/landing/lenses/189300.json +++ b/landing/lenses/189300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,8 +1465,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/189330.json b/landing/lenses/189330.json index 357022f0ed790a072bd8c930124dea4a679ba28c..34ecaefebd9ec8acd894ee4b5f1c3021af9f85cf 100644 --- a/landing/lenses/189330.json +++ b/landing/lenses/189330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -850,19 +850,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -883,8 +883,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -929,17 +929,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1002,13 +1002,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1017,7 +1017,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189690.json b/landing/lenses/189690.json index dff82f1c88ef5303ac922917e148e591641066cb..6c460fe5e63a6f64b152e24ea60a4c0d134e5c91 100644 --- a/landing/lenses/189690.json +++ b/landing/lenses/189690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189860.json b/landing/lenses/189860.json index b5e55da55e74a4e21a83b090fbd536bd49087489..a533f189cdb5ba2d455ef9803a94fed8a8be074a 100644 --- a/landing/lenses/189860.json +++ b/landing/lenses/189860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.69, + "grade": "dCR-BB-", + "score": 43.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.37, + "grade": "dCR-BB-", + "score": 44.35, "assumptions": { "scenarioStress": "moderate" } @@ -906,11 +906,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189980.json b/landing/lenses/189980.json index 9abe622386aeb3b8e23c7594dcb4c073c11ab346..cee87b13d0944395809a34045b127b21d121075a 100644 --- a/landing/lenses/189980.json +++ b/landing/lenses/189980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190510.json b/landing/lenses/190510.json index 1b6773a6ccf85a713117e0fe82c5c728fb2ec850..4eece75b1a0e811718ace00d89349041e7bf911a 100644 --- a/landing/lenses/190510.json +++ b/landing/lenses/190510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190650.json b/landing/lenses/190650.json index 1e2f0df2cd793be8e4a24526e88ff642fd45a971..ed9c588459db1aebee8864fad5a7799438d50b28 100644 --- a/landing/lenses/190650.json +++ b/landing/lenses/190650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191410.json b/landing/lenses/191410.json index def75fe012653dfaf11288e0ce9a6c8096905483..f61e9e43d5d6d426d2241d5d07b90d3e68779eff 100644 --- a/landing/lenses/191410.json +++ b/landing/lenses/191410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 23.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 27.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:23e67303d348", + "target": "191410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.541 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/191420.json b/landing/lenses/191420.json index 005bd5b1642f32d1e6d2cef28621a82d56115f6c..24a3ae3e4084f1d76accc14ffca7c6d2b28f8a9e 100644 --- a/landing/lenses/191420.json +++ b/landing/lenses/191420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:96b6dd3fbe4a", + "target": "191420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/191600.json b/landing/lenses/191600.json index 67353931b05e55908717ccdb2ca7a0dfb9533f60..b1fff7b6af5ade44ea783a1e17928ae66818dd5f 100644 --- a/landing/lenses/191600.json +++ b/landing/lenses/191600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/192080.json b/landing/lenses/192080.json index deccba5d1ccdfb09f94d374cf8779eebacd2ee4f..29e86e94058e2770fd3e5e14ac1370cf207a1e2b 100644 --- a/landing/lenses/192080.json +++ b/landing/lenses/192080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192250.json b/landing/lenses/192250.json index 78efb3baa78921065f52ed1b42c43e9985df16b6..bf8f958f5549deedbe9fd73245dd3fabad9c1970 100644 --- a/landing/lenses/192250.json +++ b/landing/lenses/192250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192390.json b/landing/lenses/192390.json index 88f4371aab08b13f323fff971b791161a0a4f70b..2c491d519146365c942216fc95514dc30bde9b18 100644 --- a/landing/lenses/192390.json +++ b/landing/lenses/192390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/192400.json b/landing/lenses/192400.json index 4f42b126b0e3ab5b0d7ae4fe6962b00029322d11..2c92f3bf20bf2ccd1d455ea0090b2b929c3a8369 100644 --- a/landing/lenses/192400.json +++ b/landing/lenses/192400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,15 +54,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { "label": "재무 기반 우수", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -73,10 +73,10 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 12.38, + "value": 459.21, "unit": "%", - "direction": "neutral", - "scoreContribution": 0, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -245,9 +245,9 @@ "label": "영업이익률", "comparisonKey": "profitability", "basis": "companyFundamentals", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -292,7 +292,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 12.38, + "value": 459.21, "unit": "%" }, { @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -401,7 +401,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 12.38, + "currentValue": 459.21, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -537,16 +537,16 @@ }, "assessment": { "label": "재무 기반 우수", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다.", - "score": 4, + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 영업이익률, 매출 CAGR입니다.", + "score": 5, "drivers": [ { "id": "operatingMargin", "label": "영업이익률", - "value": 12.38, + "value": 459.21, "unit": "%", - "direction": "neutral", - "scoreContribution": 0, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2025" }, @@ -600,6 +600,7 @@ } ], "positiveDrivers": [ + "영업이익률", "매출 CAGR", "영업이익 CAGR", "부채비율", @@ -616,216 +617,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 3.14, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.0, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 17.5, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 2.62, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 14.65, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 1.47, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/192400/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/192400/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/192400/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/192400/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/192400/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/192400/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.46, 가중치 20%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/192400/axes/유동성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/192400/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/192400/axes/사업안정성", - "status": "derived", - "detail": "위험점수 14.65, 가중치 10%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/192400/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 3.14, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 3.15, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -833,83 +694,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 0.64, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.27, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 2.02, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 1.13, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.26, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.33, + "score": 0.28, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.56, + "score": 1.34, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 0.59, + "score": 0.92, "grade": "AAA", "pdEstimate": 0.0 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, - "eCR": "eCR-4", - "pdEstimate": 0.01, + "eCR": null, + "pdEstimate": null, "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "divergenceExplanation": [] } }, "industry": { @@ -922,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1248,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1397,7 +1250,8 @@ }, "statusCounts": { "partial": 3, - "usable": 2 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -1408,10 +1262,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { diff --git a/landing/lenses/192410.json b/landing/lenses/192410.json index 4d4bdd6cd32f086b6bea54688a3f15d7a5b50b95..efa3b3ed3dff913cb48f48c9d7732c025f6db656 100644 --- a/landing/lenses/192410.json +++ b/landing/lenses/192410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192440.json b/landing/lenses/192440.json index a59f2ca143b9fe3b7d82b54f89de74a46b7c85cc..d82e6edb835de5e7c9d4a3ed481392151e4f91f4 100644 --- a/landing/lenses/192440.json +++ b/landing/lenses/192440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192520.json b/landing/lenses/192520.json index 9220310618a28c102634a163510bef5667e1eb47..c145c599b9b1eee219b09ad1233f3a5c9b38607d 100644 --- a/landing/lenses/192520.json +++ b/landing/lenses/192520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192530.json b/landing/lenses/192530.json index 2a6e70c9da1331e9c9157c81ad44f72150eef7ab..f63784beceec0df15a8234a8e966caaa54a7bb57 100644 --- a/landing/lenses/192530.json +++ b/landing/lenses/192530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192650.json b/landing/lenses/192650.json index f316326cc5d147408dec2a0b2ee20f8eceeadb5f..db91bd546aad28e10e91595e1f609da008708e3e 100644 --- a/landing/lenses/192650.json +++ b/landing/lenses/192650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192820.json b/landing/lenses/192820.json index 422ac745544f765f9e0ab27a1601240e0e0ba323..e78e335e763166edd25990865fb9781c42e18d0a 100644 --- a/landing/lenses/192820.json +++ b/landing/lenses/192820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/193250.json b/landing/lenses/193250.json index 045490ad76eec7f8a9b5a68234d10052cbd2dc67..e3a873657ba8aa84c3ece77c1799c149df8e3a0a 100644 --- a/landing/lenses/193250.json +++ b/landing/lenses/193250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,10 +1101,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194370.json b/landing/lenses/194370.json index b13878c7992685642c60cfa22d7b40d7f7a311a4..fb4b1b902205551b2cb77cdde007e07a56cb8f0d 100644 --- a/landing/lenses/194370.json +++ b/landing/lenses/194370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,15 +1082,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.05, - "direction": "neutral", + "score": -0.215, + "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194480.json b/landing/lenses/194480.json index 7a02a322c048044079db0e0fa8691608407b0c12..1ff7970c955f9008686169536bb9e794f6ac1b21 100644 --- a/landing/lenses/194480.json +++ b/landing/lenses/194480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6e4bdb05e4c3", - "target": "194480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.337 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/194510.json b/landing/lenses/194510.json index 8d393ee839313162b81343148ff4e4e52db43e01..62414acf638a9bb9e7bab54debd63e9712d43caf 100644 --- a/landing/lenses/194510.json +++ b/landing/lenses/194510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194610.json b/landing/lenses/194610.json index 6509eb31b216e06cbd244a4ef09f2d68d5cfdf7c..c8e8c82912014008894d569963b2359140a78c81 100644 --- a/landing/lenses/194610.json +++ b/landing/lenses/194610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -402,15 +402,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/194700.json b/landing/lenses/194700.json index d5b03f1a64a6c0f1d068fa0c17a3ad2ebf34608e..7fcdc2063a1ef5e06b53995f7cb13a025c084362 100644 --- a/landing/lenses/194700.json +++ b/landing/lenses/194700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1040,15 +1040,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,17 +1119,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,13 +1192,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1207,7 +1207,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1442,12 +1442,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7ca0d32717e4", + "target": "194700", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/195500.json b/landing/lenses/195500.json index 6f5e5a068749229d24117c17190ae9546616c7f8..c1cd7bbc794886fe85f04c8232118cabf0989673 100644 --- a/landing/lenses/195500.json +++ b/landing/lenses/195500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195870.json b/landing/lenses/195870.json index 6ce1103faf51c39d5e5244769461dd1b30c8b2b7..604226db8d18539ee3cc36259e11788ae975d1bc 100644 --- a/landing/lenses/195870.json +++ b/landing/lenses/195870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.62, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.44, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,14 +649,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 14.77, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 12.59, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 2.95, - "sourceRef": "axes.자본구조" + "weight": 25, + "contribution": 3.15, + "sourceRef": "axes.채무상환능력" }, { "id": "axis.사업안정성", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/195870/axes/채무상환능력", "status": "derived", - "detail": "위험점수 23.30, 가중치 25%" + "detail": "위험점수 12.59, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/195870/axes/자본구조", "status": "derived", - "detail": "위험점수 14.77, 가중치 20%" + "detail": "위험점수 13.22, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.62, + "score": 12.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 13.28, + "score": 13.24, "assumptions": { "scenarioStress": "moderate" } @@ -850,51 +850,51 @@ "gradeHistory": [ { "period": "2026", - "score": 5.62, + "score": 7.32, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2025", - "score": 16.03, - "grade": "A-", - "pdEstimate": 0.08 + "score": 10.21, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2024", - "score": 8.22, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 5.86, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2023", - "score": 2.06, + "score": 1.67, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 2.68, + "score": 2.9, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 4.75, + "score": 4.58, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2020", - "score": 8.7, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 7.07, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2019", - "score": 11.57, - "grade": "A+", - "pdEstimate": 0.04 + "score": 8.24, + "grade": "AA-", + "pdEstimate": 0.03 } ], "coverage": { @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195940.json b/landing/lenses/195940.json index c4c4e9a2a0aedb89f31dea8f2835a14ccaa11b8d..9509ab3a242c8f64fc831fbfdbc2ff15ed81c267 100644 --- a/landing/lenses/195940.json +++ b/landing/lenses/195940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195990.json b/landing/lenses/195990.json index 6ea42c942f010fc2275b6971240f97a2a36902a7..655d4b71f50448c51249a2de0da8fba88e5326d0 100644 --- a/landing/lenses/195990.json +++ b/landing/lenses/195990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196170.json b/landing/lenses/196170.json index 1f0bfd126941dd7443b685bf1e31368a881ee29d..2469f64c80e5a9f7451fd1e6b0f7bed8a2f44593 100644 --- a/landing/lenses/196170.json +++ b/landing/lenses/196170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196300.json b/landing/lenses/196300.json index fe103d4606082ce57ce4e0844988fe6fa2948999..90b01925f010c83415dd7d4c09bc243021799cbd 100644 --- a/landing/lenses/196300.json +++ b/landing/lenses/196300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196450.json b/landing/lenses/196450.json index ee11b66a7a6e469860f1303bc8fb0f2921852df1..df36e896547d24345241b5c866c0004b6eacf275 100644 --- a/landing/lenses/196450.json +++ b/landing/lenses/196450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.39, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.14, + "score": 30.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.28, + "score": 31.53, "assumptions": { "scenarioStress": "moderate" } @@ -911,6 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/196490.json b/landing/lenses/196490.json index b6237e9fd64e10b85274666be9ebd2c1b38bfc7a..4c8eb086986f78442caf2944cdb543e2ffb598c2 100644 --- a/landing/lenses/196490.json +++ b/landing/lenses/196490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-06", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-06", "period": "2025", "status": "derived", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-06", "period": "2025", "status": "observed", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196700.json b/landing/lenses/196700.json index 74086f5ef02c7c719edd0c5925bcec42ef074814..3fbf1cc4765c2e428ab36cfc97e21ffdd0313b65 100644 --- a/landing/lenses/196700.json +++ b/landing/lenses/196700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/197140.json b/landing/lenses/197140.json index 1b1e072a3a50b68ce88b10f2423e79787e2acdf3..e0748cbfd58dac2a568fcad316d3612ae8da86af 100644 --- a/landing/lenses/197140.json +++ b/landing/lenses/197140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1180,7 +1180,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1189,7 +1189,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198080.json b/landing/lenses/198080.json index 8849db0ea5857aa9cc47b4210f97762f94996fbf..ed15ff4ddc2436940ba965c84a9ab7d5c610151c 100644 --- a/landing/lenses/198080.json +++ b/landing/lenses/198080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1013,19 +1013,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1046,8 +1046,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,17 +1092,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1171,7 +1171,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1180,7 +1180,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1415,12 +1415,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:637f7f05b70e", + "target": "198080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.74 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/198440.json b/landing/lenses/198440.json index 3dc4857783b8828c4eb4643862f2da22cfea81e8..521ef4a1dcad52005812f34f1466d6fb93c4aa76 100644 --- a/landing/lenses/198440.json +++ b/landing/lenses/198440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -657,8 +657,8 @@ "value": 2.12, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 0.42, + "weight": 15, + "contribution": 0.32, "sourceRef": "axes.자본구조" }, { @@ -672,14 +672,14 @@ "sourceRef": "axes.사업안정성" }, { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 33.0, + "id": "axis.유동성", + "label": "유동성", + "value": 31.87, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 8.25, - "sourceRef": "axes.채무상환능력" + "weight": 15, + "contribution": 4.78, + "sourceRef": "axes.유동성" } ], "claims": [ @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -723,12 +723,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -766,14 +766,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/198440/axes/채무상환능력", "status": "derived", - "detail": "위험점수 33.00, 가중치 25%" + "detail": "위험점수 27.80, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/198440/axes/자본구조", "status": "derived", - "detail": "위험점수 2.12, 가중치 20%" + "detail": "위험점수 2.12, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -825,7 +825,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.31, + "score": 42.3, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 14.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 14.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198940.json b/landing/lenses/198940.json index 2cee96c3d71b0495c686e9ad6451b53836c2af9f..08558d99cce3b6c8d0b42fd9d7b3c461e6699907 100644 --- a/landing/lenses/198940.json +++ b/landing/lenses/198940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -790,14 +790,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -950,8 +950,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,10 +1003,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1097,10 +1097,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1116,10 +1116,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199430.json b/landing/lenses/199430.json index 579b80ff84f106c027defef39b5fad3a38ac57cf..4550cce205f9767b1ea4d98c627ecfa6025a6281 100644 --- a/landing/lenses/199430.json +++ b/landing/lenses/199430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -489,18 +489,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.28, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.50, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,15 +683,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.28, + "grade": "dCR-BB-", + "score": 44.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.18, + "grade": "dCR-BB-", + "score": 45.34, "assumptions": { "scenarioStress": "moderate" } @@ -744,10 +744,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -762,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -889,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -922,8 +923,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -935,7 +936,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -955,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -975,10 +976,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -988,7 +989,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1013,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1069,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1111,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1119,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199480.json b/landing/lenses/199480.json index 237cb2b32206a95f075c9c9c1511d18c15d454a0..2573cf8133d40256c70f72c3c8243cb818c08910 100644 --- a/landing/lenses/199480.json +++ b/landing/lenses/199480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199550.json b/landing/lenses/199550.json index ba826a5b63afc9aa232401272d19281ab41a55e3..0af6daa26ec51c092454cad7b298f71803299d6a 100644 --- a/landing/lenses/199550.json +++ b/landing/lenses/199550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199730.json b/landing/lenses/199730.json index 2c613531b1a507407ac6eb39b903abe29a1470cd..998cfea08ae6416faccc5654cb5e46ca4e4ee462 100644 --- a/landing/lenses/199730.json +++ b/landing/lenses/199730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -235,13 +235,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -429,14 +429,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -588,8 +588,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -628,7 +628,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -715,10 +715,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -738,7 +738,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199800.json b/landing/lenses/199800.json index e0df1fac161499d35053ebf295b70532785e4996..2ddd9ef1aac5f96afba3928ca9e399de3543131e 100644 --- a/landing/lenses/199800.json +++ b/landing/lenses/199800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199820.json b/landing/lenses/199820.json index e3707b56280ece4c057f7a064328d4a1aed62b6e..c381af83685e7de373b89e9c7edbe4afb4ebb330 100644 --- a/landing/lenses/199820.json +++ b/landing/lenses/199820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200130.json b/landing/lenses/200130.json index a297ae82e8f90bb3262de5c865cb1ede59a65362..51edc0a49c3a4bcb8052f1d2e1e05cff766dd20a 100644 --- a/landing/lenses/200130.json +++ b/landing/lenses/200130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/200230.json b/landing/lenses/200230.json index 3240f614240955014af1196d74cea5416b555f0e..506788ce017f075d0c0e6a291cd393a5e510db65 100644 --- a/landing/lenses/200230.json +++ b/landing/lenses/200230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 414.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 422.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200350.json b/landing/lenses/200350.json index db30012c091ba32ac3bd988d489bebdc109dc6ba..942c268689623513591941eb70d6af18fc0773c1 100644 --- a/landing/lenses/200350.json +++ b/landing/lenses/200350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -925,8 +925,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1036,10 +1036,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,7 +1059,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1067,7 +1067,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200470.json b/landing/lenses/200470.json index fa942bb48d043c7961e335c72fef35f4b2c3a7f0..85dc402da56c966510a6d4a0d61d04e39a6d1716 100644 --- a/landing/lenses/200470.json +++ b/landing/lenses/200470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200670.json b/landing/lenses/200670.json index 32e5d4aed5662817c99ac39867a5d4c10e79cf1c..7d7ed19036d31886f3d6c53cb450ee95142c96b2 100644 --- a/landing/lenses/200670.json +++ b/landing/lenses/200670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200710.json b/landing/lenses/200710.json index 1257733da594cda6a6a04d5d66a21c205ea4a967..1c3f78dd02c8f54354a78c42b6b4779e6821c458 100644 --- a/landing/lenses/200710.json +++ b/landing/lenses/200710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200780.json b/landing/lenses/200780.json index 4471e31c4541dc0a7eba0586760caa0e6602a363..f1872d957fab8ad376957046448d36cecd6df1c6 100644 --- a/landing/lenses/200780.json +++ b/landing/lenses/200780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200880.json b/landing/lenses/200880.json index b77680bec32d4c9eb9e3a01f8d0954b3279c61c7..2184e9e748ae759b4484073e2a2f73efd63e3cd3 100644 --- a/landing/lenses/200880.json +++ b/landing/lenses/200880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/201490.json b/landing/lenses/201490.json index be91e46b4f5148796b5acc3d51ff3d5b865e5b1a..0176fe311c11bafce2d0732347c919eef8e18499 100644 --- a/landing/lenses/201490.json +++ b/landing/lenses/201490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/203400.json b/landing/lenses/203400.json index 85f196534100ed92d26603eb2dec2f5d8ab15df6..bd826ebc1fa683d3dcac47e953b28c8d6701108a 100644 --- a/landing/lenses/203400.json +++ b/landing/lenses/203400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 318.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 313.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-14", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,7 +989,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-14", "period": "2025", "status": "derived", @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-14", "period": "2025", "status": "observed", @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,7 +1373,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-14", "period": "2025", "status": "observed", diff --git a/landing/lenses/203450.json b/landing/lenses/203450.json index abec846a10c32d8646835541595687fcd7add9c5..ebcd469fb83aa6928138e379f406790af8c90d07 100644 --- a/landing/lenses/203450.json +++ b/landing/lenses/203450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 37.12, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.87, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 37.12, + "grade": "dCR-BB+", + "score": 34.87, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.82, + "grade": "dCR-BB+", + "score": 35.57, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203650.json b/landing/lenses/203650.json index 9e3873c223393ed367c055d783e8945cfc50f76d..cecc7d2067b1f2262d360bca9a700032d49f353c 100644 --- a/landing/lenses/203650.json +++ b/landing/lenses/203650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203690.json b/landing/lenses/203690.json index fafed0442830d37df67a8da3ef35717ff4e72e8e..dee3ce3ca4b19b9e56db1e82a636ad62d78ea5ed 100644 --- a/landing/lenses/203690.json +++ b/landing/lenses/203690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-07", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204020.json b/landing/lenses/204020.json index a4680676c24faa520aee0f8dfc4ef4fdf7eb12f5..c1b7c4ff6555a40cb1fd135ac61af4f30f8a6e15 100644 --- a/landing/lenses/204020.json +++ b/landing/lenses/204020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204210.json b/landing/lenses/204210.json index c7df9b6483c3440ee59e8977507316168a1f14aa..dc020166acd9ff23fc85fe3935dfb471c7bf8255 100644 --- a/landing/lenses/204210.json +++ b/landing/lenses/204210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -758,14 +758,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-11", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-11", "period": "2025", "status": "derived", @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-11", "period": "2025", "status": "observed", @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,10 +1106,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1124,10 +1124,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204270.json b/landing/lenses/204270.json index 5ff935258fabb7c18f444ab4e7743b8ef123582e..79deb37d4cb69e182775055959890bc9633e532b 100644 --- a/landing/lenses/204270.json +++ b/landing/lenses/204270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 16.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 13.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,8 +1466,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/204320.json b/landing/lenses/204320.json index f5c3ef1c0d36d2732e72b303a8290bc98d67c081..4d3678407a9c33d80f860a8713f3ead0f1985fd2 100644 --- a/landing/lenses/204320.json +++ b/landing/lenses/204320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 15.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,14 +650,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 10.4, + "id": "axis.자본구조", + "label": "자본구조", + "value": 6.96, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 1.56, - "sourceRef": "axes.유동성" + "weight": 20, + "contribution": 1.39, + "sourceRef": "axes.자본구조" }, { "id": "axis.사업안정성", @@ -683,12 +683,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", + "label": "자본구조는 매우 건전하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/204320/axes/채무상환능력", "status": "derived", - "detail": "위험점수 16.46, 가중치 25%" + "detail": "위험점수 12.78, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/204320/axes/자본구조", "status": "derived", - "detail": "위험점수 13.82, 가중치 20%" + "detail": "위험점수 6.96, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.37, + "grade": "dCR-A", + "score": 15.55, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 17.91, + "score": 17.13, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -851,51 +856,51 @@ "gradeHistory": [ { "period": "2026", - "score": 20.8, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 14.18, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 21.68, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 15.98, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2024", - "score": 28.82, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 20.77, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2023", - "score": 29.35, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 20.91, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2022", - "score": 44.33, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 34.56, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2021", - "score": 32.06, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 21.28, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2020", - "score": 41.98, - "grade": "BB", - "pdEstimate": 1.5 + "score": 32.99, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2019", - "score": 33.31, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 20.54, + "grade": "BBB+", + "pdEstimate": 0.15 } ], "coverage": { @@ -906,9 +911,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204610.json b/landing/lenses/204610.json index 23f031b3fd5039e41738edcf393f0a001b5fa28d..d078b0e9d514fc720acdcde01e8421ebfddf4fd5 100644 --- a/landing/lenses/204610.json +++ b/landing/lenses/204610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204620.json b/landing/lenses/204620.json index 7b7bcb5096117c402da199d535abea0104142966..963f1f60733f0dbf964a18d13563591751fea508 100644 --- a/landing/lenses/204620.json +++ b/landing/lenses/204620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,15 +893,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1361,12 +1361,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7551d8a162d2", + "target": "204620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.87 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204630.json b/landing/lenses/204630.json index c5d9f43be22b367fe490ef9cd00851d8a520e4c1..b8ca97a6d1cdadd492a356cdf745a260dcfdd652 100644 --- a/landing/lenses/204630.json +++ b/landing/lenses/204630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-17", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-17", "period": "2024", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-17", "period": "2024", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204840.json b/landing/lenses/204840.json index 1fd683e167b9fae3f4a31dd30aa646f56bc39899..15689c0b89f1bdc8362a4872ea8a2d387a7004b2 100644 --- a/landing/lenses/204840.json +++ b/landing/lenses/204840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205100.json b/landing/lenses/205100.json index 2127fe84a71d93adad9ca3c1b12fa9b165d568aa..38e7eda8ea64cf745e5d396b1fd14b5d0f85f36d 100644 --- a/landing/lenses/205100.json +++ b/landing/lenses/205100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205470.json b/landing/lenses/205470.json index d49e4a3da276132aed86fb3c0613ba7b08f10eee..bc0ab1548ee976097658f339f644cad4f899ba2a 100644 --- a/landing/lenses/205470.json +++ b/landing/lenses/205470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205500.json b/landing/lenses/205500.json index 3bfa88bfca27650ecdadd7ef97d8e4b209b4de4b..6094af27c2050a87991e7a5df09a5140c5df74f7 100644 --- a/landing/lenses/205500.json +++ b/landing/lenses/205500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206400.json b/landing/lenses/206400.json index 2d617177ecfda34d5772e5a1c4f6ca827d3218d5..09d2ec0ef481283812616a730efbc784ef604f73 100644 --- a/landing/lenses/206400.json +++ b/landing/lenses/206400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206560.json b/landing/lenses/206560.json index dffe07fa92c58a7e5523da170724b07e6c4402d1..f37bf946c70cb91a5e3e479a8b0766e6f0069ba3 100644 --- a/landing/lenses/206560.json +++ b/landing/lenses/206560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206640.json b/landing/lenses/206640.json index e28161c86cadac1015a5cec2a6389e3a3d33acd5..35ee0c411f513063f9900388fc17407f6aeb5ba5 100644 --- a/landing/lenses/206640.json +++ b/landing/lenses/206640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206650.json b/landing/lenses/206650.json index 55b59e5c2d3245178c549f4249d4283eaf53c6d9..aa7732ce01e083370a4ef08884a186e5a6e239f7 100644 --- a/landing/lenses/206650.json +++ b/landing/lenses/206650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207760.json b/landing/lenses/207760.json index 959241ea9be3d5deb0e5f6f635a47f577f467df4..6cb83ce04f05ecac0df5abc82cc17367e8c7b4ba 100644 --- a/landing/lenses/207760.json +++ b/landing/lenses/207760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-31", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-31", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-31", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207940.json b/landing/lenses/207940.json index 2615ed16c6c0abecb3460b61b6a0c877131b2070..2c1d644fccdd5736f63ed6470545ba3dd1c2b09e 100644 --- a/landing/lenses/207940.json +++ b/landing/lenses/207940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208140.json b/landing/lenses/208140.json index 07d1ea724359443560650da884d27adcda050656..233bc40ca095de983cc3cf3e709cea000c0f3712 100644 --- a/landing/lenses/208140.json +++ b/landing/lenses/208140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 필수소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/208340.json b/landing/lenses/208340.json index b9ae245ce26bc656bfcfe59ec65c08df9f52dc47..540d15eb48306df638194c7f686c6f395c2125fa 100644 --- a/landing/lenses/208340.json +++ b/landing/lenses/208340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,10 +1170,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208350.json b/landing/lenses/208350.json index 6df565a647fdae1fe6a723fbf3215d1627a93628..18b46c2d8a9bbc0f5ef7f7ca5001857101873ba8 100644 --- a/landing/lenses/208350.json +++ b/landing/lenses/208350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/208370.json b/landing/lenses/208370.json index eddaf38ac9cd917585dbac44fe94ea22b450ca63..8c6e7614eae2cee94814abbe11a7085faaa76fa7 100644 --- a/landing/lenses/208370.json +++ b/landing/lenses/208370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 71.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208640.json b/landing/lenses/208640.json index 56a81deb5f4ef93509b8fc52df9d9316925014ba..ae5f8504c0b8328273b77aa070995f525e780d16 100644 --- a/landing/lenses/208640.json +++ b/landing/lenses/208640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -927,7 +927,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208710.json b/landing/lenses/208710.json index 970a306a53d9dbcb542fc4be8282b33a0598ae21..1887efe275e01f9a9bbdd9bb935c3eb1d63b059b 100644 --- a/landing/lenses/208710.json +++ b/landing/lenses/208710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208860.json b/landing/lenses/208860.json index b0f45f1388292fa8cd678a691a2c4adccfd9dff6..19189ee44316fe1f8745c196eeced65c4ad20d48 100644 --- a/landing/lenses/208860.json +++ b/landing/lenses/208860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/209640.json b/landing/lenses/209640.json index a3a45d1d1925a607d2cfbf288a972f7f14298b9f..d8bbb2b826e52a662f758b2d1bfda1d8ed83c159 100644 --- a/landing/lenses/209640.json +++ b/landing/lenses/209640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210120.json b/landing/lenses/210120.json index b1d8c26b3a9ca70e889f7a94b50106ff38edcae4..0b1b9a398ae71c3d66ce087bcc049a7734891064 100644 --- a/landing/lenses/210120.json +++ b/landing/lenses/210120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -66,10 +66,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -177,7 +177,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -198,7 +198,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -244,7 +244,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -640,9 +640,9 @@ }, { "period": "2025", - "score": 67.0, - "grade": "B-", - "pdEstimate": 10.0 + "score": 71.59, + "grade": "CCC", + "pdEstimate": 15.0 }, { "period": "2024", @@ -704,14 +704,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -831,10 +831,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-06-09", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -850,8 +850,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-06-09", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -881,10 +881,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-06-09", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -894,7 +894,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -903,7 +903,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-06-09", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -990,10 +990,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210540.json b/landing/lenses/210540.json index bb14b06b56aa63f79dd61fc3d73c5b133bbe6c6f..1d658da7003923744cc77e83cd50375a37c9ee54 100644 --- a/landing/lenses/210540.json +++ b/landing/lenses/210540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210980.json b/landing/lenses/210980.json index 4bcdd4f7a1a7ca85071d89c8e66b8e195f62435f..ed5769551ea055b74809331791e86f3660311173 100644 --- a/landing/lenses/210980.json +++ b/landing/lenses/210980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.11, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.79, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/210980/axes/자본구조", "status": "derived", - "detail": "위험점수 31.37, 가중치 20%" + "detail": "위험점수 36.16, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.11, + "score": 52.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.62, + "score": 54.36, "assumptions": { "scenarioStress": "moderate" } @@ -851,51 +851,51 @@ "gradeHistory": [ { "period": "2026", - "score": 33.41, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 41.28, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2025", - "score": 57.7, + "score": 60.57, "grade": "B", "pdEstimate": 7.0 }, { "period": "2024", - "score": 32.77, + "score": 35.16, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2023", - "score": 27.11, + "score": 30.28, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2022", - "score": 52.6, - "grade": "B+", - "pdEstimate": 4.0 + "score": 55.81, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2021", - "score": 45.75, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 49.01, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2020", - "score": 42.64, + "score": 45.76, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2019", - "score": 45.53, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 49.03, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211050.json b/landing/lenses/211050.json index 88cdaafe662d51876265047bcd4c1c86f218b70e..0c8540bdc748ef66d39c31bc0a7f416d009882da 100644 --- a/landing/lenses/211050.json +++ b/landing/lenses/211050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211270.json b/landing/lenses/211270.json index 9a559a5e6f59a18f29aad6a0a08387754514108d..298304c86837f06320e6b5fe29514c34cad71dd6 100644 --- a/landing/lenses/211270.json +++ b/landing/lenses/211270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212310.json b/landing/lenses/212310.json index 63bb00459b5b4395eb63cefb3b49be1a4d4c2756..245fdea21f561c18344b1e5369c554266c58b12b 100644 --- a/landing/lenses/212310.json +++ b/landing/lenses/212310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -407,15 +407,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -426,10 +426,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -449,7 +449,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -457,7 +457,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/212560.json b/landing/lenses/212560.json index 49f640e68848a20a1037afbd24cab82493f2933a..55761692898592216beb8e4613c58bbb3c4ca5aa 100644 --- a/landing/lenses/212560.json +++ b/landing/lenses/212560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212710.json b/landing/lenses/212710.json index 5a8843b8ddfe4df7fde9ea56a966be67183fe0ac..187d2fb8b948bf660a90542fc155c101fc78670e 100644 --- a/landing/lenses/212710.json +++ b/landing/lenses/212710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/213420.json b/landing/lenses/213420.json index b5cdf0f0c5eb6b830345f177d4c7cebb28c6a43e..22e2a563eda3bf6618d90d5db72345974450c73d 100644 --- a/landing/lenses/213420.json +++ b/landing/lenses/213420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fb563ad26927", + "target": "213420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.434 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/213500.json b/landing/lenses/213500.json index 7905b1dde6d3962bac23b3ba63bd4b09d306cdd4..cceb7576fd138e6fc92dc4692774eecee85981c2 100644 --- a/landing/lenses/213500.json +++ b/landing/lenses/213500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214150.json b/landing/lenses/214150.json index d010c7e796dd1dbbffc280fd51ac9c638dad0bfd..b468d698274f8c6551146c1897a4b63865fb2d74 100644 --- a/landing/lenses/214150.json +++ b/landing/lenses/214150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1443,88 +1443,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:277f3393a744", - "target": "214150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214180.json b/landing/lenses/214180.json index 526262ac71e055b0c7940527dde90a2ddf85c7d9..5fe2ebefddeda7eee339f6cb2c1cb5561a191d5e 100644 --- a/landing/lenses/214180.json +++ b/landing/lenses/214180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0eed48433cfa", + "target": "214180", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.676 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214260.json b/landing/lenses/214260.json index 24cafa9d4c8160fee1397d2f65695182fc5c9608..8a1dbb6712b1e1e13e4b9114991294a16d029690 100644 --- a/landing/lenses/214260.json +++ b/landing/lenses/214260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214270.json b/landing/lenses/214270.json index 687e70f1e757c7ab7cffae64d8eb394c0322f222..c5e64daea60ee32e5ce5aeb52f72eefc1859b848 100644 --- a/landing/lenses/214270.json +++ b/landing/lenses/214270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.87%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214310.json b/landing/lenses/214310.json index 00870e4da4175113444e61b0f97329c41240d7f4..c92b7f491dc0ba8a0f6615004ddc03e75414d83f 100644 --- a/landing/lenses/214310.json +++ b/landing/lenses/214310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214320.json b/landing/lenses/214320.json index e6ef565873a648f1de68dd4eb6ab1df434cda1de..6058ef814765e0d90cd4b8a774fbb873ca9d8d3c 100644 --- a/landing/lenses/214320.json +++ b/landing/lenses/214320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1457,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:18226cb32043", + "target": "214320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.964 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214330.json b/landing/lenses/214330.json index 9bb2f2104ed1536b63312398517066d7fbee4e85..311e8006757d666511a8572e76050fa6ab1969af 100644 --- a/landing/lenses/214330.json +++ b/landing/lenses/214330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 28.17, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 24.07, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -653,23 +653,13 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 3.8, + "value": 1.52, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.76, + "contribution": 0.3, "sourceRef": "axes.자본구조" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 45.76, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 11.44, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.현금흐름", "label": "현금흐름", @@ -679,6 +669,16 @@ "weight": 15, "contribution": 5.37, "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 35.64, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 3.56, + "sourceRef": "axes.사업안정성" } ], "claims": [ @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/214330/axes/채무상환능력", "status": "derived", - "detail": "위험점수 45.76, 가중치 25%" + "detail": "위험점수 33.48, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/214330/axes/자본구조", "status": "derived", - "detail": "위험점수 3.80, 가중치 20%" + "detail": "위험점수 1.52, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 28.17, + "grade": "dCR-BBB+", + "score": 24.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 28.89, + "grade": "dCR-BBB+", + "score": 24.76, "assumptions": { "scenarioStress": "moderate" } @@ -838,8 +838,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" } ], "payload": { @@ -852,51 +852,51 @@ "gradeHistory": [ { "period": "2026", - "score": 3.24, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 2.45, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2025", - "score": 29.1, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 21.3, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2024", - "score": 16.53, - "grade": "A-", - "pdEstimate": 0.08 + "score": 12.26, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2023", - "score": 38.9, - "grade": "BB", - "pdEstimate": 1.5 + "score": 32.53, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2022", - "score": 22.51, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 17.37, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2021", - "score": 43.08, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 34.79, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2020", - "score": 46.28, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 41.37, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2019", - "score": 49.11, - "grade": "B+", - "pdEstimate": 4.0 + "score": 44.95, + "grade": "BB-", + "pdEstimate": 2.5 } ], "coverage": { @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -915,9 +915,9 @@ ] }, "divergenceExplanation": [ - "채무상환능력 축이 46점으로 등급 하방 압력", + "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 7.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 6.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214370.json b/landing/lenses/214370.json index 85d47702104d1e0467841e675136295d7e164031..6afb5bba9530bbd4d78123784d96002137603a3d 100644 --- a/landing/lenses/214370.json +++ b/landing/lenses/214370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214390.json b/landing/lenses/214390.json index e50fc99b5239e844069ec4cecc12af30375837f7..b64a2963d6c0899f16266869b1e090cf53822175 100644 --- a/landing/lenses/214390.json +++ b/landing/lenses/214390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214420.json b/landing/lenses/214420.json index 1da28d9984f987bd83a5209a76033371be842fb0..17a145310d523a02e1f0de35341a9fcbf9e0dcf4 100644 --- a/landing/lenses/214420.json +++ b/landing/lenses/214420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.68, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.15, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.68, + "grade": "dCR-BBB-", + "score": 28.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.03, + "score": 29.74, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,11 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f4e9a12b69e5", + "target": "214420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.781 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214430.json b/landing/lenses/214430.json index 876fa8788a5f7b9828651d9c660e343663d8aa7d..30b5bebc104f0c5648cb289ae35cb0c44562bb27 100644 --- a/landing/lenses/214430.json +++ b/landing/lenses/214430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214450.json b/landing/lenses/214450.json index 731215586f9f35cad2081ece3c5fbb98f31f1c6a..047af4e9edfb6cebeaa834d913b3a690c3875f73 100644 --- a/landing/lenses/214450.json +++ b/landing/lenses/214450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214610.json b/landing/lenses/214610.json index 1a1c1d196a9eda6742ba7aff6efb94487b6c07bb..708af0368533f2fbad6fab1381fdee53b3e93f8b 100644 --- a/landing/lenses/214610.json +++ b/landing/lenses/214610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 61.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214680.json b/landing/lenses/214680.json index d679d6ccc54215420c7f287e2bd103f16027fbe5..1f2b69268a287380bc0d470fe53fe0ae5cc5edb9 100644 --- a/landing/lenses/214680.json +++ b/landing/lenses/214680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-19", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c4cb1f065aba", - "target": "214680", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.77 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/214870.json b/landing/lenses/214870.json index 0e0cdc41b6115a510259867c041d93dcfc99c1b7..d292c742145055a4ce229f33b8de8a036207a1cc 100644 --- a/landing/lenses/214870.json +++ b/landing/lenses/214870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215000.json b/landing/lenses/215000.json index 2d8e8ade039bbeedd2219db564dbf59498352a1d..26e364083e9ca9ceff0695d8861d6913438c2a8f 100644 --- a/landing/lenses/215000.json +++ b/landing/lenses/215000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215090.json b/landing/lenses/215090.json index 1e994aef51a20eeefd5398797d9779b5c56a497a..5ae3d913f243ccfa91f30d93a9abdf9dfb8effc1 100644 --- a/landing/lenses/215090.json +++ b/landing/lenses/215090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1017,10 +1017,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215100.json b/landing/lenses/215100.json index bf5af5ce82f69ba4af8dec99997357716d12e389..566067f90c68c19b96c670a49db351cb0242ef93 100644 --- a/landing/lenses/215100.json +++ b/landing/lenses/215100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215200.json b/landing/lenses/215200.json index 3278be1f70c5e0c1fc97dddd190e3a2efd86f96d..4ac01946e9b03d7d7c3843029528b4555d0c94ef 100644 --- a/landing/lenses/215200.json +++ b/landing/lenses/215200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215360.json b/landing/lenses/215360.json index 5f4b894353dbf2d2b08e724e9fd3a4781bb83902..ce3ea84befb09c865c2347ed932b383d95f4529f 100644 --- a/landing/lenses/215360.json +++ b/landing/lenses/215360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215380.json b/landing/lenses/215380.json index c0d53e70ec2898fa80319646dd3a873a9935801d..b02f8e36fb91d2ae4ab4bf2d330b0c40b11abcb9 100644 --- a/landing/lenses/215380.json +++ b/landing/lenses/215380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215480.json b/landing/lenses/215480.json index 5402d26c3dacde7dc5fa720ae4b80e32be466d64..986a64ec53dd77ea67de9b9e35a0b253ad49cfbf 100644 --- a/landing/lenses/215480.json +++ b/landing/lenses/215480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1519,7 +1519,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1541,7 +1541,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1559,8 +1559,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/215600.json b/landing/lenses/215600.json index 2439f78d5970578ab3cbc6a9ce3ebdf6b51a1275..73e9edfc0745ca501ec6bc124406d4d798c55e66 100644 --- a/landing/lenses/215600.json +++ b/landing/lenses/215600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215790.json b/landing/lenses/215790.json index 8dedb2fee7cd8f6d8c55d630ff5556aceb8059a0..2e4b30b297bd6d284d7010f968bd781f4110f659 100644 --- a/landing/lenses/215790.json +++ b/landing/lenses/215790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216050.json b/landing/lenses/216050.json index 3d551244f6ba5138d37141e50d3bfcb3b2d2d920..10f401c32da10e39e4bcd3dad355b167a519e9f6 100644 --- a/landing/lenses/216050.json +++ b/landing/lenses/216050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1649f1b70571", - "target": "216050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.552 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/216080.json b/landing/lenses/216080.json index dd35cd7a1d1080ae8a208b9909c97396e7565c21..ea09bf3a79d757db8d306852d320f0a080df62ad 100644 --- a/landing/lenses/216080.json +++ b/landing/lenses/216080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 42.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.67, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,15 +787,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 42.92, + "grade": "dCR-BB", + "score": 40.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 43.31, + "grade": "dCR-BB", + "score": 41.06, "assumptions": { "scenarioStress": "moderate" } @@ -872,7 +872,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1045,15 +1045,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.455, + "score": -0.46, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216400.json b/landing/lenses/216400.json index b690a914f9d8f30ac2dd62eb7bc58f34d70b582f..e541d016dccad9604c5e7481f7e156e76c3e80d6 100644 --- a/landing/lenses/216400.json +++ b/landing/lenses/216400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217190.json b/landing/lenses/217190.json index d6c07a01b77056e2059222fcfb980ca1f347e94f..3e7e35e854dfe60a03bc2a818f1f04db06d3c8b0 100644 --- a/landing/lenses/217190.json +++ b/landing/lenses/217190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,15 +1599,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/217270.json b/landing/lenses/217270.json index a8ec5932aada7cd15cf7ca1cdcf0bf455c4da434..b7b18be05209650dd91d0d389a06cbb704bce24f 100644 --- a/landing/lenses/217270.json +++ b/landing/lenses/217270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217330.json b/landing/lenses/217330.json index ae08a74df4458c91e7ad67182d98532a5fbab62e..cb09ad42ec1ddd9f591f5af6c6f47dabb5117db9 100644 --- a/landing/lenses/217330.json +++ b/landing/lenses/217330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -963,15 +963,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,17 +1042,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1115,13 +1115,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1130,7 +1130,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,12 +1365,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c25c6ec20412", + "target": "217330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217480.json b/landing/lenses/217480.json index 5c28269fad0733bc69bd960fdfdc6b15f947d864..4dcdf69ec1293e444509b068680934806d46d6ac 100644 --- a/landing/lenses/217480.json +++ b/landing/lenses/217480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -663,11 +663,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 95.0, + "value": 65.0, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 23.75, + "weight": 30, + "contribution": 19.5, "sourceRef": "axes.채무상환능력" }, { @@ -688,14 +688,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/217480/axes/채무상환능력", "status": "derived", - "detail": "위험점수 95.00, 가중치 25%" + "detail": "위험점수 65.00, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/217480/axes/자본구조", "status": "derived", - "detail": "위험점수 3.38, 가중치 20%" + "detail": "위험점수 5.07, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -771,49 +771,49 @@ "gradeHistory": [ { "period": "2026", - "score": 0.53, + "score": 0.8, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 34.77, + "score": 35.9, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2024", - "score": 40.71, - "grade": "BB", - "pdEstimate": 1.5 + "score": 42.83, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2023", - "score": 38.93, + "score": 39.71, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2022", - "score": 68.56, + "score": 67.09, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2021", - "score": 51.61, + "score": 54.1, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2020", - "score": 49.99, - "grade": "B+", - "pdEstimate": 4.0 + "score": 43.87, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2019", - "score": 28.67, + "score": 27.14, "grade": "BBB-", "pdEstimate": 0.4 } @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-02", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-02", "period": "2025", "status": "derived", @@ -1056,7 +1056,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-02", "period": "2025", "status": "observed", @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,7 +1426,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-02", "period": "2025", "status": "observed", diff --git a/landing/lenses/217500.json b/landing/lenses/217500.json index 39d9ddd3be12f77c0e184af51d29e4f4dc3175ba..be3bd3b540312a790eef1df88aaaa74d9b2e6ba4 100644 --- a/landing/lenses/217500.json +++ b/landing/lenses/217500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -948,19 +948,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:44411437e5a5", - "target": "217500", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217590.json b/landing/lenses/217590.json index 9e5c672d61207ab76116f339dfb384e4ff036967..d61e6b6f63f8a77197631cbff3124b2c0e8c29b0 100644 --- a/landing/lenses/217590.json +++ b/landing/lenses/217590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217620.json b/landing/lenses/217620.json index 66a4442a7bdb84452a6c753bc083db251a908e6c..3607eeae829305df369960fe9a39357927f1d460 100644 --- a/landing/lenses/217620.json +++ b/landing/lenses/217620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-07", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-07", "period": null, "status": "derived", @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-07", "period": null, "status": "observed", @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217730.json b/landing/lenses/217730.json index 8b05ecb262f6ecc459fbe43ac7b769b0619fb7b3..f3df154b812843f11d32859283d499fc832b12f4 100644 --- a/landing/lenses/217730.json +++ b/landing/lenses/217730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -555,18 +555,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.00, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.25, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -751,14 +751,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 27.0, + "score": 29.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.08, + "score": 29.33, "assumptions": { "scenarioStress": "moderate" } @@ -846,6 +846,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1146,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217820.json b/landing/lenses/217820.json index 24cfc749f69997b8aa41db7179d70fbc244284e9..ea961ad6dcb68adc76e41a34e70d33dbf9e8b805 100644 --- a/landing/lenses/217820.json +++ b/landing/lenses/217820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 56.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,10 +1151,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217880.json b/landing/lenses/217880.json index 74443e4a63d8f181059695f0db934a5378938a2a..677f4bbb2083a66d9e0154c5eca8f1716e7f400b 100644 --- a/landing/lenses/217880.json +++ b/landing/lenses/217880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217950.json b/landing/lenses/217950.json index 30cb0578a0d8af8693870294dd2236c7ec413512..722648bf3c1f62a8f6527db2170b99f1830306fe 100644 --- a/landing/lenses/217950.json +++ b/landing/lenses/217950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -398,8 +398,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,8 +418,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -438,7 +438,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -506,10 +506,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -525,10 +525,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218150.json b/landing/lenses/218150.json index 35ec248df40d8ff176a1773fdcf70dbb057326c6..aa1a8a6442feb853a315005c67dab319802d2632 100644 --- a/landing/lenses/218150.json +++ b/landing/lenses/218150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1553,12 +1553,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0ce09ce64886", + "target": "218150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/218410.json b/landing/lenses/218410.json index 76b2fc2159279fdbf186a8780613be213fcf70d1..ea7ad11a2a15de385c45219e616cd4f96eac8ed0 100644 --- a/landing/lenses/218410.json +++ b/landing/lenses/218410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1443,12 +1443,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5d3d847d84a0", + "target": "218410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/219130.json b/landing/lenses/219130.json index a111c537a6bd751c72d207417307ecf5c70484a9..ac2543708196136bd30dfdcc62572b30c9a04cfc 100644 --- a/landing/lenses/219130.json +++ b/landing/lenses/219130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 18.21, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.63, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -664,21 +664,21 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 7.38, + "value": 8.13, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.48, + "contribution": 1.63, "sourceRef": "axes.자본구조" }, { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 70.68, + "value": 63.22, "unit": "riskScore", "direction": "negative", "weight": 25, - "contribution": 17.67, + "contribution": 15.8, "sourceRef": "axes.채무상환능력" }, { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -733,12 +733,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -776,14 +776,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/219130/axes/채무상환능력", "status": "derived", - "detail": "위험점수 70.68, 가중치 25%" + "detail": "위험점수 63.22, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/219130/axes/자본구조", "status": "derived", - "detail": "위험점수 7.38, 가중치 20%" + "detail": "위험점수 8.13, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -828,14 +828,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 18.21, + "score": 17.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 18.58, + "score": 18.03, "assumptions": { "scenarioStress": "moderate" } @@ -863,51 +863,51 @@ "gradeHistory": [ { "period": "2026", - "score": 12.46, - "grade": "A+", - "pdEstimate": 0.04 + "score": 15.39, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2025", - "score": 4.96, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 6.41, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2024", - "score": 7.02, + "score": 7.98, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2023", - "score": 45.0, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 40.83, + "grade": "BB", + "pdEstimate": 1.5 }, { "period": "2022", - "score": 12.26, - "grade": "A+", - "pdEstimate": 0.04 + "score": 8.16, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2021", - "score": 32.36, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 24.55, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2020", - "score": 12.76, + "score": 10.62, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2019", - "score": 24.16, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 11.15, + "grade": "A+", + "pdEstimate": 0.04 } ], "coverage": { @@ -921,7 +921,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 71점으로 등급 하방 압력", + "채무상환능력 축이 63점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219420.json b/landing/lenses/219420.json index ff6ab220da2a7aaee4c3dc78c6ae6ca417cbfc81..80af019a481e9e4e9da2e6661d7cfb87bd606f20 100644 --- a/landing/lenses/219420.json +++ b/landing/lenses/219420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219550.json b/landing/lenses/219550.json index 00b8c318edafcfd8fdf8a5b7c34716068d26dd92..a6b995aca366d45dd6e4e02ad04978f39ad8808d 100644 --- a/landing/lenses/219550.json +++ b/landing/lenses/219550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 15.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 17.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219750.json b/landing/lenses/219750.json index c438398f04ab550d1868384fc48356268d398dfe..31f7a50e8ab549c28fb868dd4f6052b109cbfb4d 100644 --- a/landing/lenses/219750.json +++ b/landing/lenses/219750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220100.json b/landing/lenses/220100.json index 0a67e49f60d483483c58393a5d7aba67aa842ea7..716bd8fd4ed904a1e1c657941c925067f0677cd4 100644 --- a/landing/lenses/220100.json +++ b/landing/lenses/220100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220180.json b/landing/lenses/220180.json index 17e60948b4f925380cde4b0eb2ee57e870c46fed..67b1247a9240bc6dac6aa9799f1aec161f3397b5 100644 --- a/landing/lenses/220180.json +++ b/landing/lenses/220180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220260.json b/landing/lenses/220260.json index b80ace3e664200374724c3f836a8c19046f38152..ef90f6b11955bb9df930bc03a5cdbfcccacf6a97 100644 --- a/landing/lenses/220260.json +++ b/landing/lenses/220260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221800.json b/landing/lenses/221800.json index adc3fd9cd05dfe16df7e7c6b9fd077ba1c26856d..ee34102fc7f521bf4d8229c579af4a80e32fa308 100644 --- a/landing/lenses/221800.json +++ b/landing/lenses/221800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221840.json b/landing/lenses/221840.json index 35d64e360f5a42c4daff6042e4f2c7bca6739c11..04d9788f290fe18678f5cb8d6798788a451d5221 100644 --- a/landing/lenses/221840.json +++ b/landing/lenses/221840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221980.json b/landing/lenses/221980.json index e6bcba62ffc1f598156e70b16853f9c86fad289e..4659e7ab5aa91a3b56fcdec310d37dc3ef0fafa5 100644 --- a/landing/lenses/221980.json +++ b/landing/lenses/221980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222040.json b/landing/lenses/222040.json index 93ee0594d7a3854081b3d8b2fcd8f11b259ebd1e..4d085411266c19c310165a3857580e818f0cea8f 100644 --- a/landing/lenses/222040.json +++ b/landing/lenses/222040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9d83ac51161d", - "target": "222040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.347 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/222080.json b/landing/lenses/222080.json index 10f76dff18ef0e38d02c4418bdaf15a359ad86b0..8cb84173fd0514e133c52221797aba5a76a731a5 100644 --- a/landing/lenses/222080.json +++ b/landing/lenses/222080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222110.json b/landing/lenses/222110.json index 5df4dbfb4bdfe11f7c51c7cf6baa8e7aa788d3df..6b280fd3de21d9ba30bd7a3af1aa4e18599cf48b 100644 --- a/landing/lenses/222110.json +++ b/landing/lenses/222110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222160.json b/landing/lenses/222160.json index 9e36b632804f4fc967d78556cb628790f60e8c7c..63805d08f00ba713aa7e31921473da6052a01a49 100644 --- a/landing/lenses/222160.json +++ b/landing/lenses/222160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-06", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -988,7 +988,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-06", "period": "2025", "status": "derived", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-06", "period": "2025", "status": "observed", @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1121,10 +1121,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222420.json b/landing/lenses/222420.json index 0da7aaf07ce5de2885a3d688984088d4e0616cb1..7aab66b6c7bb21ba87fbb9a51bf4d4c83209b95f 100644 --- a/landing/lenses/222420.json +++ b/landing/lenses/222420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.76, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.27, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -674,11 +674,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 78.41, + "value": 55.05, "unit": "riskScore", "direction": "negative", - "weight": 25, - "contribution": 19.6, + "weight": 30, + "contribution": 16.51, "sourceRef": "axes.채무상환능력" }, { @@ -687,8 +687,8 @@ "value": 31.01, "unit": "riskScore", "direction": "negative", - "weight": 20, - "contribution": 6.2, + "weight": 15, + "contribution": 4.65, "sourceRef": "axes.자본구조" } ], @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -733,12 +733,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -776,14 +776,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/222420/axes/채무상환능력", "status": "derived", - "detail": "위험점수 78.41, 가중치 25%" + "detail": "위험점수 55.05, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/222420/axes/자본구조", "status": "derived", - "detail": "위험점수 31.01, 가중치 20%" + "detail": "위험점수 31.01, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -828,14 +828,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.76, + "score": 32.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.55, + "score": 32.92, "assumptions": { "scenarioStress": "moderate" } @@ -921,7 +921,8 @@ "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ - "채무상환능력 축이 78점으로 등급 하방 압력", + "채무상환능력 축이 55점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1136,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1223,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222800.json b/landing/lenses/222800.json index 6edd04283d4784e5e80f5baa21d2267ad30a4c3f..22143ba4a675795c0d1c223b734dcc3c35ae910e 100644 --- a/landing/lenses/222800.json +++ b/landing/lenses/222800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222810.json b/landing/lenses/222810.json index 0f40fe6ccb46fb8bbc077b87ab0945cc794fa0f0..ee56638a99ef558c722a029cc1b6c9000fa8d668 100644 --- a/landing/lenses/222810.json +++ b/landing/lenses/222810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-13", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-13", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-13", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222980.json b/landing/lenses/222980.json index cc413d946d687a3f979d84459addadd88921e9f5..4b07f10e1a38b6a7212f1e5297835dd1718e0806 100644 --- a/landing/lenses/222980.json +++ b/landing/lenses/222980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,15 +1601,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/223250.json b/landing/lenses/223250.json index 36240db59991e61a46e8292d9e6ba51019df8e72..d964388e409c689318e17db42046adffd401c4b4 100644 --- a/landing/lenses/223250.json +++ b/landing/lenses/223250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223310.json b/landing/lenses/223310.json index 633ac09b5c4caec363fa97b5e1e9020791ef1797..f1b634db8c990b4668d455d54db60fdef203f876 100644 --- a/landing/lenses/223310.json +++ b/landing/lenses/223310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 29.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 28.54%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224060.json b/landing/lenses/224060.json index 0def4a50af28e118836ad379d173d20999454023..ab3b83989a9a40251131491ba4cd49bdd09a0969 100644 --- a/landing/lenses/224060.json +++ b/landing/lenses/224060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 36.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 48.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224110.json b/landing/lenses/224110.json index 5efbb7db22921521caee895d027a61f0482a3643..c5d7be2c6a6baca01387536a03ea36e5e3ae1b39 100644 --- a/landing/lenses/224110.json +++ b/landing/lenses/224110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225190.json b/landing/lenses/225190.json index c09a5e2c7e3cc62e51e72191c3ca26d005d62ac5..4a073d66c079793f0b95e93d7d00b7a30f23925f 100644 --- a/landing/lenses/225190.json +++ b/landing/lenses/225190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 13.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 16.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:36d4a37ff51d", - "target": "225190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/225220.json b/landing/lenses/225220.json index c8150da150c9aadd7a0e337291099ddfa26ac323..faa1669c20c0816cddb3fff3ebb6e7fdd9a207b1 100644 --- a/landing/lenses/225220.json +++ b/landing/lenses/225220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,10 +1087,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225430.json b/landing/lenses/225430.json index be0c1f2ce25111414f74e4b592ba93a5cdce0eb0..5f13a8257af070ba5c7b35eb99934411bbdf3c43 100644 --- a/landing/lenses/225430.json +++ b/landing/lenses/225430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -556,23 +556,13 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 7.28, + "value": 8.15, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 1.46, + "weight": 15, + "contribution": 1.22, "sourceRef": "axes.자본구조" }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 80.24, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 20.06, - "sourceRef": "axes.채무상환능력" - }, { "id": "axis.유동성", "label": "유동성", @@ -582,6 +572,16 @@ "weight": 15, "contribution": 7.9, "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 42.97, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 12.89, + "sourceRef": "axes.채무상환능력" } ], "claims": [], @@ -591,14 +591,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/225430/axes/채무상환능력", "status": "derived", - "detail": "위험점수 80.24, 가중치 25%" + "detail": "위험점수 42.97, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/225430/axes/자본구조", "status": "derived", - "detail": "위험점수 7.28, 가중치 20%" + "detail": "위험점수 8.15, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -660,8 +660,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -673,51 +673,51 @@ "gradeHistory": [ { "period": "2026", - "score": 47.41, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 49.87, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2025", - "score": 45.45, + "score": 47.3, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2024", - "score": 32.18, + "score": 33.35, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2023", - "score": 58.03, - "grade": "B", - "pdEstimate": 7.0 + "score": 47.49, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2022", - "score": 63.21, - "grade": "B-", - "pdEstimate": 10.0 + "score": 54.82, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2021", - "score": 23.71, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 11.38, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2020", - "score": 22.75, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 8.55, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2019", - "score": 34.53, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 17.18, + "grade": "A-", + "pdEstimate": 0.08 } ], "coverage": { @@ -743,14 +743,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -889,8 +889,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -920,10 +920,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -933,7 +933,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -942,7 +942,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225530.json b/landing/lenses/225530.json index 7f6788cd6b8e7b31a84d17f3964e59eeec92c676..e57b5d996b23c1dedc5de2a0e7b665e6d062157c 100644 --- a/landing/lenses/225530.json +++ b/landing/lenses/225530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225570.json b/landing/lenses/225570.json index c7d8b79e1e5f3cede7b6f973a83bab901daebfa4..9ae69df8d82b16e7f70821bcb257978c78947dee 100644 --- a/landing/lenses/225570.json +++ b/landing/lenses/225570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,88 +1368,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6ac4043f92fa", - "target": "225570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/225590.json b/landing/lenses/225590.json index 65330e127ec59b29a522843038bd53c67a86ed28..d979e7f23f1fe8e4c4b34c33aa10d37e3b7a6649 100644 --- a/landing/lenses/225590.json +++ b/landing/lenses/225590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226320.json b/landing/lenses/226320.json index 4571bcba4383a452640c0f0a74f7c4669aa089ec..66dc9ddaa3a63b1403ce7a67c7c14ccaa2fb7878 100644 --- a/landing/lenses/226320.json +++ b/landing/lenses/226320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226330.json b/landing/lenses/226330.json index a908fa14c04d1ae61bd758b7731df5a16c69b52b..66c245f5112ec824ad81398d2e25d62d3e230728 100644 --- a/landing/lenses/226330.json +++ b/landing/lenses/226330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226340.json b/landing/lenses/226340.json index 8a943cbf653a2cd86414b1d2871d858bf00d47e5..c634b1087acd917c7b17550e324768c121ed682c 100644 --- a/landing/lenses/226340.json +++ b/landing/lenses/226340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.38, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.33, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.38, + "grade": "dCR-BB+", + "score": 36.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.87, + "grade": "dCR-BB+", + "score": 36.91, "assumptions": { "scenarioStress": "moderate" } @@ -887,11 +887,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1079,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1157,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1200,7 +1201,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1213,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1232,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1576,12 +1577,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:782cb2af63b3", + "target": "226340", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/226360.json b/landing/lenses/226360.json index 6ff718a055d30dd42331326278c4c4d3399f250e..d077f375f7bcfd4f3cc44db993f3f2ddfd589738 100644 --- a/landing/lenses/226360.json +++ b/landing/lenses/226360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1041,7 +1041,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226400.json b/landing/lenses/226400.json index e986ca64f59802d8ca8729b863ae0661b520327e..53c3c92983c83f2ffcb61c52e381f2e15ea4f61f 100644 --- a/landing/lenses/226400.json +++ b/landing/lenses/226400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,12 +1445,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9476487269ed", + "target": "226400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.971 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/226440.json b/landing/lenses/226440.json index b86cc882e07ab9742cc7464c497757274edc551e..2bd813b86346bde313e59392811f297428b00ddf 100644 --- a/landing/lenses/226440.json +++ b/landing/lenses/226440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1234,10 +1234,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226590.json b/landing/lenses/226590.json index 8328084e8ceb5ac8e515caf1ba44cc9f299a629e..121b126a1393572f9c06acbdc79d07ac3e899106 100644 --- a/landing/lenses/226590.json +++ b/landing/lenses/226590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -714,7 +714,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226950.json b/landing/lenses/226950.json index 77803429060e62a85f5099e5217116ee38ca9901..1baf001afcc33ab6a2786e38de9944f0e8075a8d 100644 --- a/landing/lenses/226950.json +++ b/landing/lenses/226950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227100.json b/landing/lenses/227100.json index 3fe038db397da7031c4b716b4f67e41cf0b56b16..ccd30fa98a4e3076c41a89c3e6d73b615e2bff44 100644 --- a/landing/lenses/227100.json +++ b/landing/lenses/227100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": "2024", "status": "derived", @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": "2024", "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227610.json b/landing/lenses/227610.json index 29a7b96112038a81a83c49bb0b6ff618249dff0a..a50b1daf72c45546008dcdf952e0f43282771e19 100644 --- a/landing/lenses/227610.json +++ b/landing/lenses/227610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,7 +905,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 15.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 15.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227840.json b/landing/lenses/227840.json index 11d3a8f3f13df128d29d5c89668023829e7e0d3b..3f9033b26ca295fdcc2e7e2d05d6bf49bc332484 100644 --- a/landing/lenses/227840.json +++ b/landing/lenses/227840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 4.38, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 6.30, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,34 +649,34 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 0.86, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.58, "unit": "riskScore", "direction": "positive", "weight": 15, - "contribution": 0.13, - "sourceRef": "axes.유동성" + "contribution": 0.09, + "sourceRef": "axes.채무상환능력" }, { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 18.76, + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 52.75, "unit": "riskScore", "direction": "negative", - "weight": 10, - "contribution": 1.88, - "sourceRef": "axes.사업안정성" + "weight": 15, + "contribution": 7.91, + "sourceRef": "axes.현금흐름" }, { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 17.5, + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 18.76, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 2.62, - "sourceRef": "axes.현금흐름" + "contribution": 2.81, + "sourceRef": "axes.사업안정성" } ], "claims": [ @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,12 +701,12 @@ }, { "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", "comparisonKey": "cashConversion", "basis": "creditNarrative", - "direction": "neutral", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 필수소비재 (지주사조정) 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/227840/axes/채무상환능력", "status": "derived", - "detail": "위험점수 3.15, 가중치 25%" + "detail": "위험점수 0.58, 가중치 15%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/227840/axes/자본구조", "status": "derived", - "detail": "위험점수 2.37, 가중치 20%" + "detail": "위험점수 1.21, 가중치 25%" }, { "id": "credit.axis.유동성", @@ -784,14 +784,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/227840/axes/현금흐름", "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" + "detail": "위험점수 52.75, 가중치 15%" }, { "id": "credit.axis.사업안정성", "kind": "creditAxis", "sourceRef": "dartlab://credit/227840/axes/사업안정성", "status": "derived", - "detail": "위험점수 18.76, 가중치 10%" + "detail": "위험점수 18.76, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 4.38, + "grade": "dCR-AA", + "score": 6.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 4.52, + "grade": "dCR-AA", + "score": 6.35, "assumptions": { "scenarioStress": "moderate" } @@ -836,8 +836,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" } ], "payload": { @@ -905,9 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.01, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ + "현금흐름 축이 53점으로 등급 하방 압력", + "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1248,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227950.json b/landing/lenses/227950.json index e3a2b3cbd361962b2ae8f67dc614e502b0435b4e..0b14573556bde8ef3c160b4a85d25a18837b107c 100644 --- a/landing/lenses/227950.json +++ b/landing/lenses/227950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,7 +890,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228340.json b/landing/lenses/228340.json index 89ab7c59db3d3c547891fc719151a6fe40d7dfe3..d41b8317bc197188dfbe732c6e7d506f93b67cea 100644 --- a/landing/lenses/228340.json +++ b/landing/lenses/228340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228670.json b/landing/lenses/228670.json index 791672bc0b20fc3cf5fbd941190b528f7bc675c8..49904004476cb482862c014bd268dfcb7f78b614 100644 --- a/landing/lenses/228670.json +++ b/landing/lenses/228670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228760.json b/landing/lenses/228760.json index 8b5a8cb8cbd0ef4af6c23d414fa7bf7ebfb2ef3c..f41a3975d85ee3b88e7fcb84009d08ab95d6de87 100644 --- a/landing/lenses/228760.json +++ b/landing/lenses/228760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -752,14 +752,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -912,8 +912,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -925,7 +925,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -945,8 +945,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,10 +965,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -978,7 +978,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1003,7 +1003,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228850.json b/landing/lenses/228850.json index d96b08fd05aa44a81a7fda9cfa18ea2ea9997e23..10cf873f34d49fb735111438b0268528dec78926 100644 --- a/landing/lenses/228850.json +++ b/landing/lenses/228850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229000.json b/landing/lenses/229000.json index 7f979d73c3e759783bbc76ce8b022c93601b93ec..4390b694ca42f9a5d29ae3fc52a0b5e15a5cf410 100644 --- a/landing/lenses/229000.json +++ b/landing/lenses/229000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229500.json b/landing/lenses/229500.json index fe4f54956370137dc3118c3427bec9483da2ad0e..d599347e66bdb396ca1e5f8f50671aa546737fed 100644 --- a/landing/lenses/229500.json +++ b/landing/lenses/229500.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/229640.json b/landing/lenses/229640.json index cb432ab9c688b452e87c278c39fa0a01c6da0c92..f0f3c1a3fc1aaaaa4ba70e5503faefc025e18e29 100644 --- a/landing/lenses/229640.json +++ b/landing/lenses/229640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1665,12 +1665,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:07134f34e27d", + "target": "229640", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/230240.json b/landing/lenses/230240.json index b6a25e8c6970cc5b4702ee129e016d800c4fdaa9..f0bd5088fdbb96ff4386fc6242c3e968fcb35cea 100644 --- a/landing/lenses/230240.json +++ b/landing/lenses/230240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 11.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 15.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230360.json b/landing/lenses/230360.json index 275e5bb005606a4d0da907e446387890f5c5305c..c7daa2669365263dfe93ddf1299971fd4764b1e3 100644 --- a/landing/lenses/230360.json +++ b/landing/lenses/230360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-10", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-10", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-10", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230980.json b/landing/lenses/230980.json index 8f52f442d35aa2a99fbbbca0944e25927dae1b53..e4a396e51c5ec7981cb47fa23961bc737b22e19e 100644 --- a/landing/lenses/230980.json +++ b/landing/lenses/230980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-04", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-04", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-04", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232140.json b/landing/lenses/232140.json index 4b75de23b5240f314b09e6c155a1a70df32b95b8..bc4fcd9ea039cb6344f17ff53deff3e6df484aa1 100644 --- a/landing/lenses/232140.json +++ b/landing/lenses/232140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232680.json b/landing/lenses/232680.json index 7611e6cc7770b5cf5c013f877d457e00b5184f1c..0fb0e48814b507d77efb4dbf965c0e4dc7fec669 100644 --- a/landing/lenses/232680.json +++ b/landing/lenses/232680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,7 +870,7 @@ "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1062,10 +1062,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232830.json b/landing/lenses/232830.json index f9e2220714a749c8e18bb85c0e781fd1a18cf4ab..32d86e0ba835faddf98df3798ac1d15e425f8921 100644 --- a/landing/lenses/232830.json +++ b/landing/lenses/232830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -305,13 +305,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -373,7 +373,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -564,7 +564,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 16.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 18.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -580,14 +580,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -847,10 +847,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -866,10 +866,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/233990.json b/landing/lenses/233990.json index a32810d5e32da1f7fb5905f62e9e63acbc380fdf..299a2af205ad087bb1a69f3f9011083463f30e91 100644 --- a/landing/lenses/233990.json +++ b/landing/lenses/233990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2018", @@ -42,10 +42,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -383,8 +383,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -396,8 +396,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -414,10 +414,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -427,7 +427,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -436,7 +436,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -504,10 +504,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -523,10 +523,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -546,7 +546,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -554,7 +554,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234030.json b/landing/lenses/234030.json index d85801fe68cff894c6aceeec6c42259c5d6ba344..7f2537aaec1565397532cab60dc5eec92b4b165e 100644 --- a/landing/lenses/234030.json +++ b/landing/lenses/234030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -595,8 +595,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -626,10 +626,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234080.json b/landing/lenses/234080.json index 334fd64b1ac58baefb132f1e76dea9b76786ef43..7d3f8e1bb8d7adaabf1e461b0c75cdd53bdb9e6d 100644 --- a/landing/lenses/234080.json +++ b/landing/lenses/234080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234100.json b/landing/lenses/234100.json index 3e580922e191efd19523e3e615ce962376108afe..501a5491b00db2b0b6233831448b6150501ac709 100644 --- a/landing/lenses/234100.json +++ b/landing/lenses/234100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234300.json b/landing/lenses/234300.json index 8307599cb5d67927c3deabc65472ad0d0bd8d2b8..2675bfad4e197411e0cbd6a92b64bb90b8e606ce 100644 --- a/landing/lenses/234300.json +++ b/landing/lenses/234300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,18 +609,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.41, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.66, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,14 +805,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.41, + "score": 26.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.61, + "grade": "dCR-BBB-", + "score": 27.86, "assumptions": { "scenarioStress": "moderate" } @@ -828,6 +828,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -899,6 +904,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1040,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1239,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234340.json b/landing/lenses/234340.json index 2308803422a9a383e0bade2067f9d95f22699f94..5ce6cbb091a76192ccbbb5d4eaeb383b0bcce902 100644 --- a/landing/lenses/234340.json +++ b/landing/lenses/234340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -738,14 +738,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -865,19 +865,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -898,8 +898,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -931,8 +931,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -944,17 +944,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -964,7 +964,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -989,7 +989,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1017,13 +1017,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1032,7 +1032,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234690.json b/landing/lenses/234690.json index 49411d009c66d127a2ffdba19a192689e66280f7..f9c79971993d6e08b12be54d52c883168ba8563c 100644 --- a/landing/lenses/234690.json +++ b/landing/lenses/234690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -588,18 +588,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.79, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.04, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,14 +784,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.79, + "score": 26.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.22, + "grade": "dCR-BBB-", + "score": 27.47, "assumptions": { "scenarioStress": "moderate" } @@ -807,6 +807,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -872,6 +877,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -886,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1013,19 +1019,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1046,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1059,7 +1065,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,17 +1098,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1137,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1165,13 +1171,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1180,7 +1186,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1193,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234920.json b/landing/lenses/234920.json index 1298e0ce7b67ebe04bd1af908390119a5a78ecc5..cfcebc729ca7296d00d35cf79d7a2e4332ac4024 100644 --- a/landing/lenses/234920.json +++ b/landing/lenses/234920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-29", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-29", "period": null, "status": "derived", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-29", "period": null, "status": "observed", @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/235980.json b/landing/lenses/235980.json index 3c6ef91767c99e3047cf3d8c01271bc1ea4c590c..96161263356720e879f701ebeb43f2a0cf5ca28c 100644 --- a/landing/lenses/235980.json +++ b/landing/lenses/235980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -443,13 +443,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1224,7 +1224,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1242,8 +1242,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/236200.json b/landing/lenses/236200.json index 78fbcfdf9c6de8035950a99a0f4be99ae2607e71..d8b8b03e344a70da5f8c52ea84892672a06f3c85 100644 --- a/landing/lenses/236200.json +++ b/landing/lenses/236200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,12 +722,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236810.json b/landing/lenses/236810.json index b302da4f215b902bcaba3216b518c2083d60b22c..d1be09a3a0d7dd4539d87cf160d982f0a32f0d3d 100644 --- a/landing/lenses/236810.json +++ b/landing/lenses/236810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1411,7 +1411,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1433,7 +1433,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1451,8 +1451,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/237690.json b/landing/lenses/237690.json index 489c771c6f3ff40d3213d739ca8c8c123695fdf2..837906508592ae7acdeb8ba18c13438c66b38fb5 100644 --- a/landing/lenses/237690.json +++ b/landing/lenses/237690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:377f6cd046c8", + "target": "237690", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/237750.json b/landing/lenses/237750.json index 5ea42870feb09903d319b9695e834bacc3e47f0e..a48b16c6484c6ab2d63878de5d8a968b0bfc2065 100644 --- a/landing/lenses/237750.json +++ b/landing/lenses/237750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 155.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 193.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237820.json b/landing/lenses/237820.json index a78f205d522bddf0351f5a062132bb40a61cfea6..418dcdebfb9f103dc24e92768c673773f0d0d043 100644 --- a/landing/lenses/237820.json +++ b/landing/lenses/237820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237880.json b/landing/lenses/237880.json index d3a66628c303f2d60584cdab7507740752c446fa..3de26757bed00a276c835fe02b68bfc4b40c8dfe 100644 --- a/landing/lenses/237880.json +++ b/landing/lenses/237880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238090.json b/landing/lenses/238090.json index 0cf1bd85e3aae2f504da88535b2015ccd2b49092..c6918261e31a1ce87f476e21d1a319f4092c73a7 100644 --- a/landing/lenses/238090.json +++ b/landing/lenses/238090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/238120.json b/landing/lenses/238120.json index 659e1671d21bba910502e33534ebf8e02f6133a2..5ae2e687a2da0c7db2ff3ab66b4d18487c89558a 100644 --- a/landing/lenses/238120.json +++ b/landing/lenses/238120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.10, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.79, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.1, + "grade": "dCR-BBB+", + "score": 19.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.64, + "grade": "dCR-BBB+", + "score": 20.37, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238170.json b/landing/lenses/238170.json index 34acaec482b6093a0bd36bd59418f08cbdbdddbf..21c14e4ed4aa21166479df187563f12c39c3d4a4 100644 --- a/landing/lenses/238170.json +++ b/landing/lenses/238170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2019", @@ -44,10 +44,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-26", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-26", "period": "2023", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-26", "period": "2023", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238200.json b/landing/lenses/238200.json index 19cf86bc2374523206762c9457bf40a14ec319ac..628e6361431994e779955aa107efdf52d004b367 100644 --- a/landing/lenses/238200.json +++ b/landing/lenses/238200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238490.json b/landing/lenses/238490.json index f09e381285574026e9db737ebf62f9bbf1ae5b17..2728a173491d1efaa1472b123a9f9f4051cc1832 100644 --- a/landing/lenses/238490.json +++ b/landing/lenses/238490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,12 +713,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 19.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 19.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238500.json b/landing/lenses/238500.json index 4c54c051450bd97b88acc8fc9b0187a9c93d5e3d..c3943e6dd59608504cdac5d1addc5e3ae69057c7 100644 --- a/landing/lenses/238500.json +++ b/landing/lenses/238500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -446,10 +446,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -465,10 +465,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239340.json b/landing/lenses/239340.json index 3e75dc78e003c80bd16ac8d776989c9876e98067..c791db462e666f1937eaf2afd858c4317dd5589f 100644 --- a/landing/lenses/239340.json +++ b/landing/lenses/239340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -991,7 +991,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239610.json b/landing/lenses/239610.json index 3776184c16a5fecd5215daff42d3b636b5dd1136..569c36dbd79a66bb2bce7842ee22d07b3961d6dc 100644 --- a/landing/lenses/239610.json +++ b/landing/lenses/239610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239890.json b/landing/lenses/239890.json index 38d7bd5c026552bfed8909561bf9c0e61ccea845..39c5230d9f269a82f5bc121c3422916c1ad9dac2 100644 --- a/landing/lenses/239890.json +++ b/landing/lenses/239890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -964,10 +964,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -986,7 +986,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240550.json b/landing/lenses/240550.json index 672d6d72e24a8b51eff0605426b0b7a48cca1192..d69833b72ce6017845b807de3b9590125963a73c 100644 --- a/landing/lenses/240550.json +++ b/landing/lenses/240550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240600.json b/landing/lenses/240600.json index c6e4ba2f80f37169aefc5f7b49cddfc23f10e5a4..cd8b3468a57d85a67fb0d3fb194cb140c3cbe7f5 100644 --- a/landing/lenses/240600.json +++ b/landing/lenses/240600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 12.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,15 +893,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -919,15 +919,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.35, + "score": -0.355, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1396,88 +1396,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f6c0f4f92068", - "target": "240600", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.659 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/240810.json b/landing/lenses/240810.json index c7c6f26d5edc5e69f2cd0f4213bd0e7b53bd32d3..ffdafbf7707b0dcd3cfa570655383d36c569bc00 100644 --- a/landing/lenses/240810.json +++ b/landing/lenses/240810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.79, + "score": 0.795, "direction": "positive", "sourceRef": "expectation.score" }, @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241520.json b/landing/lenses/241520.json index 646b3977d1c7d17d989149b143648f1f39018112..3b0638772fc474de7d145ec6d3b11f63cf586fe1 100644 --- a/landing/lenses/241520.json +++ b/landing/lenses/241520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -476,13 +476,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -728,10 +728,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -774,7 +774,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -794,8 +794,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -852,7 +852,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -908,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241560.json b/landing/lenses/241560.json index 6b6889389712cbe2bf41ec33380a177680c6729f..89903316ab04cee7ff98d9826c0614117208e4e5 100644 --- a/landing/lenses/241560.json +++ b/landing/lenses/241560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241590.json b/landing/lenses/241590.json index 315170e31769a43ba452d1e83bb0d6b217a4867a..8744ec10a13d3da546f0ea6401d36628701722cf 100644 --- a/landing/lenses/241590.json +++ b/landing/lenses/241590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241690.json b/landing/lenses/241690.json index a1d4bb8674c7f7c117881e71619a06367a255854..3511f05cd1d04431671d1bb0fce452af92db17ea 100644 --- a/landing/lenses/241690.json +++ b/landing/lenses/241690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d1efd39b8b6d", - "target": "241690", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/241710.json b/landing/lenses/241710.json index 1ffc5dbd045184030a282daa4e8d83652d545d3b..64af11762566a8cc67943272a606626c3e1416c2 100644 --- a/landing/lenses/241710.json +++ b/landing/lenses/241710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241770.json b/landing/lenses/241770.json index c2b93ecfce1cecc9905f4b34fe0ec622ad6be7f6..300a56c181fbf406ae0bbf06e8cb3097c22173cd 100644 --- a/landing/lenses/241770.json +++ b/landing/lenses/241770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241790.json b/landing/lenses/241790.json index 951001eac91808552cbbdf5653e7da74119f0753..e3b5d23e64f0c087b3d6702e1879bf98b8765d81 100644 --- a/landing/lenses/241790.json +++ b/landing/lenses/241790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.25, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 15.00, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -652,11 +652,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 5.15, + "value": 5.92, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.03, + "contribution": 1.18, "sourceRef": "axes.자본구조" }, { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,12 +721,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/241790/axes/채무상환능력", "status": "derived", - "detail": "위험점수 13.54, 가중치 25%" + "detail": "위험점수 10.54, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/241790/axes/자본구조", "status": "derived", - "detail": "위험점수 5.15, 가중치 20%" + "detail": "위험점수 5.92, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.25, + "grade": "dCR-A", + "score": 15.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 16.93, + "grade": "dCR-A", + "score": 15.71, "assumptions": { "scenarioStress": "moderate" } @@ -851,49 +851,49 @@ "gradeHistory": [ { "period": "2026", - "score": 9.55, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 11.63, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2025", - "score": 12.76, + "score": 10.76, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2024", - "score": 14.47, - "grade": "A", - "pdEstimate": 0.06 + "score": 10.45, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2023", - "score": 24.18, + "score": 24.52, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2022", - "score": 6.41, + "score": 6.28, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2021", - "score": 1.48, + "score": 1.7, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 0.38, + "score": 0.47, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2019", - "score": 0.48, + "score": 0.56, "grade": "AAA", "pdEstimate": 0.0 } @@ -906,11 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241820.json b/landing/lenses/241820.json index a981f1f2b71dc19316c1b9a244b0bd4163310415..edf178261a8ef96378b396037295b72789820a6b 100644 --- a/landing/lenses/241820.json +++ b/landing/lenses/241820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-17", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-17", "period": "2024", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-10-17", "period": "2024", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241840.json b/landing/lenses/241840.json index 2691627c7e5eea9d7a0303c4c6b770b7c4b2fb6f..785889c6729f6f5a841bb3959716a843821460d8 100644 --- a/landing/lenses/241840.json +++ b/landing/lenses/241840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -804,14 +804,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -931,10 +931,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -977,7 +977,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/242040.json b/landing/lenses/242040.json index dea879768eab962138c22099a42390ccbeae93d1..295a1f454b81237d7aea435e7938fbb85729b679 100644 --- a/landing/lenses/242040.json +++ b/landing/lenses/242040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243070.json b/landing/lenses/243070.json index acc0180ccfb894fdcbbbd604e5e672100e2861dd..1814c498110ff75d0f517d0094384baaaea4b902 100644 --- a/landing/lenses/243070.json +++ b/landing/lenses/243070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243840.json b/landing/lenses/243840.json index 6819835f3842bee5c665ce8c180dd112e8e68b2c..88e810ce2238a0270fc80a3c3bfb16342a6103cb 100644 --- a/landing/lenses/243840.json +++ b/landing/lenses/243840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6636d33d3ddb", - "target": "243840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.825 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/244460.json b/landing/lenses/244460.json index 49b0ec426b6d1eab8ba4d13f91523dd3e8b57aa2..1aaa26cb952895ac5ccd49b6cda34c8ee9c5545a 100644 --- a/landing/lenses/244460.json +++ b/landing/lenses/244460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2022", "status": "derived", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244920.json b/landing/lenses/244920.json index c09937a271f8aaa85c79dd30c7a06880e482283a..dc25e1590b6e4d2871829ac63d8d79252876e520 100644 --- a/landing/lenses/244920.json +++ b/landing/lenses/244920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -884,7 +884,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/245620.json b/landing/lenses/245620.json index 5e5ebf8a159baea14233751b5ee603a86b6c936a..099c76c9e4b20303da2ede8699a79ac387272e19 100644 --- a/landing/lenses/245620.json +++ b/landing/lenses/245620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-12", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-12", "period": "2023", "status": "derived", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-12", "period": "2023", "status": "observed", @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246250.json b/landing/lenses/246250.json index 8ad75ebb573dbb4993e6fd1dd5a708eacb64b623..38ca0977196a1450e433f5d0cb55cd59f43eda9a 100644 --- a/landing/lenses/246250.json +++ b/landing/lenses/246250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -60,10 +60,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -678,14 +678,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -912,10 +912,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246690.json b/landing/lenses/246690.json index 9db283084f46da46b74628d81d47ecde7cf7a073..8334ea6568688f937b738cd890e7dbaeef0ba7f4 100644 --- a/landing/lenses/246690.json +++ b/landing/lenses/246690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -59,7 +59,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 45.99, + "value": 822.48, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -186,7 +186,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 45.99, + "value": 822.48, "unit": "%" }, { @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -281,7 +281,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 45.99, + "currentValue": 822.48, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -423,7 +423,7 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 45.99, + "value": 822.48, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -487,215 +487,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.06, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "medium", - "score": 85.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.0, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 35.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.25, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 1.61, - "unit": "riskScore", - "direction": "negative", - "weight": 20, - "contribution": 0.32, - "sourceRef": "axes.자본구조" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/246690/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/246690/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/246690/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/246690/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/246690/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/246690/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.61, 가중치 20%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/246690/axes/유동성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/246690/axes/현금흐름", - "status": "derived", - "detail": "위험점수 35.00, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/246690/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.사업안정성", + "id": "credit.axis.규모·변동성 진단", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성" + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 5.06, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.09, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -703,54 +564,45 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 0.64, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.36, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.21, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 } ], "coverage": { - "validAxes": 5, - "totalAxes": 7, - "validWeight": 85.0, - "totalWeight": 100.0, - "weightCoverage": 85.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, - "eCR": "eCR-4", - "pdEstimate": 0.02, + "eCR": null, + "pdEstimate": null, "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 35점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "divergenceExplanation": [] } }, "industry": { @@ -763,14 +615,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -890,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -936,7 +788,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +808,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +830,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +866,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1089,10 +941,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,7 +964,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1120,7 +972,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1090,8 @@ }, "statusCounts": { "partial": 3, - "usable": 2 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -1249,17 +1102,45 @@ "engine": "analysis" }, { - "id": "credit.axis.사업안정성", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", "status": "missing", - "reason": "사업안정성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.사업안정성", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", "engine": "credit" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자산위험 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { diff --git a/landing/lenses/246710.json b/landing/lenses/246710.json index 99df6c9ac026d23e5f726f03f8fe60a76f541a32..a1b21a1c065d7b45cd73427e04f63f7976906c8b 100644 --- a/landing/lenses/246710.json +++ b/landing/lenses/246710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1012,10 +1012,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1034,7 +1034,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1121,10 +1121,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246720.json b/landing/lenses/246720.json index 6417f5ee602964b652054714bed8a234db1b535c..16680fb666cbb3fc04a0cc16ed6d4e6fab88d25f 100644 --- a/landing/lenses/246720.json +++ b/landing/lenses/246720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-24", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-24", "period": "2022", "status": "derived", @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-24", "period": "2022", "status": "observed", @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246960.json b/landing/lenses/246960.json index 3a58ca065ee69308b0acf608184073275c339458..17dc6926f2427a39d05d8a614089cea14c6e23dc 100644 --- a/landing/lenses/246960.json +++ b/landing/lenses/246960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.56, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 41.66, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,15 +726,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.56, + "grade": "dCR-BB", + "score": 41.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.65, + "score": 42.81, "assumptions": { "scenarioStress": "moderate" } @@ -750,6 +750,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -817,12 +822,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 10.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -964,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1010,7 +1014,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1163,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1199,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1229,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1245,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247540.json b/landing/lenses/247540.json index d3e72be0123009124567316b6e08a3df3631b4cc..fbc688959380170db1d5c356706dd4050636a136 100644 --- a/landing/lenses/247540.json +++ b/landing/lenses/247540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,10 +1125,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247660.json b/landing/lenses/247660.json index 97d0ab9501f0d9e71934c6563495bd75724c20b3..c5c6ce3d62fb43de3485de57b56a2a41386f614b 100644 --- a/landing/lenses/247660.json +++ b/landing/lenses/247660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248070.json b/landing/lenses/248070.json index 371a4609b3da445cf3c509f9164f208c435adca1..05413859a923dede6b2b74a5187eed85b95f81e8 100644 --- a/landing/lenses/248070.json +++ b/landing/lenses/248070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1038,8 +1038,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248170.json b/landing/lenses/248170.json index 84bf9682f18c97e6ad611031f2aad7e4389e487b..64fcab5fda37e711359637907521524c1d9f36ce 100644 --- a/landing/lenses/248170.json +++ b/landing/lenses/248170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/249420.json b/landing/lenses/249420.json index 6454c45ae1ce0d30b4dda0d0ee0c7fd58ce4f1d8..33926a4cb92ad0a7665905e55f8c396b7bee49a8 100644 --- a/landing/lenses/249420.json +++ b/landing/lenses/249420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -617,18 +617,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.75, + "score": 24.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.14, + "score": 26.34, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d9baa5be697e", + "target": "249420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.656 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/250000.json b/landing/lenses/250000.json index 1ee08850f9d62108dae604571aaa5eda2d40411b..95775fc04edbea0619c319dd39495ef21a6a8bd1 100644 --- a/landing/lenses/250000.json +++ b/landing/lenses/250000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -607,13 +607,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250030.json b/landing/lenses/250030.json index d2187d060049fc566f5f7627a343c163cd75225a..00a78a065010909fa9886843ae997d13e87a18ec 100644 --- a/landing/lenses/250030.json +++ b/landing/lenses/250030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -960,7 +960,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250060.json b/landing/lenses/250060.json index 6f69b8ffe3d9b9797081e929cb3f2a3bd266fa99..3a7599c76c539d72f696871ba1907c0367aaaf84 100644 --- a/landing/lenses/250060.json +++ b/landing/lenses/250060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1128,7 +1128,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1137,7 +1137,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250930.json b/landing/lenses/250930.json index 666627bddd0c24687d81ae01b5cb4bcd8b3a225b..7a91c28a04c9f3638161369ad59cb41221901ff9 100644 --- a/landing/lenses/250930.json +++ b/landing/lenses/250930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,7 +813,7 @@ "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 25.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 28.23%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -956,19 +956,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,12 +1358,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c5171b64347d", + "target": "250930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.326 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251120.json b/landing/lenses/251120.json index 0c5308eab30c56abaab454f8747c94ad60dc2bae..58d45ad521140d889f5f065fb25ae456df8546b1 100644 --- a/landing/lenses/251120.json +++ b/landing/lenses/251120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251270.json b/landing/lenses/251270.json index c5f188fc845f878867014f3501a28131ddd3ebec..092217e669ea6f669dbb91fa782aac07906f9913 100644 --- a/landing/lenses/251270.json +++ b/landing/lenses/251270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -641,11 +641,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 9.11, + "value": 9.86, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.82, + "contribution": 1.97, "sourceRef": "axes.자본구조" }, { @@ -683,7 +683,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/251270/axes/자본구조", "status": "derived", - "detail": "위험점수 9.11, 가중치 20%" + "detail": "위험점수 9.86, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -758,49 +758,49 @@ "gradeHistory": [ { "period": "2026", - "score": 23.38, + "score": 24.13, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2025", - "score": 30.02, + "score": 30.46, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2024", - "score": 42.78, + "score": 43.27, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2023", - "score": 69.22, + "score": 69.81, "grade": "B-", "pdEstimate": 10.0 }, { "period": "2022", - "score": 70.01, + "score": 70.65, "grade": "CCC", "pdEstimate": 15.0 }, { "period": "2021", - "score": 52.97, + "score": 53.93, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2020", - "score": 22.44, + "score": 22.85, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2019", - "score": 10.9, + "score": 11.17, "grade": "A+", "pdEstimate": 0.04 } @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -955,19 +955,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1079,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1113,7 +1113,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1122,7 +1122,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1154,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1372,12 +1372,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1ea683421ba0", + "target": "251270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.401 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251370.json b/landing/lenses/251370.json index e636721667aee97391695bad745f4bb24623bfe6..45ef329f5395f5ba2bb1571056bd98433d5320f3 100644 --- a/landing/lenses/251370.json +++ b/landing/lenses/251370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 26.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 28.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,15 +806,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 26.38, + "grade": "dCR-BBB", + "score": 28.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 27.35, + "score": 29.6, "assumptions": { "scenarioStress": "moderate" } @@ -830,11 +830,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -902,7 +897,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -911,6 +906,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7647c3c67557", + "target": "251370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.224 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251630.json b/landing/lenses/251630.json index 368d8ae21d784bf6dbb4050eb1cf50390b0b6e13..c9475be19dd7c5449f65646cc8ccd725def52b87 100644 --- a/landing/lenses/251630.json +++ b/landing/lenses/251630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 11.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 12.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251970.json b/landing/lenses/251970.json index df93dae6e577f6f5f9534266d20011f6bd106a20..a3b7051a499ec533e33a6e35fd1a2974d604eb83 100644 --- a/landing/lenses/251970.json +++ b/landing/lenses/251970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252500.json b/landing/lenses/252500.json index 714e6b47441664ab6ca36ad227d02d691cd49cf6..b99346adf86f521d866535c22334c7e2ec2f76ca 100644 --- a/landing/lenses/252500.json +++ b/landing/lenses/252500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-07", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1074,7 +1074,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-07", "period": null, "status": "derived", @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-07", "period": null, "status": "observed", @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1237,10 +1237,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252990.json b/landing/lenses/252990.json index 61a853750592d15526eda1f79aa6e8e3eface978..7ad673d19eeda100cca44d2659dd0eb15489ae19 100644 --- a/landing/lenses/252990.json +++ b/landing/lenses/252990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253450.json b/landing/lenses/253450.json index ee8e28020e91a14213f709711e80b41f3aeab92d..12000d95ad99ab10115d495d4dc0e3bfdf6ed73e 100644 --- a/landing/lenses/253450.json +++ b/landing/lenses/253450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,15 +1043,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,88 +1445,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e54ae17f8613", - "target": "253450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.811 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/253590.json b/landing/lenses/253590.json index e3e82140e392bfbd2bc2bc987befff93d5ebafc6..5e79c64ec4773dd2b62b35ff19faccf5f807976f 100644 --- a/landing/lenses/253590.json +++ b/landing/lenses/253590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253840.json b/landing/lenses/253840.json index e3349260c266677381d550cf04e543a8d2b085dd..7a3b15acb927f9ae2b91daab6dc24fb0ac1570d2 100644 --- a/landing/lenses/253840.json +++ b/landing/lenses/253840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 14.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254120.json b/landing/lenses/254120.json index 86d695e80eeb1b72b78011188cc43be499dec99b..4357a3f5a9c036e8746c8b4956c97a1c4e9ab00e 100644 --- a/landing/lenses/254120.json +++ b/landing/lenses/254120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254490.json b/landing/lenses/254490.json index acd8616c9b9bb6697354ade8452f0076c4166d52..e6e4ffa930b75929950cd05495595dcebbfb462d 100644 --- a/landing/lenses/254490.json +++ b/landing/lenses/254490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -661,12 +661,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255220.json b/landing/lenses/255220.json index 86770c403bf994c2e1a8bb764feeadde955271c0..2963558ec303b92f30ba47b18fa9c15198ac2ca4 100644 --- a/landing/lenses/255220.json +++ b/landing/lenses/255220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2018", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255440.json b/landing/lenses/255440.json index 11f3ef9536c9c0a62951191caa366cdf550673bb..5ec8b71b4e6a8ae7484ea9f2e6b70065fdd78bf5 100644 --- a/landing/lenses/255440.json +++ b/landing/lenses/255440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256150.json b/landing/lenses/256150.json index e0168746af45348d160552446a4edc2442c67275..9763c66b9bc10d79ade97ce7d875090460dfc5b7 100644 --- a/landing/lenses/256150.json +++ b/landing/lenses/256150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256630.json b/landing/lenses/256630.json index 1ddc2708622bd432d034a28675fabe5f074dd026..0a5b723d8667c234147f81845abf5297230aa067 100644 --- a/landing/lenses/256630.json +++ b/landing/lenses/256630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1023,19 +1023,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1056,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,17 +1102,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1181,7 +1181,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1190,7 +1190,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256840.json b/landing/lenses/256840.json index 9a6edc17056296d6da1b09a863e935d7132434cd..88fbd1ee211474d2e5300e0777d65ba95e519347 100644 --- a/landing/lenses/256840.json +++ b/landing/lenses/256840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256940.json b/landing/lenses/256940.json index 6c590d80e5d63ba9bd5e5a93540608fea293837a..49a8e52b31384d58783492f7e86b0842539205ed 100644 --- a/landing/lenses/256940.json +++ b/landing/lenses/256940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "채무상환능력 축이 89점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257370.json b/landing/lenses/257370.json index 644b1d341e950ea4c85c49d1dcc87225d0b56f53..36b9c9fcb1a5b1603468177105892f6206a7220f 100644 --- a/landing/lenses/257370.json +++ b/landing/lenses/257370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,10 +1011,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257720.json b/landing/lenses/257720.json index 44f6a053202937b76e358f8ec06afc20ee6e3cec..60db37215bc4d08ffa7c07d8921980614fdbe4bb 100644 --- a/landing/lenses/257720.json +++ b/landing/lenses/257720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257990.json b/landing/lenses/257990.json index 97ec969d9ad2b81be404e82c234fcf582b7c9774..140003384069420778625003c1e70d42ee9446a8 100644 --- a/landing/lenses/257990.json +++ b/landing/lenses/257990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-13", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,7 +425,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-13", "period": "2025", "status": "derived", @@ -446,7 +446,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-13", "period": "2025", "status": "observed", @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258610.json b/landing/lenses/258610.json index c35f3f8890981b68be0f178e04f233927b494451..73ca67af49257be0a40569efcc65c82508e8be3b 100644 --- a/landing/lenses/258610.json +++ b/landing/lenses/258610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258790.json b/landing/lenses/258790.json index e9f87df381eadcff6fbb312b0f7ee3fb17246315..6f6a5162e2b7a1d6f1e1100f6d798f7a663def46 100644 --- a/landing/lenses/258790.json +++ b/landing/lenses/258790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -587,13 +587,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,7 +693,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,7 +712,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1017,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1419,12 +1419,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:46a60b3ec30e", + "target": "258790", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.681 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/258830.json b/landing/lenses/258830.json index fa461cfc017e2c43125fca262c6caf39c4a966f3..d0de3a51a85d6d724931ac62011c695189bcb5f4 100644 --- a/landing/lenses/258830.json +++ b/landing/lenses/258830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259630.json b/landing/lenses/259630.json index 91f1159f1b31649ef31d0f457f5f690f41691a67..ff956a245651b032e9d70fef21bc45759eeba4ff 100644 --- a/landing/lenses/259630.json +++ b/landing/lenses/259630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,12 +1446,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c3b89b93e314", + "target": "259630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.561 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/259960.json b/landing/lenses/259960.json index f7bad107486d929620a8f7ad169f8247de737943..c135877639d9483c6a52be8e82a9c0db1ee558b2 100644 --- a/landing/lenses/259960.json +++ b/landing/lenses/259960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.67, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 5.83, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,12 +672,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/259960/axes/자본구조", "status": "derived", - "detail": "위험점수 2.10, 가중치 20%" + "detail": "위험점수 2.60, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -767,14 +767,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.67, + "score": 5.83, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 5.84, + "score": 5.99, "assumptions": { "scenarioStress": "moderate" } @@ -802,31 +802,31 @@ "gradeHistory": [ { "period": "2026", - "score": 1.17, + "score": 1.92, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.73, + "score": 1.03, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.22, + "score": 0.33, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.22, + "score": 0.33, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.25, + "score": 0.37, "grade": "AAA", "pdEstimate": 0.0 } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260660.json b/landing/lenses/260660.json index 3bd234eae63a647269eb70d25d7774bcf5adad51..12ac780d0615dde76196b7c036e17bc81cafd7bd 100644 --- a/landing/lenses/260660.json +++ b/landing/lenses/260660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 22.30, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.30, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 22.3, + "score": 24.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 23.6, + "score": 25.71, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260930.json b/landing/lenses/260930.json index 671ee9a6f0b00a24991ea45fee96e4ff8f894770..8c5ecb9aea15ddd3c308bee620ca9f48d9092485 100644 --- a/landing/lenses/260930.json +++ b/landing/lenses/260930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1046,15 +1046,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1448,88 +1448,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1dd5b95ffa5e", - "target": "260930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.312 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/260970.json b/landing/lenses/260970.json index 4d920efb9b04fccd610da264be520288a3cdd52a..4ed53e73e4bd3d804568d798c067182b9224cb22 100644 --- a/landing/lenses/260970.json +++ b/landing/lenses/260970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,10 +1031,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261200.json b/landing/lenses/261200.json index 84acb07b431ca90bb7fc400a6c1c227aab953493..4a29433d67cb38bc3ce4d291488abdf2284ac8a7 100644 --- a/landing/lenses/261200.json +++ b/landing/lenses/261200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261520.json b/landing/lenses/261520.json index 77ccc8c16f7e1ecc00557db0ad497e7fb1ca502c..2761da2c201069737718f3a9ff67aae063a5a92c 100644 --- a/landing/lenses/261520.json +++ b/landing/lenses/261520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261780.json b/landing/lenses/261780.json index 43fd8c687be4b255d78dc5665ec2527b0c427607..9f9efecf40d1c594539cb72060053aa39ee77425 100644 --- a/landing/lenses/261780.json +++ b/landing/lenses/261780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -867,8 +867,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -887,8 +887,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -994,10 +994,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1017,7 +1017,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1025,7 +1025,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262260.json b/landing/lenses/262260.json index 6d47d60f8e55799ffec05365f1ce983f60778c53..d1d615ea5a4c5c443d03b88ca1a9b8c9c4850974 100644 --- a/landing/lenses/262260.json +++ b/landing/lenses/262260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.90%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262840.json b/landing/lenses/262840.json index 9f7ea49b351c8e0d71cd71447416213f4976d4e4..9df9188ab75cc64d64dce26dddb24ee7ea2d3536 100644 --- a/landing/lenses/262840.json +++ b/landing/lenses/262840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263020.json b/landing/lenses/263020.json index 2215db914c9f0433091d3fb522bce6c0d6ef3b78..2ee0d88e86622a66be081968bc7645bc97cc7246 100644 --- a/landing/lenses/263020.json +++ b/landing/lenses/263020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263050.json b/landing/lenses/263050.json index 5c081789e2f3bbd93a9cb2754f48ea7dead90096..b4efb8cab3694c9acbfedd9c3b8233027ed825b0 100644 --- a/landing/lenses/263050.json +++ b/landing/lenses/263050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,12 +632,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-06", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-06", "period": "2023", "status": "derived", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-06", "period": "2023", "status": "observed", @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263600.json b/landing/lenses/263600.json index 59c009f8b0e40a13d794bb9ab900403328452754..b9d6080d1082806d12246d57216bfcc091165ad1 100644 --- a/landing/lenses/263600.json +++ b/landing/lenses/263600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263690.json b/landing/lenses/263690.json index b5c9cc8ed37fc933b9f16fa6973448e2cb6517c2..c3b221e18d6ac808b470f8b546a7a9c2116d4405 100644 --- a/landing/lenses/263690.json +++ b/landing/lenses/263690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,18 +599,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.74, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.74, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,15 +794,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.74, + "grade": "dCR-A+", + "score": 10.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.29, + "score": 12.56, "assumptions": { "scenarioStress": "moderate" } @@ -818,11 +818,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -890,7 +885,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.03, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -907,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1034,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1067,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1233,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263700.json b/landing/lenses/263700.json index 80a8dd0ef5e69eef0373d5ca1eeacbfdf05736e6..88c762f6cdc9e18c66409748c663e964aca51842 100644 --- a/landing/lenses/263700.json +++ b/landing/lenses/263700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263720.json b/landing/lenses/263720.json index aa18a2c217d2f1d0aafa73f4c259d7ff1e2a2d11..6df5461eefcace32ef370c006005451721702557 100644 --- a/landing/lenses/263720.json +++ b/landing/lenses/263720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263750.json b/landing/lenses/263750.json index b1ab9a7a5e7be6e2d26e18aeb11b6d1fe72849e5..e81393762165edb9864efb20d2448b84d543ca7c 100644 --- a/landing/lenses/263750.json +++ b/landing/lenses/263750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263770.json b/landing/lenses/263770.json index dc9cd58cf1cbdac66f259c2d3bf662ca52ea317b..1fe0d4b0f3e9020c3b83582a8d8c9231a4db1bdb 100644 --- a/landing/lenses/263770.json +++ b/landing/lenses/263770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263800.json b/landing/lenses/263800.json index 16951261920f83df33efc50f0b19cd7c06c3549b..618a2bbba04a9e152767b8116647e5882245af05 100644 --- a/landing/lenses/263800.json +++ b/landing/lenses/263800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263810.json b/landing/lenses/263810.json index d3d6aa8ecb3f85ee181eb216e4d90da82eee191c..b995cea7b3ddeabff9b5ae5c6c7d90ef3621c3d5 100644 --- a/landing/lenses/263810.json +++ b/landing/lenses/263810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:34dba52ae5ac", + "target": "263810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/263860.json b/landing/lenses/263860.json index a596b640d6b720c46d9893e7115516f626900ccf..53b8122671cdf38d085c31ee9298f6528d59bacd 100644 --- a/landing/lenses/263860.json +++ b/landing/lenses/263860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263920.json b/landing/lenses/263920.json index a6e089603fb7463fdb2e93e7cdb27ad5aed24f45..2f2c1abf9c37477dd034dea2ff9ee38ebb07b55f 100644 --- a/landing/lenses/263920.json +++ b/landing/lenses/263920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264450.json b/landing/lenses/264450.json index d3b8e598ca23acb0c952bd0e670a4c059883d67e..681c4acae51ccbbc19ffc654f0cb1004eb6f0d9b 100644 --- a/landing/lenses/264450.json +++ b/landing/lenses/264450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264660.json b/landing/lenses/264660.json index a7021596e8059fd58ff3257bd5506588bfe40c27..a91296efc249487504cadc934d6cbd28b334e3e8 100644 --- a/landing/lenses/264660.json +++ b/landing/lenses/264660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1040,19 +1040,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,17 +1119,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,13 +1192,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1207,7 +1207,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264850.json b/landing/lenses/264850.json index 59d791866479da4059e899cf65cd2532ca24c135..dcc1ad3464e1fae75cf34c9a673ef3278ca6cdd2 100644 --- a/landing/lenses/264850.json +++ b/landing/lenses/264850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1429,7 +1429,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1451,7 +1451,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1469,15 +1469,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/264900.json b/landing/lenses/264900.json index c92e394b3caf4c83d573a6f1ba0cbfbe8ab67f8a..9bd48429cfea9aa5ade1136c69261b223dfc66a2 100644 --- a/landing/lenses/264900.json +++ b/landing/lenses/264900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -720,12 +720,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 필수소비재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265520.json b/landing/lenses/265520.json index b74fd9778d0fd0e7c56ea49a717771f0bfe0e309..b49b46d757928e725e644476b616586e38766456 100644 --- a/landing/lenses/265520.json +++ b/landing/lenses/265520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265560.json b/landing/lenses/265560.json index cceee8cfda08404b2a18e44efa869a047960738b..6214aeaf202ad3ae8f02bf000022d24557e885b5 100644 --- a/landing/lenses/265560.json +++ b/landing/lenses/265560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1042,15 +1042,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1585,12 +1585,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1cc1beff58b1", + "target": "265560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.721 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/265740.json b/landing/lenses/265740.json index 63495db639c8a3a902101ed168f5b3213b3ba666..f59a0a80c90d01a7326a7acb844d6fd5f8705899 100644 --- a/landing/lenses/265740.json +++ b/landing/lenses/265740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266170.json b/landing/lenses/266170.json index 73328472a328183efce7903bcf09c70a43e73a8b..0e8a71966d6e6996fc771b0565d861e663a93f53 100644 --- a/landing/lenses/266170.json +++ b/landing/lenses/266170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -233,14 +233,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -360,10 +360,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -399,7 +399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -419,7 +419,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -440,7 +440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -549,10 +549,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -580,7 +580,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266350.json b/landing/lenses/266350.json index 5b577310eeba2375a7701f602d21ad7417e71063..cad6281c42961a0bd92150e0e17de712eb5b8517 100644 --- a/landing/lenses/266350.json +++ b/landing/lenses/266350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,7 +754,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -845,10 +845,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -864,10 +864,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267080.json b/landing/lenses/267080.json index 04acca0d3d27084eb86e59c9d142cd0916599f96..33e75ad5f2a5b4659d185a8ed406c24a03dcf2bb 100644 --- a/landing/lenses/267080.json +++ b/landing/lenses/267080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -726,7 +726,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", "status": "derived", @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -894,7 +894,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267250.json b/landing/lenses/267250.json index 82000bab12e74ee94d8831d0d772c1b2e6423ce3..33103dd67569932514a6be353913d3cbc874d5f2 100644 --- a/landing/lenses/267250.json +++ b/landing/lenses/267250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1045,15 +1045,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1541,12 +1541,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4c4d0fc43f0d", + "target": "267250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/267260.json b/landing/lenses/267260.json index 5fd71a361ca512cb564bd897f45ea59772a92561..ad05072500e226d9b8cb134d33966e4ddac2551e 100644 --- a/landing/lenses/267260.json +++ b/landing/lenses/267260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1655,12 +1655,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ee926aeffda2", + "target": "267260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/267270.json b/landing/lenses/267270.json index 9b07dff46c78121cfa8461812defd9fce9d1703a..b1168283cc9aa553672617116b48e17c8bb882bd 100644 --- a/landing/lenses/267270.json +++ b/landing/lenses/267270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.99, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.30, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,15 +805,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.99, + "grade": "dCR-A", + "score": 13.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.78, + "grade": "dCR-A", + "score": 14.15, "assumptions": { "scenarioStress": "moderate" } @@ -896,9 +896,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1040,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1073,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1164,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1239,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1275,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1321,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267290.json b/landing/lenses/267290.json index 0ed04528dd497a72c21b5cbdc5be4a252b150913..40edfba4f863239743eee269c869bbf7a4fb510e 100644 --- a/landing/lenses/267290.json +++ b/landing/lenses/267290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,18 +612,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.71, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 7.64, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -644,11 +644,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 0.18, + "value": 0.09, "unit": "riskScore", "direction": "positive", "weight": 25, - "contribution": 0.04, + "contribution": 0.02, "sourceRef": "axes.채무상환능력" }, { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,12 +713,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 유틸리티 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,21 +756,21 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/267290/axes/채무상환능력", "status": "derived", - "detail": "위험점수 0.18, 가중치 25%" + "detail": "위험점수 0.09, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/267290/axes/자본구조", "status": "derived", - "detail": "위험점수 4.45, 가중치 20%" + "detail": "위험점수 1.66, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/267290/axes/유동성", "status": "derived", - "detail": "위험점수 9.53, 가중치 15%" + "detail": "위험점수 6.74, 가중치 15%" }, { "id": "credit.axis.현금흐름", @@ -807,15 +807,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.71, + "grade": "dCR-AA", + "score": 7.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 10.39, + "grade": "dCR-AA-", + "score": 8.04, "assumptions": { "scenarioStress": "moderate" } @@ -834,7 +834,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -848,51 +848,51 @@ "gradeHistory": [ { "period": "2026", - "score": 12.4, - "grade": "A+", - "pdEstimate": 0.04 + "score": 5.02, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2025", - "score": 5.89, - "grade": "AA", - "pdEstimate": 0.02 + "score": 2.47, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2024", - "score": 6.86, - "grade": "AA", - "pdEstimate": 0.02 + "score": 2.95, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2023", - "score": 24.81, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 20.48, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2022", - "score": 10.43, - "grade": "A+", - "pdEstimate": 0.04 + "score": 5.15, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2021", - "score": 9.06, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 4.18, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2020", - "score": 21.1, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 17.27, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2019", - "score": 9.94, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 4.44, + "grade": "AA+", + "pdEstimate": 0.01 } ], "coverage": { @@ -903,7 +903,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267320.json b/landing/lenses/267320.json index 5d2d6ec3a78d90c2fa7ca8c6c73fcc36dfd3d72d..8119371ce9adf7a828ad58659f16200343bb9681 100644 --- a/landing/lenses/267320.json +++ b/landing/lenses/267320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1011,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1037,15 +1037,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.555, + "score": -0.56, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1169,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1178,7 +1178,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267790.json b/landing/lenses/267790.json index 70ec95f4876c81827d8306e2ec10061005b3c266..a35e0a3bada1e1848dd0c57778e315c83689aa53 100644 --- a/landing/lenses/267790.json +++ b/landing/lenses/267790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267850.json b/landing/lenses/267850.json index c97a1f36a19730c5d42685f801adb780d90dd294..8828389031e0ca37d546f4f67ac25e0674154528 100644 --- a/landing/lenses/267850.json +++ b/landing/lenses/267850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,10 +1081,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267980.json b/landing/lenses/267980.json index 8c19cee636b0ca593ad5baf0a3424050383a15da..a358fb00e5414f5d02c69c8e57b0e31248a54290 100644 --- a/landing/lenses/267980.json +++ b/landing/lenses/267980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1547,88 +1547,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2273add10d4f", - "target": "267980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.634 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/268280.json b/landing/lenses/268280.json index 3984fe56e947d0913a95e1e4fb4d7e9e515f4ebf..4ef2f6bf10e2fb84b7d0b61e097aaaa932492aba 100644 --- a/landing/lenses/268280.json +++ b/landing/lenses/268280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/269620.json b/landing/lenses/269620.json index 5c649f5c2fecddb08151631cb5290130bb9aa7ba..b0c1e51b8b6f111aafe77ef9c0a26ad8e6e55f6f 100644 --- a/landing/lenses/269620.json +++ b/landing/lenses/269620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270520.json b/landing/lenses/270520.json index 6cf88e04232d2c1862b1f43459100c50669305f6..1b0ffdc761318315f0eeb59e63ced360261f4aa5 100644 --- a/landing/lenses/270520.json +++ b/landing/lenses/270520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -886,19 +886,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1044,7 +1044,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1053,7 +1053,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,12 +1303,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2116fcd3cbbe", + "target": "270520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/270660.json b/landing/lenses/270660.json index b5334d35275d2118ce695cfcf7d0c5dff093200b..197b78a1e2ffbab810c4cf18beba326d8628333a 100644 --- a/landing/lenses/270660.json +++ b/landing/lenses/270660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,88 +1392,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d1e8c9b75a78", - "target": "270660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/270870.json b/landing/lenses/270870.json index 5a1c9a34a6cd68403e18bd40cc9550aa58025b1d..81f5d1b6e561b8475bae434c633dab11e47aeaa9 100644 --- a/landing/lenses/270870.json +++ b/landing/lenses/270870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271560.json b/landing/lenses/271560.json index 3bab9c626d7681896684f2700abb557117708e09..f0c137b732a2231af547c79a53e034470d786a9c 100644 --- a/landing/lenses/271560.json +++ b/landing/lenses/271560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,15 +1041,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1067,15 +1067,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.05, + "score": -0.055, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1541,12 +1541,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a5a9527c44f8", + "target": "271560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.812 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/271830.json b/landing/lenses/271830.json index 126fff5fadf42f1eec3325177e9a3c6c95169e7d..bceddd9d3d2283d4b5cb96758608c50b8068aecf 100644 --- a/landing/lenses/271830.json +++ b/landing/lenses/271830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,7 +767,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -782,14 +782,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -955,7 +955,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271940.json b/landing/lenses/271940.json index 712ef608c8e92dd8211fc285a72df5388969769e..e507b7c857914923a09a3b585383eeda8437edca 100644 --- a/landing/lenses/271940.json +++ b/landing/lenses/271940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -977,10 +977,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271980.json b/landing/lenses/271980.json index 7f1256dcb0bfccf977e80b55a4d47d5c5c4ac7bd..9ccc479d216a1bb10633ab7d68ccf0ced5e958c7 100644 --- a/landing/lenses/271980.json +++ b/landing/lenses/271980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,12 +1445,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:265b67c5ecd9", + "target": "271980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/272110.json b/landing/lenses/272110.json index a1d567922dcde2f5686a8c7d5041c3561bd526ee..484d980b516fc6ee00db09b81e72fd7e76d9f806 100644 --- a/landing/lenses/272110.json +++ b/landing/lenses/272110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -589,18 +589,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 21.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 19.20, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -619,14 +619,14 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 19.01, + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 12.68, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 2.85, - "sourceRef": "axes.유동성" + "weight": 25, + "contribution": 3.17, + "sourceRef": "axes.채무상환능력" }, { "id": "axis.사업안정성", @@ -641,11 +641,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 26.49, + "value": 25.8, "unit": "riskScore", "direction": "negative", "weight": 20, - "contribution": 5.3, + "contribution": 5.16, "sourceRef": "axes.자본구조" } ], @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -690,12 +690,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,14 +733,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/272110/axes/채무상환능력", "status": "derived", - "detail": "위험점수 20.36, 가중치 25%" + "detail": "위험점수 12.68, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/272110/axes/자본구조", "status": "derived", - "detail": "위험점수 26.49, 가중치 20%" + "detail": "위험점수 25.80, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -785,14 +785,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 21.57, + "score": 19.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 22.68, + "grade": "dCR-A-", + "score": 20.45, "assumptions": { "scenarioStress": "moderate" } @@ -808,11 +808,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -825,45 +820,45 @@ "gradeHistory": [ { "period": "2026", - "score": 24.79, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 30.55, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 19.62, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 16.95, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2024", - "score": 26.62, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 21.1, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2023", - "score": 22.54, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 18.5, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2022", - "score": 20.93, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 17.49, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2021", - "score": 31.52, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 22.27, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2020", - "score": 57.66, - "grade": "B", - "pdEstimate": 7.0 + "score": 49.33, + "grade": "B+", + "pdEstimate": 4.0 } ], "coverage": { @@ -883,6 +878,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 3.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -897,14 +893,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1024,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1070,7 +1066,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1223,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1528,7 +1524,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1550,7 +1546,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1568,8 +1564,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/272210.json b/landing/lenses/272210.json index a0519bc81b70675b0fc6b502b016aa0ef59ad821..0c9f472d1355093bda58fe0182941fca026b3a29 100644 --- a/landing/lenses/272210.json +++ b/landing/lenses/272210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272290.json b/landing/lenses/272290.json index 39f81717ca52d3fb3461110895035bbab5d007d0..c6b1e52fdd81e4383df2a2c926345915a7d4c900 100644 --- a/landing/lenses/272290.json +++ b/landing/lenses/272290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272450.json b/landing/lenses/272450.json index 9ce4769cdea6e86e16f1f1f3bfe6554c5d5d8cf5..d09c296d180b54fa98aa740878d01350a798fae2 100644 --- a/landing/lenses/272450.json +++ b/landing/lenses/272450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272550.json b/landing/lenses/272550.json index be4f29fabee5b160cb4ce292320b7b6097f72ac7..4f2af479df31ea69d8a9b863196802afcc98bcd8 100644 --- a/landing/lenses/272550.json +++ b/landing/lenses/272550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/273060.json b/landing/lenses/273060.json index 4030993c099daf4c6c7f6c75a0fc6b8f4af3b759..f6e56072153f6b51a65f036110cf2187442bac31 100644 --- a/landing/lenses/273060.json +++ b/landing/lenses/273060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-19", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1412,7 +1412,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1434,7 +1434,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1452,8 +1452,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/273640.json b/landing/lenses/273640.json index 6a44711cd91daa80f6ab5aa8b9f14cbddbdf486e..ccaa1d90b30db026a0b8550b5a02e5331321931a 100644 --- a/landing/lenses/273640.json +++ b/landing/lenses/273640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274090.json b/landing/lenses/274090.json index 58eb0c82299a1e1e32dd92d8334e72e1fabd539f..935acdd4085a06a9843d0d91da27d347170d9233 100644 --- a/landing/lenses/274090.json +++ b/landing/lenses/274090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1043,8 +1043,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1075,10 +1075,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274400.json b/landing/lenses/274400.json index 69cb39a887dfce8e0c7debcb92cf02ea046f2c1f..542ca75e26151f2a8584f493c9ee2989a465ed73 100644 --- a/landing/lenses/274400.json +++ b/landing/lenses/274400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,8 +751,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/275630.json b/landing/lenses/275630.json index bca748e0935225ef56aca8a39540736666648bf6..3ab3de2f868655ec3687b3c2a34957bcc5b76ec8 100644 --- a/landing/lenses/275630.json +++ b/landing/lenses/275630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276040.json b/landing/lenses/276040.json index f98f83566cb6889f6c8723fd0ae8b236b1f887d8..6adf6518c2da1bfc084d4e50e9342017e7094403 100644 --- a/landing/lenses/276040.json +++ b/landing/lenses/276040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -380,11 +380,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 4.3, + "value": 5.8, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.86, + "contribution": 1.16, "sourceRef": "axes.자본구조" }, { @@ -422,7 +422,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/276040/axes/자본구조", "status": "derived", - "detail": "위험점수 4.30, 가중치 20%" + "detail": "위험점수 5.80, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -496,31 +496,31 @@ "gradeHistory": [ { "period": "2026", - "score": 17.06, - "grade": "A-", - "pdEstimate": 0.08 + "score": 21.66, + "grade": "BBB+", + "pdEstimate": 0.15 }, { "period": "2025", - "score": 38.54, + "score": 39.14, "grade": "BB", "pdEstimate": 1.5 }, { "period": "2024", - "score": 36.18, + "score": 36.26, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2023", - "score": 36.19, + "score": 36.28, "grade": "BB+", "pdEstimate": 0.75 }, { "period": "2022", - "score": 36.25, + "score": 36.36, "grade": "BB+", "pdEstimate": 0.75 } @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -701,7 +701,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.565, + "score": -0.57, "direction": "negative", "sourceRef": "expectation.score" }, @@ -721,7 +721,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276730.json b/landing/lenses/276730.json index 99a2ee9eaa409aca071cdc6314598b5568a9c248..225ebbd9fa0276800f0d830d764b08bf5d259be8 100644 --- a/landing/lenses/276730.json +++ b/landing/lenses/276730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 149.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 182.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -959,8 +959,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1012,10 +1012,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-07-28", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277070.json b/landing/lenses/277070.json index 5dcfb45c66cd5b00fe4a1a13fd221d7780502fb1..279514e01b0d7b9ddd861b287489d0d07c7197e3 100644 --- a/landing/lenses/277070.json +++ b/landing/lenses/277070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -157,7 +157,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -178,7 +178,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -210,7 +210,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -231,7 +231,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -263,7 +263,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -806,15 +806,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -832,15 +832,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.01, + "score": -0.015, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -852,7 +852,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -885,17 +885,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -905,7 +905,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -930,7 +930,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -964,7 +964,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -973,7 +973,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1023,10 +1023,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1041,10 +1041,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1392,12 +1392,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e1600834d08b", + "target": "277070", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.532 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/277410.json b/landing/lenses/277410.json index a80273c8a7be8840b2e74142d672befd9142092f..5a13cf7a7b8010c7ed128c7f44787834c316685d 100644 --- a/landing/lenses/277410.json +++ b/landing/lenses/277410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.70%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,10 +1125,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277810.json b/landing/lenses/277810.json index 281025da8dac3b2fa0d5b982777ef20e214230b7..6051ebbe1a3a157e7ce7452b85f4fcdc64cf3c1c 100644 --- a/landing/lenses/277810.json +++ b/landing/lenses/277810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -850,19 +850,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -876,8 +876,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -889,7 +889,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -909,8 +909,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -921,17 +921,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -941,7 +941,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -998,7 +998,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1007,7 +1007,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1039,10 +1039,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277880.json b/landing/lenses/277880.json index 06a0ff1a6930f5f206d36e8d11e860a03684ddd3..b8260ed3a5a330bdd5b9c407ef6567a834bda978 100644 --- a/landing/lenses/277880.json +++ b/landing/lenses/277880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.53%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278280.json b/landing/lenses/278280.json index b5a2e69c8b7fa3e6891d97b8108374056c5e016b..fa2ce37831f56f6597629102f427fbfe6844f7f1 100644 --- a/landing/lenses/278280.json +++ b/landing/lenses/278280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1066,15 +1066,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.2, + "score": -0.205, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278470.json b/landing/lenses/278470.json index dfacce89d07db694321a4cef74f6f0be84049fd8..7a3781e93bccedf07a0353ead898027ef5486c5b 100644 --- a/landing/lenses/278470.json +++ b/landing/lenses/278470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278650.json b/landing/lenses/278650.json index ea063e5947fef5ba43df50f6cea1d4b34432e24d..0186c3a2fd21b58ad12d1874137e6a51e7fd712a 100644 --- a/landing/lenses/278650.json +++ b/landing/lenses/278650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1017,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1043,15 +1043,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.26, + "score": -0.265, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278990.json b/landing/lenses/278990.json index c5fb62b75e18e1662180635949a1bb8d2eaca2a7..583745439d85b1ebb54d190eafd13d1012b2a986 100644 --- a/landing/lenses/278990.json +++ b/landing/lenses/278990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -397,7 +397,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -430,8 +430,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -452,8 +452,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -488,7 +488,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -563,10 +563,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -590,10 +590,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -604,7 +604,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -612,7 +612,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -628,7 +628,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -886,7 +886,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -926,15 +926,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/279570.json b/landing/lenses/279570.json index 4a15044ad737029274633fb01443ed79703aa4f1..276027a7d823de96d0f5499983472227e734085d 100644 --- a/landing/lenses/279570.json +++ b/landing/lenses/279570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279600.json b/landing/lenses/279600.json index da9da2c1070c47302da5f965714e8a79aa2ccb76..155394bfba334d84ec4dbfda2c78221356724e4e 100644 --- a/landing/lenses/279600.json +++ b/landing/lenses/279600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 152.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 153.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/280360.json b/landing/lenses/280360.json index 567a23e35626dd656b34c484d1cd866690246399..c6f27b730ab44805f0cd62ec8d7ba1a321314c89 100644 --- a/landing/lenses/280360.json +++ b/landing/lenses/280360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281740.json b/landing/lenses/281740.json index 0daca87c8df13acf096107be7eab0e12cb96ca7c..3e38a8713274c112f40067d23c9eae20a6a8fd36 100644 --- a/landing/lenses/281740.json +++ b/landing/lenses/281740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1019,19 +1019,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1098,17 +1098,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1177,7 +1177,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1186,7 +1186,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1236,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1254,10 +1254,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281820.json b/landing/lenses/281820.json index 51e0549afcabd407c61721f47c67706631d0a26d..03e67ddcdd3e4c6f9b5ad6e307ea88c747bb0eea 100644 --- a/landing/lenses/281820.json +++ b/landing/lenses/281820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -712,12 +712,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282330.json b/landing/lenses/282330.json index 6b06173b3cecaa809524a92b8257ad76749f25fd..16219f128a3a8ca64b00ec34309b92b74e721323 100644 --- a/landing/lenses/282330.json +++ b/landing/lenses/282330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282720.json b/landing/lenses/282720.json index 6460d6a7d7a389a351a58e3b59ff4d0b3adb636c..94b2474180fe2167e2a74f06d512c51aef66db90 100644 --- a/landing/lenses/282720.json +++ b/landing/lenses/282720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,10 +1057,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1070,7 +1070,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282880.json b/landing/lenses/282880.json index e535353dbe161b35fbe2445d03f8e4866e2248a5..19068c7e7d0de6b8d20503a75463a04df73e057c 100644 --- a/landing/lenses/282880.json +++ b/landing/lenses/282880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 29.18, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 32.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,15 +787,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 29.18, + "grade": "dCR-BBB-", + "score": 32.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 29.56, + "grade": "dCR-BBB-", + "score": 32.72, "assumptions": { "scenarioStress": "moderate" } @@ -872,7 +872,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -882,7 +882,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284620.json b/landing/lenses/284620.json index 260176de190316f3c6d2a2152dc60346ab6fffac..9763488387b9e32f77ba6d251cb189db738c9ff8 100644 --- a/landing/lenses/284620.json +++ b/landing/lenses/284620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -917,7 +917,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284740.json b/landing/lenses/284740.json index b17d26cdcd759e777e40c1963633d9cc4da064f0..2a57b4471f483651289df905b8e0e2c659ffec1f 100644 --- a/landing/lenses/284740.json +++ b/landing/lenses/284740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1037,19 +1037,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,17 +1116,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1189,13 +1189,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1204,7 +1204,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285130.json b/landing/lenses/285130.json index 8d4cd5d1feaa84393e722f581fd664dc17940bac..1c5f074196516fa87093c7e207e7ebd257e9e10e 100644 --- a/landing/lenses/285130.json +++ b/landing/lenses/285130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285490.json b/landing/lenses/285490.json index 224ef7b2fed49d09763765c4e8bcebc48fbc7dcd..d3d9cac12e58b906819af550e86cd09fc5bec512 100644 --- a/landing/lenses/285490.json +++ b/landing/lenses/285490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285800.json b/landing/lenses/285800.json index 5ea53061d0de8d6aef4c20438edfa905e46d5b8c..292ae6b1677ff1abfcc59c5fd102811962576cd0 100644 --- a/landing/lenses/285800.json +++ b/landing/lenses/285800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,10 +1109,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1127,10 +1127,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1457,7 +1457,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1479,7 +1479,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1497,8 +1497,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/286750.json b/landing/lenses/286750.json index 1f67fe09ac6d64396b07b7a8c037e334b589d337..1a495628b1fff382e0378bb0ab08005d64b021e2 100644 --- a/landing/lenses/286750.json +++ b/landing/lenses/286750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 29.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 27.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286940.json b/landing/lenses/286940.json index 0d8c73b7e7a124582e0fecc6b7d1c5a94a088f63..cbe4b7a4cc09940af1b40db68d1ea9620a4e383a 100644 --- a/landing/lenses/286940.json +++ b/landing/lenses/286940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -633,11 +633,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 8.67, + "value": 10.8, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.73, + "contribution": 2.16, "sourceRef": "axes.자본구조" }, { @@ -664,12 +664,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "supportive", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/286940/axes/자본구조", "status": "derived", - "detail": "위험점수 8.67, 가중치 20%" + "detail": "위험점수 10.80, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -796,15 +796,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.82, + "grade": "dCR-BBB+", + "score": 19.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 20.16, + "score": 20.94, "assumptions": { "scenarioStress": "moderate" } @@ -820,11 +820,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -837,49 +832,49 @@ "gradeHistory": [ { "period": "2026", - "score": 14.91, - "grade": "A", - "pdEstimate": 0.06 + "score": 17.59, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2025", - "score": 21.66, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 22.94, + "grade": "BBB", + "pdEstimate": 0.25 }, { "period": "2024", - "score": 29.68, + "score": 31.11, "grade": "BBB-", "pdEstimate": 0.4 }, { "period": "2023", - "score": 11.7, - "grade": "A+", - "pdEstimate": 0.04 + "score": 13.09, + "grade": "A", + "pdEstimate": 0.06 }, { "period": "2022", - "score": 20.54, + "score": 21.66, "grade": "BBB+", "pdEstimate": 0.15 }, { "period": "2021", - "score": 8.77, + "score": 9.66, "grade": "AA-", "pdEstimate": 0.03 }, { "period": "2020", - "score": 6.22, + "score": 6.99, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2019", - "score": 6.73, + "score": 7.95, "grade": "AA", "pdEstimate": 0.02 } @@ -892,10 +887,9 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -910,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1037,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1070,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1236,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/287840.json b/landing/lenses/287840.json index 7508c26ca8dcf7d6f57c658e411067f6d0d29695..98de27fd180da6ee1f1fc50dd921c1514147f72c 100644 --- a/landing/lenses/287840.json +++ b/landing/lenses/287840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288180.json b/landing/lenses/288180.json index 3c0c9ddfecd2c3ce0d7bbff997035b1e6669e98d..40f2f17621676e0f7ff93a15f1a6f087818edb38 100644 --- a/landing/lenses/288180.json +++ b/landing/lenses/288180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/288330.json b/landing/lenses/288330.json index dc7d33a9ce2dc62b9e674bc10a095cf517374575..cfe7292f15be0ffbb4e5a70089a606a94cd566a3 100644 --- a/landing/lenses/288330.json +++ b/landing/lenses/288330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 399.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 371.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": null, "status": "derived", @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-07", "period": null, "status": "observed", @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288620.json b/landing/lenses/288620.json index fbac0be09b6022497107092d704c470bd1f3581d..2cad78b78741e91d0a536e99b4cab95d33b6190f 100644 --- a/landing/lenses/288620.json +++ b/landing/lenses/288620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 12.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288980.json b/landing/lenses/288980.json index 45e2baeddab9bf9b8e89492b2825c49607c39d81..516128acb51acd43a0265537eb86c9c40460546e 100644 --- a/landing/lenses/288980.json +++ b/landing/lenses/288980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,7 +777,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 260.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 611.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -965,7 +965,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289010.json b/landing/lenses/289010.json index a835a04b7889a4a34e52d88ae79e2ec281ce8e1c..273b6912d2697c6bcc4f943f814a0b23dfdfd9ff 100644 --- a/landing/lenses/289010.json +++ b/landing/lenses/289010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289080.json b/landing/lenses/289080.json index 23a225c929edb14456780e18e4677c1c3e694766..cc867f91e529d229891778e02ac82e0ceafd2337 100644 --- a/landing/lenses/289080.json +++ b/landing/lenses/289080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -94,7 +94,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -114,7 +114,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -473,14 +473,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -600,19 +600,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -633,8 +633,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -646,7 +646,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -679,17 +679,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -699,7 +699,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -724,7 +724,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -758,7 +758,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -767,7 +767,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -780,10 +780,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -799,10 +799,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,88 +1082,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f57b18da6749", - "target": "289080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/289220.json b/landing/lenses/289220.json index 86b2c63721623904233855b800d3b6f0a34eafa1..cbfaba1f448933c752338cb1c2d72466a18154e8 100644 --- a/landing/lenses/289220.json +++ b/landing/lenses/289220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -968,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1021,10 +1021,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289930.json b/landing/lenses/289930.json index 744e0611465d1b0d7c23221a70a650055ebccd33..472a05628068c801c5eac24ea68ba6336ce1df7f 100644 --- a/landing/lenses/289930.json +++ b/landing/lenses/289930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290090.json b/landing/lenses/290090.json index a2ef0432e147030e7f704db9bbfe8377369bcea0..2624afaa1300a11686cbace6d35fe35c9b919312 100644 --- a/landing/lenses/290090.json +++ b/landing/lenses/290090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290120.json b/landing/lenses/290120.json index 57280b9a6f97393c74d54a477de336251b382821..31663f9590b0bddf56c13a87cde15b1752de3a05 100644 --- a/landing/lenses/290120.json +++ b/landing/lenses/290120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1035,19 +1035,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,17 +1114,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1193,7 +1193,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1202,7 +1202,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1270,10 +1270,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1578,12 +1578,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:faddec453cf9", + "target": "290120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.552 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290270.json b/landing/lenses/290270.json index b1cfe3ba86a8ad879f51b380afbc7d15766a5c72..33149e283958df1bc7040489b77c3a8c5a3c38eb 100644 --- a/landing/lenses/290270.json +++ b/landing/lenses/290270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1030,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1182,13 +1182,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1197,7 +1197,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290380.json b/landing/lenses/290380.json index 7a37d556cfd9973bd7c1b591ab90cc5cebb7d358..ecde753729c1d08e4ef4793e970946617957241d 100644 --- a/landing/lenses/290380.json +++ b/landing/lenses/290380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 31.08, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 4.66, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/290380/axes/유동성", "status": "derived", "detail": "위험점수 31.08, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/290380/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,82 +521,24 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2025-08-20", + "asOf": "2026-08-23", + "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "partial", + "status": "blocked", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "low", - "score": 34.7, + "level": "blocked", + "score": 8.0, "method": "threeBlockCoverageAndSignalClarity" }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2025-08-20", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2025-08-20", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-08-20", - "detail": "괴리 판정의 price 입력" - } - ], + "drivers": [], + "claims": [], + "evidence": [], "assumptions": [ { "id": "expectationMethod", @@ -606,6 +564,12 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -645,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -936,8 +900,8 @@ } }, "statusCounts": { - "partial": 3, - "blocked": 2 + "partial": 2, + "blocked": 3 }, "gaps": [ { @@ -989,13 +953,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -1087,6 +1044,13 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" + }, { "id": "macro.company.sectorKey", "status": "missing", diff --git a/landing/lenses/290520.json b/landing/lenses/290520.json index 3ee3109888e7bc6edd36acc26996b6757fe8e78b..e1e6de056f4c403df9e84a5a8d4647fa2eb8f21c 100644 --- a/landing/lenses/290520.json +++ b/landing/lenses/290520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,12 +616,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -940,19 +940,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -973,8 +973,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1006,8 +1006,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1019,17 +1019,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1098,7 +1098,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1107,7 +1107,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1436,12 +1436,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3fddeb0705a8", + "target": "290520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290550.json b/landing/lenses/290550.json index efb1fd46602976fb0a3027af802ac00611a041ce..51c7d23e0b4f77b5daf8ac1cc8c14eb3df864f90 100644 --- a/landing/lenses/290550.json +++ b/landing/lenses/290550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -598,18 +598,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 16.58, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 19.26, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,15 +793,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 16.58, + "grade": "dCR-A-", + "score": 19.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 17.58, + "grade": "dCR-A-", + "score": 20.06, "assumptions": { "scenarioStress": "moderate" } @@ -884,7 +884,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,10 +1121,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290560.json b/landing/lenses/290560.json index 8892c0971cbaf1b115cf2530b105529c9a69b642..a5d45fc33a7cde6f344408a772083ce211280245 100644 --- a/landing/lenses/290560.json +++ b/landing/lenses/290560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,10 +1000,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290650.json b/landing/lenses/290650.json index 7ca66cc8996a4e90a0a627bc2b97b77d366cf02d..a0e8a9aafa273da152485f68cd9843bbbeb07a22 100644 --- a/landing/lenses/290650.json +++ b/landing/lenses/290650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290660.json b/landing/lenses/290660.json index 617e79631124ba388c2c68ed9a3c2bb960c6a0ce..4ac627521898527cc70ac879249af60cc70b255c 100644 --- a/landing/lenses/290660.json +++ b/landing/lenses/290660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 23.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 18.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290670.json b/landing/lenses/290670.json index 27a1b2472fb8833305ad06e2bb57954c13e752d5..f41a680d30f79ce4c3a4a50d7533fd264d656af8 100644 --- a/landing/lenses/290670.json +++ b/landing/lenses/290670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,7 +895,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 112.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 120.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1037,19 +1037,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,17 +1116,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,7 +1195,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1204,7 +1204,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290690.json b/landing/lenses/290690.json index 695c6c08dfd4acdfa120e817c6ab6504aac9045e..4cea68651fb979a656e705bcb9522697dd7e12b8 100644 --- a/landing/lenses/290690.json +++ b/landing/lenses/290690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1206,10 +1206,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290720.json b/landing/lenses/290720.json index 1479f1bee79df220e15833d043a36c43a7d2bdb5..4d47bc6bf7dc063efaafc8ebfc77104af66d7692 100644 --- a/landing/lenses/290720.json +++ b/landing/lenses/290720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290740.json b/landing/lenses/290740.json index 349af4ad9f7291fd636ad8e03f5943299b024bdb..1e7a3d39b0a579f64438acdb07880d32347f50da 100644 --- a/landing/lenses/290740.json +++ b/landing/lenses/290740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1190,7 +1190,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1434,12 +1434,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b99f0ff366e0", + "target": "290740", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.363 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/291230.json b/landing/lenses/291230.json index ba6a3cf762116d538a7a07cf42500c8ea59a2d34..d793f406fe696d640e6a07f67d3437cb8eaa0040 100644 --- a/landing/lenses/291230.json +++ b/landing/lenses/291230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.88, + "score": -0.885, "direction": "negative", "sourceRef": "expectation.score" }, @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291650.json b/landing/lenses/291650.json index da6c036a9989828324178f85198190e00d451a6a..e1256ebec34cf86cf558486be41dde82f2da7803 100644 --- a/landing/lenses/291650.json +++ b/landing/lenses/291650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -900,10 +900,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -913,7 +913,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291810.json b/landing/lenses/291810.json index e938a7a2a49c2d6de2981f6095ea66b8a6e6c7f2..58771de027ebdfa63d65bf139877d6254fa7c18d 100644 --- a/landing/lenses/291810.json +++ b/landing/lenses/291810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293480.json b/landing/lenses/293480.json index 4c50f3b7ef8a2829c3a756910b8868df33f014fb..0a3c39a238a14d8be34f83eebc6d4626f3df1b4d 100644 --- a/landing/lenses/293480.json +++ b/landing/lenses/293480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1051,8 +1051,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,10 +1082,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1095,7 +1095,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293490.json b/landing/lenses/293490.json index 24e2a322872a737ecc0591b48072cdff4702f807..0e0d8c923a4862c9ec69ecfd9ae87716e332b945 100644 --- a/landing/lenses/293490.json +++ b/landing/lenses/293490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293580.json b/landing/lenses/293580.json index f78204921373d3678724a1d624974c84292d11c8..7803d8a8b94abbb01f4275637809d2095d5a002a 100644 --- a/landing/lenses/293580.json +++ b/landing/lenses/293580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1002,10 +1002,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1020,10 +1020,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293780.json b/landing/lenses/293780.json index 7d8ce1fb96063216400cfb39562be435c6c77525..dcc03b8ac697a24aeae8019b6845d90590aff828 100644 --- a/landing/lenses/293780.json +++ b/landing/lenses/293780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -788,19 +788,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -821,8 +821,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -834,7 +834,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -867,17 +867,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -887,7 +887,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -940,13 +940,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -955,7 +955,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -987,10 +987,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1010,7 +1010,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1018,7 +1018,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293940.json b/landing/lenses/293940.json index 132264ba078070d4f76025fda08992450b6d01f8..92f52ebbb04b0b8f83e7336221512db70db96328 100644 --- a/landing/lenses/293940.json +++ b/landing/lenses/293940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -386,8 +386,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -399,8 +399,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -417,10 +417,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -439,7 +439,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -507,10 +507,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -553,10 +553,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -571,10 +571,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294090.json b/landing/lenses/294090.json index bc4588bce28742686f6f5cc83dd46c3d8e65ce37..620cd6b61b8d673739b1a9d6cd680940b7e98dfc 100644 --- a/landing/lenses/294090.json +++ b/landing/lenses/294090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -722,14 +722,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -888,7 +888,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294140.json b/landing/lenses/294140.json index 54b330e6f48d27d6bf1dfaf3e040cea5c7bdc41a..50df6cdc21359f89e8330e285f8790f15ae3b8d2 100644 --- a/landing/lenses/294140.json +++ b/landing/lenses/294140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 26.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 28.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,10 +1125,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1143,10 +1143,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294570.json b/landing/lenses/294570.json index 18fbd1e6fbbf713a7e733465affa72b5a8b89649..61f57f76e8b512bc46f0dad2afed1a61bf4f759b 100644 --- a/landing/lenses/294570.json +++ b/landing/lenses/294570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -719,14 +719,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -872,8 +872,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -885,7 +885,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -905,8 +905,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -924,10 +924,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -937,7 +937,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294630.json b/landing/lenses/294630.json index 0e014d80f0f794942a9a9fd9e7a54b9701596f49..f9578f9c4f0c9a4c325b5313ff4e290fc3492066 100644 --- a/landing/lenses/294630.json +++ b/landing/lenses/294630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -807,8 +807,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -820,8 +820,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -838,10 +838,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -851,7 +851,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -860,7 +860,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294870.json b/landing/lenses/294870.json index 74099ff90e63406693aa01e2a665814217366077..1d58a93fc6f8285cd9c87a04fbb0995eace0725b 100644 --- a/landing/lenses/294870.json +++ b/landing/lenses/294870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/295310.json b/landing/lenses/295310.json index 210d68da206d35bee3a411c82f47ea352e7ee5fc..38c5ea361df97293b172f65e4e1ed7bf4496f72f 100644 --- a/landing/lenses/295310.json +++ b/landing/lenses/295310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -405,14 +405,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -532,10 +532,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -564,8 +564,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,8 +584,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -604,7 +604,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -672,10 +672,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -691,10 +691,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -718,10 +718,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -732,7 +732,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -740,7 +740,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -756,7 +756,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/296640.json b/landing/lenses/296640.json index d2ab8b07ca87b7d1bab82b816b96c736026f8e27..92f6e9cf312ff4ada9e02e9ff1ed4144ce06043f 100644 --- a/landing/lenses/296640.json +++ b/landing/lenses/296640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297090.json b/landing/lenses/297090.json index 6d3f37074b792a333a4705ec0473a058b2836afd..1af94b714a8ed850676da397ceeb87d48fb4c3ac 100644 --- a/landing/lenses/297090.json +++ b/landing/lenses/297090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -586,18 +586,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 27.47, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -618,11 +618,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 6.94, + "value": 6.1, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 1.39, + "weight": 15, + "contribution": 0.91, "sourceRef": "axes.자본구조" }, { @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,12 +687,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 에너지 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,7 +711,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -730,14 +730,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/297090/axes/채무상환능력", "status": "derived", - "detail": "위험점수 34.13, 가중치 25%" + "detail": "위험점수 27.31, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/297090/axes/자본구조", "status": "derived", - "detail": "위험점수 6.94, 가중치 20%" + "detail": "위험점수 6.10, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -781,15 +781,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 27.47, + "grade": "dCR-BBB", + "score": 26.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 28.23, + "grade": "dCR-BBB", + "score": 26.64, "assumptions": { "scenarioStress": "moderate" } @@ -817,45 +817,45 @@ "gradeHistory": [ { "period": "2026", - "score": 7.23, + "score": 6.01, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2025", - "score": 19.1, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 17.03, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2024", - "score": 46.28, + "score": 42.1, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2023", - "score": 58.6, + "score": 57.7, "grade": "B", "pdEstimate": 7.0 }, { "period": "2022", - "score": 52.22, - "grade": "B+", - "pdEstimate": 4.0 + "score": 47.57, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2021", - "score": 56.45, - "grade": "B", - "pdEstimate": 7.0 + "score": 54.53, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2020", - "score": 45.96, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 40.96, + "grade": "BB", + "pdEstimate": 1.5 } ], "coverage": { @@ -866,11 +866,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297570.json b/landing/lenses/297570.json index 744d52e125546fb45e17ffc7acdb96349158a635..a5b1cf67aa138db21a0ae2728bc7f662a8ffc589 100644 --- a/landing/lenses/297570.json +++ b/landing/lenses/297570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297890.json b/landing/lenses/297890.json index 218a49fc15e0bf446ee1647b101cce72258109bd..9fa8ab1f82bd80a592f1686b73c80a59138ec3d2 100644 --- a/landing/lenses/297890.json +++ b/landing/lenses/297890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1038,8 +1038,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298000.json b/landing/lenses/298000.json index 1149492fea87b5890d0eb24e88545808fd5c4f95..63173c70f69e456fcac3625ca2ee85561bcf2d92 100644 --- a/landing/lenses/298000.json +++ b/landing/lenses/298000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1257,10 +1257,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298020.json b/landing/lenses/298020.json index d7414f562887c4007d4bd231e1fc5bb630671f62..95b0152fd633b00febf5c3014f0431121c8fefc1 100644 --- a/landing/lenses/298020.json +++ b/landing/lenses/298020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,10 +1254,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298040.json b/landing/lenses/298040.json index 1727ff1f07329450faca125481594469bd27b5c2..9e1f37c0decbcc1e396e47358670ae3820207923 100644 --- a/landing/lenses/298040.json +++ b/landing/lenses/298040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1266,10 +1266,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298050.json b/landing/lenses/298050.json index d02cc4b19c606170c909175194f645a3b281eea3..a75b329810e236c49e45e79d1f8f952f3f4e8764 100644 --- a/landing/lenses/298050.json +++ b/landing/lenses/298050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1038,15 +1038,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,17 +1117,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,7 +1196,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1205,7 +1205,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1273,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1581,88 +1581,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e488f9e1722c", - "target": "298050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.625 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/298060.json b/landing/lenses/298060.json index f7a43b35fff846cea0ad8d24dc2fe8cc2acaec6b..4bc8426bd34afac6ca9828502989b89427d94a1e 100644 --- a/landing/lenses/298060.json +++ b/landing/lenses/298060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298380.json b/landing/lenses/298380.json index 8ae042a7ffec0cef373f6f07a3dba305fddc434f..fcef80300515a9dfa9bb1898cceffd5ec065f021 100644 --- a/landing/lenses/298380.json +++ b/landing/lenses/298380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,10 +1049,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298540.json b/landing/lenses/298540.json index 39f892615aa54ba1f4cee4055909f39d6e003918..537c2d26f75cb3f76a7a2c4f578a1918bef26109 100644 --- a/landing/lenses/298540.json +++ b/landing/lenses/298540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1418,7 +1418,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1440,7 +1440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1458,8 +1458,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/298690.json b/landing/lenses/298690.json index e7a4a6f4388e6112b5c73cf429601373d17cc6bd..9ab25fbc12ca481d298d8dd340047e8853e20922 100644 --- a/landing/lenses/298690.json +++ b/landing/lenses/298690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,12 +633,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -822,7 +822,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298830.json b/landing/lenses/298830.json index 23b9b1daa96460af5da4054f997441401aa49573..e751a1cef5ee1b3b06b1b778859032aa7ec318e5 100644 --- a/landing/lenses/298830.json +++ b/landing/lenses/298830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,10 +1039,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299030.json b/landing/lenses/299030.json index 5837053d6bc55d9ffdd17b104cd7f7e6f4554669..0e6c2a5c5090072e48c7ab762f6cea30b81d261e 100644 --- a/landing/lenses/299030.json +++ b/landing/lenses/299030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 11.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.07%). 최근 주가 하락이 반영된 결과", "D/EBITDA 1607.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -962,8 +962,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -994,10 +994,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299170.json b/landing/lenses/299170.json index b81253024cecceed349a0c1d9a74a0d93b6ec680..1d6bf24046a6b8bd0c5b57ccd773d83ebd05a645 100644 --- a/landing/lenses/299170.json +++ b/landing/lenses/299170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1005,19 +1005,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,15 +1031,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.955, + "score": -0.96, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1084,17 +1084,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1163,7 +1163,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1172,7 +1172,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299660.json b/landing/lenses/299660.json index 87daaee17c367557a28dec3b196ba4a77b07cd20..e0be5e754294f14f30a879b625e543d8453dc4c8 100644 --- a/landing/lenses/299660.json +++ b/landing/lenses/299660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -115,7 +115,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -145,7 +145,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -166,7 +166,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -666,14 +666,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -793,10 +793,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -825,8 +825,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -845,8 +845,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -952,10 +952,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -983,7 +983,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299900.json b/landing/lenses/299900.json index 95c9ffe2f47d991c0fd2600b79c2beb59eb395cb..28ea383e3f254564c7245194380ffc38df6cacf7 100644 --- a/landing/lenses/299900.json +++ b/landing/lenses/299900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -633,11 +633,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 9.38, + "value": 6.79, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.88, + "contribution": 1.36, "sourceRef": "axes.자본구조" }, { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/299900/axes/자본구조", "status": "derived", - "detail": "위험점수 9.38, 가중치 20%" + "detail": "위험점수 6.79, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.21, + "score": 42.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 43.82, + "score": 43.15, "assumptions": { "scenarioStress": "moderate" } @@ -832,51 +832,51 @@ "gradeHistory": [ { "period": "2026", - "score": 32.25, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 30.98, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 52.2, + "score": 51.17, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2024", - "score": 49.27, + "score": 48.45, "grade": "B+", "pdEstimate": 4.0 }, { "period": "2023", - "score": 48.37, - "grade": "B+", - "pdEstimate": 4.0 + "score": 47.98, + "grade": "BB-", + "pdEstimate": 2.5 }, { "period": "2022", - "score": 45.49, + "score": 44.87, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2021", - "score": 55.69, + "score": 55.38, "grade": "B", "pdEstimate": 7.0 }, { "period": "2020", - "score": 59.98, + "score": 58.89, "grade": "B", "pdEstimate": 7.0 }, { "period": "2019", - "score": 22.0, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 21.27, + "grade": "BBB+", + "pdEstimate": 0.15 } ], "coverage": { @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-09", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-09", "period": "2025", "status": "derived", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-09", "period": "2025", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300080.json b/landing/lenses/300080.json index 6b47b8d2f39e260379f9aaeb1d3505f9f1988b06..339669c85ad7ae94093dfb63d26b48ba988dd4ea 100644 --- a/landing/lenses/300080.json +++ b/landing/lenses/300080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300120.json b/landing/lenses/300120.json index 64bae1803165d10b6014e5ccf397cb28a0d67107..3a1b88e571dad1d63993db361d58ba59b0120500 100644 --- a/landing/lenses/300120.json +++ b/landing/lenses/300120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 18.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 17.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-07-28", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-07-28", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300720.json b/landing/lenses/300720.json index e1464eef2a005a9121061556967758dc42c0fa44..5a9cd8a32f00e9621a8435b1372ad687df3f0bc2 100644 --- a/landing/lenses/300720.json +++ b/landing/lenses/300720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/301300.json b/landing/lenses/301300.json index aad14c2c23671a2f9381aa48a2962cd9ec559e06..8cd9d486a43202180675f60d8bf795cc4206f950 100644 --- a/landing/lenses/301300.json +++ b/landing/lenses/301300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 25.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 26.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1368,7 +1368,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1386,8 +1386,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/302430.json b/landing/lenses/302430.json index e3f80b505e49e5d06c308df66d8f245d2c57057b..bbcc46487f6388b3bf11a91f56eeaa24b803800a 100644 --- a/landing/lenses/302430.json +++ b/landing/lenses/302430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302440.json b/landing/lenses/302440.json index 880b3a06252cccb6e16e1846646bf494bdd71f94..5209ed0317b0dec567ccdee3603fcd5de5704f5c 100644 --- a/landing/lenses/302440.json +++ b/landing/lenses/302440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,10 +1094,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302550.json b/landing/lenses/302550.json index d448a4d1a3a1a10d34f65556e24fc57d232e0fb1..5ca1f987920a2a829e3043af70d921cd34a95b8b 100644 --- a/landing/lenses/302550.json +++ b/landing/lenses/302550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303030.json b/landing/lenses/303030.json index 84ed94d01b599cdeff5e914e300ff41b30afbf44..230780fdaa12eedf45e226f3f6b3ed63a9151277 100644 --- a/landing/lenses/303030.json +++ b/landing/lenses/303030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 71.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1067,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303360.json b/landing/lenses/303360.json index e3206e7edb66f0dcdcb88299d348ce275343ba1e..6e63b8173f43670f476d7a62577ac5ceb8cef52a 100644 --- a/landing/lenses/303360.json +++ b/landing/lenses/303360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,12 +651,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303530.json b/landing/lenses/303530.json index 409e07adf2e1cc60208cdc1276e1a1791e497b55..b6f4c2d115dd43401611748a82c700a26370d15c 100644 --- a/landing/lenses/303530.json +++ b/landing/lenses/303530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303810.json b/landing/lenses/303810.json index b226350f097af16f3c38de349072d898b1f9c73d..763b2c0c430208eb8c0efff428a16efdcca1f00f 100644 --- a/landing/lenses/303810.json +++ b/landing/lenses/303810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,20 +249,10 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -278,7 +268,7 @@ "label": "유동성", "value": 47.74, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 15, "contribution": 7.16, "sourceRef": "axes.유동성" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/303810/axes/유동성", "status": "derived", "detail": "위험점수 47.74, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/303810/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -856,6 +840,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/304100.json b/landing/lenses/304100.json index 85cd338ebb59e1e443fa7cedcf031f74629b7ae1..7a6875926410192c3179c82637fb5639a2c836b0 100644 --- a/landing/lenses/304100.json +++ b/landing/lenses/304100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -901,7 +901,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304360.json b/landing/lenses/304360.json index 6deda0c3f8f4914b8f6b5a6ef81cbef3bfbb9186..d4139245c964ca7c4fe4c341a58a3a4194427859 100644 --- a/landing/lenses/304360.json +++ b/landing/lenses/304360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,14 +705,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -878,7 +878,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -898,8 +898,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -956,7 +956,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1031,10 +1031,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304840.json b/landing/lenses/304840.json index 47dd00a321a68caa0c58d791d07394f021ecff67..aa2e8f3f3dec2df6231a39420865da0a5f0c8f29 100644 --- a/landing/lenses/304840.json +++ b/landing/lenses/304840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-31", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -890,7 +890,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -910,7 +910,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-31", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-31", "period": "2025", "status": "observed", @@ -1021,10 +1021,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1040,10 +1040,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/305090.json b/landing/lenses/305090.json index b266b04043a5c9f1e63428bde4bede891da3e27d..ba05967ed2d5b7bca5491412c66922bf1a902c55 100644 --- a/landing/lenses/305090.json +++ b/landing/lenses/305090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 61.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1067,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306040.json b/landing/lenses/306040.json index 073b520457cdd3710e7795697cbe3eec61913b5d..0f7eded92b4eb0db29c9181fdd62e3f7f8c6b414 100644 --- a/landing/lenses/306040.json +++ b/landing/lenses/306040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306200.json b/landing/lenses/306200.json index c5aa3ea80f155c11b47be28f489c7019f9abd800..6aa8a54128b56359adcca87558343f6fe5f4730c 100644 --- a/landing/lenses/306200.json +++ b/landing/lenses/306200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306620.json b/landing/lenses/306620.json index 41ff0c9193dcf8b85602c6d333f3e794db045b13..97d330e54f2f0f85bdf5462385cad42d3269ebf7 100644 --- a/landing/lenses/306620.json +++ b/landing/lenses/306620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -893,14 +893,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307180.json b/landing/lenses/307180.json index 2b4d7ef3da8116b9cc3b713fb7b85f3a597550b8..ab0d563cc63d753baa4695929ac30a69fd3a455f 100644 --- a/landing/lenses/307180.json +++ b/landing/lenses/307180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,12 +702,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307280.json b/landing/lenses/307280.json index 361a69c8f17fee795ac81a8a884c7dd261c3ce52..e6ab652992d836a2a83e3c256c457ca33a1b9938 100644 --- a/landing/lenses/307280.json +++ b/landing/lenses/307280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307750.json b/landing/lenses/307750.json index c4352e10b17a2c4e6b6c01b6e082e6c5fe27ad4f..8ce3930045b900718cef0e93f2b428a066bbc1be 100644 --- a/landing/lenses/307750.json +++ b/landing/lenses/307750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,15 +777,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.94, + "grade": "dCR-BBB-", + "score": 29.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.75, + "score": 30.0, "assumptions": { "scenarioStress": "moderate" } @@ -801,11 +801,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -861,10 +856,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1052,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1130,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1173,7 +1169,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1186,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1205,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307870.json b/landing/lenses/307870.json index 29622a8610964c8e8a36b968bded395fabc0592c..3eeedf8335713d021362fede5f6282d0bb963417 100644 --- a/landing/lenses/307870.json +++ b/landing/lenses/307870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1353,7 +1353,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1371,8 +1371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/307930.json b/landing/lenses/307930.json index 23e8a3367da6dafb5e15282e6568597c3339439d..56101501268cbe056e72ed0b1a7e8bbda8a20c97 100644 --- a/landing/lenses/307930.json +++ b/landing/lenses/307930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -441,14 +441,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -568,10 +568,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -587,8 +587,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -600,8 +600,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -618,10 +618,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -631,7 +631,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -640,7 +640,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -708,10 +708,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -758,7 +758,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307950.json b/landing/lenses/307950.json index d7d58bda0b4a0f3c8a89f34834e5b72972498dcb..42d1572a5350a177c5df4d85be861f5e818e4140 100644 --- a/landing/lenses/307950.json +++ b/landing/lenses/307950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1030,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1056,15 +1056,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.035, + "score": 0.03, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1188,7 +1188,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1197,7 +1197,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1432,88 +1432,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0d0a70333124", - "target": "307950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.93 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/308080.json b/landing/lenses/308080.json index 3bfd7113634ea111e9083f75956540f30c317609..68ee6e8f27c6b8e283a4a9f0d6104151564a7833 100644 --- a/landing/lenses/308080.json +++ b/landing/lenses/308080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -430,13 +430,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -791,8 +791,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -831,7 +831,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -918,10 +918,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308100.json b/landing/lenses/308100.json index 00f77441ff28edc43bfc0c95127f24bdfedaae2c..a7aae836161015b7bb20ce768771521f7a2f251c 100644 --- a/landing/lenses/308100.json +++ b/landing/lenses/308100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -447,13 +447,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -515,7 +515,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -534,7 +534,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -553,7 +553,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -572,7 +572,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 61.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308170.json b/landing/lenses/308170.json index edc1d76dbc9dcb27da93175058a533d8e3e81265..488c06d6d34aa912a8c1c75664bf12325695bfef 100644 --- a/landing/lenses/308170.json +++ b/landing/lenses/308170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 20.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 19.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -899,14 +899,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1026,19 +1026,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1059,8 +1059,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,17 +1105,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1150,7 +1150,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1184,7 +1184,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1193,7 +1193,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1569,88 +1569,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:eccb25695742", - "target": "308170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.687 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/308430.json b/landing/lenses/308430.json index 195761bcec3e3f0c9e224a4701b5d1061068d9fe..b8da2b6b18cb53da2098403d94b833ee41046976 100644 --- a/landing/lenses/308430.json +++ b/landing/lenses/308430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -389,14 +389,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -535,8 +535,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -548,8 +548,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -566,10 +566,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -579,7 +579,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -588,7 +588,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -675,10 +675,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309710.json b/landing/lenses/309710.json index 503c58dc59f0eaa96d413bb006aed1a08db2f44a..5337d37be015a52ee7e2dbc87b435f7b27921a30 100644 --- a/landing/lenses/309710.json +++ b/landing/lenses/309710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -609,7 +609,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -629,7 +629,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309930.json b/landing/lenses/309930.json index 05f849fc6f96478f59c21beb283f43499eb2a496..9b23a90889a65ea46002b237c0880edbe3af3a35 100644 --- a/landing/lenses/309930.json +++ b/landing/lenses/309930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 22.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309960.json b/landing/lenses/309960.json index d6853d9c8a9711f957cdbebc3fadd46a8cebed91..fdfa2c678dcdfbf0d6fa45d96732f172e94dd1db 100644 --- a/landing/lenses/309960.json +++ b/landing/lenses/309960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -475,13 +475,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -600,14 +600,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -760,8 +760,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -773,7 +773,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -793,8 +793,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -813,10 +813,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -851,7 +851,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310200.json b/landing/lenses/310200.json index 0944d6edef6cf4b34579eb4665796ccc62a798bd..d0f77e25b8e665845065f238c2e307900017f1b6 100644 --- a/landing/lenses/310200.json +++ b/landing/lenses/310200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310210.json b/landing/lenses/310210.json index e24f9b999dd4806e43c9d2680056db6ce8e04e6d..07bc315384f534820e6fa066336dccb8991db1ed 100644 --- a/landing/lenses/310210.json +++ b/landing/lenses/310210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -748,19 +748,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -781,8 +781,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -794,7 +794,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -814,8 +814,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -827,17 +827,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -872,7 +872,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -906,7 +906,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -915,7 +915,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310870.json b/landing/lenses/310870.json index 3a73a97f0b1025cba759406b813979d5efc15b35..3ccd791ef254de987ab349d726f70f04ca47d476 100644 --- a/landing/lenses/310870.json +++ b/landing/lenses/310870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 6.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311060.json b/landing/lenses/311060.json index 6dd309dee87f89cc311fb35002ae75ed2e9bffbe..8db0d7d1aae5ade4bc6ac13942bf7024dabc36b6 100644 --- a/landing/lenses/311060.json +++ b/landing/lenses/311060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -387,8 +387,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,10 +418,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311320.json b/landing/lenses/311320.json index 83db8786535679c228f7dd81a65c8a8b95c6195a..3ced7318a5ef72ad5d9cb1bfc0e2b7802e1f2f30 100644 --- a/landing/lenses/311320.json +++ b/landing/lenses/311320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311390.json b/landing/lenses/311390.json index 4d710d5c5690f2eaa043aebe55a05478d86bcaa3..7d7918a02b141668987cfd418451ea8f2d350603 100644 --- a/landing/lenses/311390.json +++ b/landing/lenses/311390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -589,18 +589,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 19.46, + "score": 21.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 19.84, + "score": 21.93, "assumptions": { "scenarioStress": "moderate" } @@ -873,6 +873,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -887,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1014,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1060,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1213,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311690.json b/landing/lenses/311690.json index 8c9997a292de5439170d17cf0f097804f263e055..5b39b90680c937d15fea2675402a02bd1ecd5237 100644 --- a/landing/lenses/311690.json +++ b/landing/lenses/311690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311960.json b/landing/lenses/311960.json index 8531512841b829eef18045249b2e03df9015e342..199bd1b08837600845350765cf4446f39a0e3fcf 100644 --- a/landing/lenses/311960.json +++ b/landing/lenses/311960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2022", "earliestPeriod": "2022", @@ -36,10 +36,10 @@ "representative": "2022" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -397,7 +397,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -438,8 +438,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -466,7 +466,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -528,10 +528,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -547,10 +547,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,7 +570,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/312610.json b/landing/lenses/312610.json index 7c1892f22cdd07cb08d830a730080a9f1ef396b1..7ecb5f255b940f1e63b8354634dae87fd4398c0a 100644 --- a/landing/lenses/312610.json +++ b/landing/lenses/312610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 108.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 111.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,7 +969,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/313760.json b/landing/lenses/313760.json index 7418100de38ab69c80cc77c242b3ff33ba6407ab..ec7efd352a4b5db5c4ac72fd50e6e34a233b9c2b 100644 --- a/landing/lenses/313760.json +++ b/landing/lenses/313760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 222.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 229.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1183,10 +1183,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/314130.json b/landing/lenses/314130.json index f0e181fface5244d776372a075f4214e5423ee3c..afe5d4ed14beb3e83da8aab1167972fb44f99809 100644 --- a/landing/lenses/314130.json +++ b/landing/lenses/314130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 127.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 160.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -937,19 +937,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,17 +1016,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1089,13 +1089,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1104,7 +1104,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314140.json b/landing/lenses/314140.json index 31fdc7c442004860bdbdf28bdd7962369c0945af..654dbee8e6cf90fdf9fd1e269f872f6a6fd45a36 100644 --- a/landing/lenses/314140.json +++ b/landing/lenses/314140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -432,14 +432,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -559,10 +559,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -609,10 +609,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -622,7 +622,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -631,7 +631,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -718,10 +718,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314930.json b/landing/lenses/314930.json index b23c986de4f692f121d121e0ca8a0aa31c841538..326305772ff195bb470b4968df3d09119fcb8ea7 100644 --- a/landing/lenses/314930.json +++ b/landing/lenses/314930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1025,7 +1025,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/315640.json b/landing/lenses/315640.json index 622d0709542fe5c7c1aa2b91ceba4e8699351a02..60a3b465b50e210cadbf81383f20fe6110455999 100644 --- a/landing/lenses/315640.json +++ b/landing/lenses/315640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/316140.json b/landing/lenses/316140.json index 7b0ab14b25eb063b5a9ef43bbeebc1c36a5e6c1c..3860f88875b60d0c7d7d226317f942fd491aaed4 100644 --- a/landing/lenses/316140.json +++ b/landing/lenses/316140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,10 +757,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317120.json b/landing/lenses/317120.json index bac2ae1f9302c15c2a64fd73bc1110b02b7d6280..c0794dd3284fc674da58ee28e9f245b944b7c7c6 100644 --- a/landing/lenses/317120.json +++ b/landing/lenses/317120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,7 +805,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -947,19 +947,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1026,17 +1026,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1105,7 +1105,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1114,7 +1114,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317240.json b/landing/lenses/317240.json index ff54cd110ddcd1a3123b7bcf186c4d7083f5af11..059a595dfa0d512c43fa101b9f609663e8376906 100644 --- a/landing/lenses/317240.json +++ b/landing/lenses/317240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317330.json b/landing/lenses/317330.json index e663ea9a7237edb39033034a0940d7d253e36e9b..3c45aa7969ff9fb9c352f03f667b4106d41088fd 100644 --- a/landing/lenses/317330.json +++ b/landing/lenses/317330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 55.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 73.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1018,19 +1018,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1051,8 +1051,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1097,17 +1097,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1176,7 +1176,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1185,7 +1185,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317400.json b/landing/lenses/317400.json index f07ec9c86cf566fb5aae468aae1ea0bb97fa917c..83bf33d4dbcf94ccdf0b9057af9177a137963034 100644 --- a/landing/lenses/317400.json +++ b/landing/lenses/317400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317450.json b/landing/lenses/317450.json index e6207f91758f1fd400b12ff3ec38b6f9ccb37340..dfef173913c8a376b2662f68f57936a8a9a637b4 100644 --- a/landing/lenses/317450.json +++ b/landing/lenses/317450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -596,7 +596,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317530.json b/landing/lenses/317530.json index 89fe0e3c22df57af2e1b8d5f6752e755ea391e71..65cf6359fac24962654d18c54a0acce23af7f8e7 100644 --- a/landing/lenses/317530.json +++ b/landing/lenses/317530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317690.json b/landing/lenses/317690.json index cbc36b5eae79c3c57e42b2aa975d5ae3b4a652be..10b99d726f235c8ee448871da714616b0438c501 100644 --- a/landing/lenses/317690.json +++ b/landing/lenses/317690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -850,19 +850,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -883,8 +883,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -929,17 +929,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1002,13 +1002,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1017,7 +1017,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317770.json b/landing/lenses/317770.json index 159c8c8ab3dcf13890e0fa4d58d67b047a0255d5..2dcbb9a15af6d0fc2dbdc743f7fc308167fa77e7 100644 --- a/landing/lenses/317770.json +++ b/landing/lenses/317770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1017,15 +1017,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1423,8 +1423,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317830.json b/landing/lenses/317830.json index ca6f6f0f37f3c819d31c8a437a96ab0ff6a5093e..77da75115c496f1b742f16bc561477aa18a18aaf 100644 --- a/landing/lenses/317830.json +++ b/landing/lenses/317830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1056,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317850.json b/landing/lenses/317850.json index 85bba248e741fcf5a5154e4190280e96fcbcab90..ca13fcc689eec7667ada2e20b79f2f640d40438a 100644 --- a/landing/lenses/317850.json +++ b/landing/lenses/317850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 26.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 29.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 26.91, + "grade": "dCR-BBB", + "score": 29.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 27.66, + "score": 29.91, "assumptions": { "scenarioStress": "moderate" } @@ -810,11 +810,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -876,7 +871,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -886,6 +881,7 @@ "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -900,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1027,19 +1023,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1060,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1073,7 +1069,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1093,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,17 +1102,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1151,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1185,7 +1181,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1194,7 +1190,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1207,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1226,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1570,12 +1566,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:747216a72359", + "target": "317850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.551 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317860.json b/landing/lenses/317860.json index 360c6a6f01d6dbb39ca669fda61b436ab60fa78c..f59b0b517f2a004a5f6fde7106bf7196e5e28e8a 100644 --- a/landing/lenses/317860.json +++ b/landing/lenses/317860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -366,19 +366,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -392,8 +392,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,8 +425,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -437,17 +437,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -457,7 +457,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -474,7 +474,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -514,7 +514,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -523,7 +523,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317870.json b/landing/lenses/317870.json index 6916c2defd87e32adb3c30bcbae5cfde746c069b..a06232d2b7ab739cce6c68873f907955a435a12e 100644 --- a/landing/lenses/317870.json +++ b/landing/lenses/317870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 12.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,12 +1351,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bf80838072c2", + "target": "317870", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/318000.json b/landing/lenses/318000.json index 4761cb29c7b1c571fd93417ddc55bdc7a60f9d18..f3e2871d4ba4837b7b05cde06403204dff228a50 100644 --- a/landing/lenses/318000.json +++ b/landing/lenses/318000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318010.json b/landing/lenses/318010.json index c594fb1eee27874d3959812b2a100e622328b7e2..fcec2b25cd18eca1961094a014ee28bf7a3a184c 100644 --- a/landing/lenses/318010.json +++ b/landing/lenses/318010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -805,14 +805,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -932,10 +932,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -978,7 +978,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1112,10 +1112,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1131,10 +1131,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,10 +1158,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1448,7 +1448,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1470,7 +1470,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1488,8 +1488,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/318020.json b/landing/lenses/318020.json index 5c1c29bc4738e6d71ad5947a27a635d83996f09b..1a945c31ded0ad4d0b18ca80800f178002e02497 100644 --- a/landing/lenses/318020.json +++ b/landing/lenses/318020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1158,13 +1158,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318060.json b/landing/lenses/318060.json index 96a82884a2a301d276ad6ac4614b3b00c116db84..87a8b9350a5110758d50465ddb2d5130a287da83 100644 --- a/landing/lenses/318060.json +++ b/landing/lenses/318060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -315,10 +315,20 @@ }, "confidence": { "level": "blocked", - "score": 30.0, + "score": 40.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -334,7 +344,7 @@ "label": "유동성", "value": 56.35, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 8.45, "sourceRef": "axes.유동성" @@ -355,6 +365,13 @@ "sourceRef": "dartlab://credit/318060/axes/유동성", "status": "derived", "detail": "위험점수 56.35, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/318060/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -377,12 +394,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -410,6 +421,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -427,11 +443,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 30.0, + "validWeight": 40.0, "totalWeight": 100.0, - "weightCoverage": 30.0 + "weightCoverage": 40.0 }, "eCR": null, "pdEstimate": null, @@ -449,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -576,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -595,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -608,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -626,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -648,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -735,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -753,10 +769,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -771,10 +787,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -785,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -801,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -817,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1025,13 +1041,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/318160.json b/landing/lenses/318160.json index 13e3e7f0199535b72dd8c135dd3f595ce39a28f7..112e12f2a539afe8f010d10b99ec2be90165dc90 100644 --- a/landing/lenses/318160.json +++ b/landing/lenses/318160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,7 +830,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -972,15 +972,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,17 +1051,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1124,13 +1124,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1139,7 +1139,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,10 +1189,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1522,12 +1522,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3d1265ae8b2a", + "target": "318160", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/318410.json b/landing/lenses/318410.json index 8b57c5ada3b4bedc8071f99afd77f8740f1d6e3f..773b289b320d74a665f52467db715858396aa898 100644 --- a/landing/lenses/318410.json +++ b/landing/lenses/318410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319400.json b/landing/lenses/319400.json index 366254357d24d96c8002da59db854f2d53bd4b38..0bb19817b19e3be046fd4b65369261c141465ee4 100644 --- a/landing/lenses/319400.json +++ b/landing/lenses/319400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319660.json b/landing/lenses/319660.json index 9723665350d46a5939de51405b2955b3d913aacc..5c4acdd6244458d744a8e24afd18483651fb83ee 100644 --- a/landing/lenses/319660.json +++ b/landing/lenses/319660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/320000.json b/landing/lenses/320000.json index 97348700f44abd3115430b2ef6af965c87b858a3..8577c3bc8e415b20d9960f95e71d578aba118976 100644 --- a/landing/lenses/320000.json +++ b/landing/lenses/320000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -693,12 +693,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1037,7 +1037,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321260.json b/landing/lenses/321260.json index 7251360fcde0c6ade82e40590f3571b8c8fefac8..a292d1d31684e518671868a3392746aafb8f2796 100644 --- a/landing/lenses/321260.json +++ b/landing/lenses/321260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321370.json b/landing/lenses/321370.json index 06bacc560a9f32a2a7f07c597c379433c3d4d970..ad581a8c785efb287b4608acf7e2b56168934ef0 100644 --- a/landing/lenses/321370.json +++ b/landing/lenses/321370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,88 +1302,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1f4a1f441435", - "target": "321370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/321550.json b/landing/lenses/321550.json index 52f87bc6413ea8b6bed4e13507a18ebb2e5a2343..1f99f3509c8d7a269569c99990b1fb10c3f192c4 100644 --- a/landing/lenses/321550.json +++ b/landing/lenses/321550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -523,18 +523,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,14 +719,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.91, + "score": 46.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.89, + "score": 47.36, "assumptions": { "scenarioStress": "moderate" } @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 23.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,15 +950,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1352,12 +1352,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d0e455a9fc6e", + "target": "321550", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.683 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/321820.json b/landing/lenses/321820.json index 26859affb267b2295933b28bf4337761cdf11b5a..5fa54d348490088a5344e01972fe48a845942c04 100644 --- a/landing/lenses/321820.json +++ b/landing/lenses/321820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322000.json b/landing/lenses/322000.json index 872e38b49e092dacfde62e5a289dc15a2ac8f1ce..c301d146b1e81d2e6b841dc1dc7dce8567bf0ea5 100644 --- a/landing/lenses/322000.json +++ b/landing/lenses/322000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -588,18 +588,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -783,15 +783,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.25, + "grade": "dCR-AA-", + "score": 8.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 10.7, + "grade": "dCR-AA-", + "score": 8.52, "assumptions": { "scenarioStress": "moderate" } @@ -868,7 +868,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1008,19 +1008,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1166,7 +1166,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1626,8 +1626,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322180.json b/landing/lenses/322180.json index 416ae9a21341ebd35b99970b92fc7eb59244ce12..7404e434f7c576c5be611cde241a7bcb925ced45 100644 --- a/landing/lenses/322180.json +++ b/landing/lenses/322180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -948,19 +948,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322310.json b/landing/lenses/322310.json index 815e4e1f76a3fe69dd371e6e8be0b69e4a93d2fa..78b2657183d13fa255ec0756cd4791a3a187ad4a 100644 --- a/landing/lenses/322310.json +++ b/landing/lenses/322310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1007,19 +1007,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,17 +1086,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1165,7 +1165,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1174,7 +1174,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322510.json b/landing/lenses/322510.json index 411ea2dfadba578dce76b6094571827d66ea6274..4762762bc1ee52fd9a358fba836df78c141b23f2 100644 --- a/landing/lenses/322510.json +++ b/landing/lenses/322510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 22.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 29.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -975,15 +975,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.015, + "score": 0.01, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322780.json b/landing/lenses/322780.json index fac7defab941aef7e3bb498ad77fbbc1ef697718..b0faad24c4c5470111bc85bb3671c8aa7aea1e7f 100644 --- a/landing/lenses/322780.json +++ b/landing/lenses/322780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.48%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323280.json b/landing/lenses/323280.json index 06c950b8a3778bcfacfb1d88a32c71c39e3a7718..8e9ed3c3a8ebdc0de90bcd40ede3d1f16995661f 100644 --- a/landing/lenses/323280.json +++ b/landing/lenses/323280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -849,14 +849,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.345, + "score": -0.35, "direction": "negative", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1263,7 +1263,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1281,15 +1281,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/323350.json b/landing/lenses/323350.json index 72cb0427ae690145f3e0fe56ee4a59549c35dcfa..ca171f5b534013940db6c6c2cf4f16104631e1cd 100644 --- a/landing/lenses/323350.json +++ b/landing/lenses/323350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -727,8 +727,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -767,7 +767,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323410.json b/landing/lenses/323410.json index 4e1f53dbe9d7c4b964f98686956ef19f2cc81e32..ed9c9e1cf006714b9444a7a20456ac27aa104475 100644 --- a/landing/lenses/323410.json +++ b/landing/lenses/323410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -243,13 +243,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -349,14 +349,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -476,10 +476,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -495,8 +495,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -508,8 +508,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,10 +526,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -548,7 +548,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -635,10 +635,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -658,7 +658,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -666,7 +666,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323990.json b/landing/lenses/323990.json index bbc2479410f4ab9b702127fc3771a8184734d4e2..3be9f81798037f78d1d26e28d964fd80b4e01531 100644 --- a/landing/lenses/323990.json +++ b/landing/lenses/323990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -644,14 +644,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -790,8 +790,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -821,10 +821,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -834,7 +834,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -843,7 +843,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/326030.json b/landing/lenses/326030.json index 11954c49af260468c22ed5a4e61f602d25bcd951..447c7c7bfaa4157bac3c82c35726032c094ddd36 100644 --- a/landing/lenses/326030.json +++ b/landing/lenses/326030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,12 +681,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1141,13 +1141,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1156,7 +1156,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/327260.json b/landing/lenses/327260.json index 2c4864b4c48684b80600d0c86f86a4076c570973..abfa0eedf9658405418c57620df6ced803c7e620 100644 --- a/landing/lenses/327260.json +++ b/landing/lenses/327260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/328130.json b/landing/lenses/328130.json index b894d4bc6b54b047b3c4c1703572044a2fc862a3..760367eb251ab9255f9d9d69c936dfd9ebde1ea3 100644 --- a/landing/lenses/328130.json +++ b/landing/lenses/328130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -789,14 +789,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -916,19 +916,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -949,8 +949,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,17 +995,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1074,7 +1074,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1083,7 +1083,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/328380.json b/landing/lenses/328380.json index 8edd84f396f497babaaf51b26894834a63444501..de6eda17b0ad271edec6040db88a26fc5bd1c359 100644 --- a/landing/lenses/328380.json +++ b/landing/lenses/328380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -912,19 +912,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/329180.json b/landing/lenses/329180.json index 67347359c6ee51ed1b4e170717c3a7013d88f475..76e01fc7ce3de80e0fade631369bd33621c32bdb 100644 --- a/landing/lenses/329180.json +++ b/landing/lenses/329180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 18조)", - "시가총액 54조 (시장 지위)" + "시가총액 48조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1502,12 +1502,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ca7cda302888", + "target": "329180", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/330350.json b/landing/lenses/330350.json index f1d228e5e3c6d8055e51f4f7b4964bf690316cbc..239dcbb685d8d53ecaef1cac0b6040702385bdb8 100644 --- a/landing/lenses/330350.json +++ b/landing/lenses/330350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330590.json b/landing/lenses/330590.json index 36f93e0f15cb564add013cfab4b17c6018b44013..1477fc2d07f75f2e471871433288da97d73d5553 100644 --- a/landing/lenses/330590.json +++ b/landing/lenses/330590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -395,8 +395,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -415,8 +415,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -435,7 +435,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -522,10 +522,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -549,10 +549,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -567,10 +567,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -581,7 +581,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -589,7 +589,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -605,7 +605,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -621,7 +621,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330730.json b/landing/lenses/330730.json index 7fce7fab8a5e598feb5b95d3442e778f5a9a1826..7a4c599162c61148f18425f1f54cbfc0131ac16d 100644 --- a/landing/lenses/330730.json +++ b/landing/lenses/330730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -252,7 +252,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -675,14 +675,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -834,8 +834,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -874,7 +874,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -942,10 +942,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -984,7 +984,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -992,7 +992,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330860.json b/landing/lenses/330860.json index 2d08283870574875eb4315889d2e49988f01557b..08f5b24eea4493c97ef67841484e138f1ade436f 100644 --- a/landing/lenses/330860.json +++ b/landing/lenses/330860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331380.json b/landing/lenses/331380.json index 94b5da15c5e3427f5c7935010bd114cf2c7012e5..95d3ab7d542cae3692a657aa71aea536a30d827a 100644 --- a/landing/lenses/331380.json +++ b/landing/lenses/331380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -932,8 +932,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -972,7 +972,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1059,10 +1059,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331520.json b/landing/lenses/331520.json index 6c777c0efb576dc0b122bc50a8938c0d42b3c2ad..3881ef06a6c3118d82b06b8e96b3ff290ba6ab20 100644 --- a/landing/lenses/331520.json +++ b/landing/lenses/331520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -559,18 +559,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 21.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 22.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,12 +660,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -710,7 +710,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/331520/axes/자본구조", "status": "derived", - "detail": "위험점수 10.77, 가중치 20%" + "detail": "위험점수 12.41, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -754,15 +754,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 21.82, + "grade": "dCR-BBB+", + "score": 22.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 22.67, + "score": 23.24, "assumptions": { "scenarioStress": "moderate" } @@ -778,11 +778,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -801,19 +796,19 @@ }, { "period": "2025", - "score": 23.33, + "score": 24.32, "grade": "BBB", "pdEstimate": 0.25 }, { "period": "2024", - "score": 43.56, + "score": 44.05, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2023", - "score": 36.04, + "score": 36.54, "grade": "BB+", "pdEstimate": 0.75 } @@ -826,7 +821,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -850,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -977,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1010,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1023,7 +1018,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,10 +1058,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1101,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1176,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331740.json b/landing/lenses/331740.json index 62fa965c1d5a6136c3b83fdf4404359886a67ba8..e0543ed00e215b750741e0087ed132fd5898e2eb 100644 --- a/landing/lenses/331740.json +++ b/landing/lenses/331740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331920.json b/landing/lenses/331920.json index c167fdb3f3c6c70e52a2637bde55525e37f2e5c2..b0b0b181f5946574236fcde84fe1ade71d1fd320 100644 --- a/landing/lenses/331920.json +++ b/landing/lenses/331920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -883,8 +883,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -936,10 +936,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332290.json b/landing/lenses/332290.json index 7aab60b563cee29d4928ccc4c7cb41df8aaebe01..cda56627f3f1ca87df5516bf4afe2f489508b8f4 100644 --- a/landing/lenses/332290.json +++ b/landing/lenses/332290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -1140,13 +1140,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1223,10 +1223,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332370.json b/landing/lenses/332370.json index f977aa26d5972cb27f76b366f859a7b8d9bfa169..69fe98ad024c9f68a72c8c4ba1ab56cdb69f8f6c 100644 --- a/landing/lenses/332370.json +++ b/landing/lenses/332370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332570.json b/landing/lenses/332570.json index e4f76a90127ae99f4e6176d5cc86fecd46383e71..c9f62acadabac86be34488f0428d7d4656eb89d0 100644 --- a/landing/lenses/332570.json +++ b/landing/lenses/332570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333050.json b/landing/lenses/333050.json index a2395fedd23cf65c8d5b60a72061142cc348f654..66ce1667730cb2778428725a6376a968948beb1c 100644 --- a/landing/lenses/333050.json +++ b/landing/lenses/333050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333430.json b/landing/lenses/333430.json index a2ccaf70abb610885bfdadefc3f42c382f464c22..3e22ca9fbdafdc0e37f4fb4b0e5615e98569205b 100644 --- a/landing/lenses/333430.json +++ b/landing/lenses/333430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.54, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.54, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,15 +766,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.54, + "grade": "dCR-AA-", + "score": 8.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.33, + "score": 9.33, "assumptions": { "scenarioStress": "moderate" } @@ -790,11 +790,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -844,7 +839,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -861,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -988,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1112,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1140,13 +1135,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1155,7 +1150,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1168,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1187,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1252,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333620.json b/landing/lenses/333620.json index 53d03b400bb5b70ced7d325a1e74889cc1307902..5a9c1adf900d5bac8939917f68821a831549db14 100644 --- a/landing/lenses/333620.json +++ b/landing/lenses/333620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1402,88 +1402,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b7505176cd44", - "target": "333620", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/334970.json b/landing/lenses/334970.json index d809f7cc030e7843cf28f09f9ce561943904a4ac..b1bd89446c3985a8f1e157965857cf62ba252317 100644 --- a/landing/lenses/334970.json +++ b/landing/lenses/334970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -142,7 +142,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -187,7 +187,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -232,7 +232,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2022", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -776,7 +776,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -791,14 +791,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -918,10 +918,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -968,10 +968,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -981,7 +981,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -990,7 +990,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335810.json b/landing/lenses/335810.json index 1d5d8d5a29b94a2ccc8daee3ca47026bc632749d..20ba4bea154c08714810bd97900082e5d21a85ec 100644 --- a/landing/lenses/335810.json +++ b/landing/lenses/335810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335870.json b/landing/lenses/335870.json index 662eb6dff91da3801a6f404ac8827337337729dd..9587db92c86cd8dd492fbcf41459129c8294a9eb 100644 --- a/landing/lenses/335870.json +++ b/landing/lenses/335870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -309,18 +309,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 16.98, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 18.98, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -504,14 +504,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 16.98, + "score": 18.98, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.96, + "grade": "dCR-BBB+", + "score": 19.96, "assumptions": { "scenarioStress": "moderate" } @@ -527,6 +527,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -574,7 +579,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -716,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -748,7 +753,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": null, "status": "derived", @@ -768,7 +773,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-06", "period": null, "status": "observed", @@ -856,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -875,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -907,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -915,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335890.json b/landing/lenses/335890.json index 40d10db9194ebb808cdfe833bd4fab79e4cea9ef..b9181b8db3fc6eb65dfff475dbd62c842bfbd918 100644 --- a/landing/lenses/335890.json +++ b/landing/lenses/335890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -994,10 +994,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-09", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-09", "period": "2022", "status": "derived", @@ -1074,7 +1074,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-09", "period": "2022", "status": "observed", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,10 +1210,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336060.json b/landing/lenses/336060.json index ebeedd95f1f6e6cda70dd293f5af408fcf63a0c0..edf92a0fdf469d42b25c6a35f3af7738b182779b 100644 --- a/landing/lenses/336060.json +++ b/landing/lenses/336060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,18 +570,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.30, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.48, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,12 +671,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -721,7 +721,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/336060/axes/자본구조", "status": "derived", - "detail": "위험점수 1.80, 가중치 20%" + "detail": "위험점수 2.30, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -766,14 +766,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.3, + "score": 7.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.97, + "grade": "dCR-AA-", + "score": 8.16, "assumptions": { "scenarioStress": "moderate" } @@ -789,6 +789,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -801,25 +806,25 @@ "gradeHistory": [ { "period": "2026", - "score": 5.19, + "score": 6.25, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2025", - "score": 7.86, - "grade": "AA", - "pdEstimate": 0.02 + "score": 8.16, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2024", - "score": 2.71, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.01, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2023", - "score": 1.35, + "score": 1.65, "grade": "AAA", "pdEstimate": 0.0 } @@ -849,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -976,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1022,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1175,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336260.json b/landing/lenses/336260.json index 2cfe6ef9b6596c53eec84328fc8eb0c49c69f084..5f9c2b856470be07213d95231683186e78c655eb 100644 --- a/landing/lenses/336260.json +++ b/landing/lenses/336260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.13, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.89, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,14 +786,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.13, + "score": 47.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.31, + "grade": "dCR-B+", + "score": 49.0, "assumptions": { "scenarioStress": "moderate" } @@ -809,6 +809,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -875,6 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 10.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1011,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1057,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1210,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336370.json b/landing/lenses/336370.json index 4bfc07c22f386cdb4910f62ee62d03480d28ac16..36c08b6ebb8a607c57ed1117a800a7ccf8e3aaf6 100644 --- a/landing/lenses/336370.json +++ b/landing/lenses/336370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336570.json b/landing/lenses/336570.json index 376b758369d715cd2847bdbe67951b562c033bb5..cd669a84bf33eec08396b571807071bee27207c7 100644 --- a/landing/lenses/336570.json +++ b/landing/lenses/336570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,12 +1369,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8692bca28f43", + "target": "336570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.408 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336680.json b/landing/lenses/336680.json index 634c7c8820ece04b9a591ed0996cc88bc940bcce..5c43f775a947f3dc9c4b1f0032e88e2f1859f098 100644 --- a/landing/lenses/336680.json +++ b/landing/lenses/336680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/337930.json b/landing/lenses/337930.json index e687eb8e3786bae492980c9c7328806387b659e0..817ba1fd0c704d0cf4d1edb5c2b273901f2dae40 100644 --- a/landing/lenses/337930.json +++ b/landing/lenses/337930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,10 +1088,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338220.json b/landing/lenses/338220.json index 6fee59d1045a03fcd0a2009296c88698fb7e7a5e..62c10c7bab9dbe08ed02b930ec31f710b8ab950e 100644 --- a/landing/lenses/338220.json +++ b/landing/lenses/338220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -937,19 +937,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,17 +1016,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1095,7 +1095,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1104,7 +1104,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1339,12 +1339,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:29e806cb2ab2", + "target": "338220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/338840.json b/landing/lenses/338840.json index 02ffd95abfd7e510c50846200b5fe15bfa86f791..4f3613d9f52d21cf39b4c18c480368e632c2a8e2 100644 --- a/landing/lenses/338840.json +++ b/landing/lenses/338840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339770.json b/landing/lenses/339770.json index b91b9d906dfcc90feb4e931f3e6853dda32ffed7..0639ca0b9b02e03c928f3e19978a3e2bee9f54fa 100644 --- a/landing/lenses/339770.json +++ b/landing/lenses/339770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1151,13 +1151,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,10 +1225,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339950.json b/landing/lenses/339950.json index 03deed7ecc0f004aa7315671f5a7fcec9d823ecb..4c3cf77bd85f5caf84ab245f7c89569365a346c2 100644 --- a/landing/lenses/339950.json +++ b/landing/lenses/339950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,18 +580,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.54, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.54, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,12 +681,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -775,15 +775,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.54, + "grade": "dCR-A+", + "score": 10.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.25, + "score": 12.51, "assumptions": { "scenarioStress": "moderate" } @@ -799,11 +799,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -859,7 +854,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.03, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", @@ -877,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1004,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1037,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1083,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1162,7 +1157,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1171,7 +1166,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1184,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1203,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1406,12 +1401,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:28535bdb9a0f", + "target": "339950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.699 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/340360.json b/landing/lenses/340360.json index dd5894f8d3bb059880827a91708d00d36d852d7d..dc4a423f7b68d9f8e00d61a76f8f373a4d203ff6 100644 --- a/landing/lenses/340360.json +++ b/landing/lenses/340360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 53.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 53.99, + "score": 51.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 55.44, + "grade": "dCR-B+", + "score": 52.35, "assumptions": { "scenarioStress": "moderate" } @@ -725,11 +725,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -783,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 84점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 29.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -798,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -925,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -957,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -977,8 +972,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1065,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1084,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1107,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340440.json b/landing/lenses/340440.json index ea595f3eb818afa8d752590ddffb425edc20de96..23e2d42539f12be59213835cc4e1f5a5e90295bf 100644 --- a/landing/lenses/340440.json +++ b/landing/lenses/340440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340450.json b/landing/lenses/340450.json index 7c210514ba1eea905ddfcb0eb0c16d0b7261eae1..59f347934ebe6451ab9eb71c7fc84fa3b44cbf0c 100644 --- a/landing/lenses/340450.json +++ b/landing/lenses/340450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340570.json b/landing/lenses/340570.json index b68126c1cfe94c014cca5cfc8dd984248378f62c..d8d8b769845315632dc2b6c90937eec3dc5b8321 100644 --- a/landing/lenses/340570.json +++ b/landing/lenses/340570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1151,13 +1151,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340810.json b/landing/lenses/340810.json index 5ce6a845487df77bfa72adc56742c2994e83cc8d..5ba8902a419271421e6cf1cece25e45855f606b9 100644 --- a/landing/lenses/340810.json +++ b/landing/lenses/340810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -749,7 +749,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -891,19 +891,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -924,8 +924,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,17 +970,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1049,7 +1049,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1058,7 +1058,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,12 +1300,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ed53c22f4d30", + "target": "340810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/340930.json b/landing/lenses/340930.json index b6dd5d2b936842cce129cd9e3bb2a494fe8c7e89..6449c3540bcaf391a5612624fe0574a69e2163a5 100644 --- a/landing/lenses/340930.json +++ b/landing/lenses/340930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1368,7 +1368,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1386,7 +1386,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/341170.json b/landing/lenses/341170.json index 3a72776b544ba4a743e11b3a8e05496cf5be454b..05f96458073d0628abe96af148f09877d641eec6 100644 --- a/landing/lenses/341170.json +++ b/landing/lenses/341170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2025", @@ -36,10 +36,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-12", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-12", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-12", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/342870.json b/landing/lenses/342870.json index e94f463653a0d92d36efe272a09160813d309566..ce2582f688022d09b40ab4974182900b5e317c80 100644 --- a/landing/lenses/342870.json +++ b/landing/lenses/342870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/343090.json b/landing/lenses/343090.json index 854f152e083fa4fa0e7cb06fd0bb5b6bb17a46c0..8694f537313c84e8e158e06b6bd7805b9ebed60f 100644 --- a/landing/lenses/343090.json +++ b/landing/lenses/343090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-26", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -383,7 +383,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-26", "period": null, "status": "derived", @@ -403,7 +403,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-26", "period": null, "status": "observed", @@ -491,10 +491,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -537,10 +537,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -555,10 +555,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -569,7 +569,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344820.json b/landing/lenses/344820.json index 1b16370fcc5d910ed17b7a66e08c11328566d2a2..91cdff007a0a6628db6272d432e33976172cb63f 100644 --- a/landing/lenses/344820.json +++ b/landing/lenses/344820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1421,7 +1421,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1443,7 +1443,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1461,15 +1461,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/344860.json b/landing/lenses/344860.json index ff42f5487436e16fe2e5dd2f6f7296df6c860ea0..125238616c785b12c46ccbad71b4ca1c32b01b52 100644 --- a/landing/lenses/344860.json +++ b/landing/lenses/344860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -709,10 +709,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -728,8 +728,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -759,10 +759,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,10 +895,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -913,10 +913,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347000.json b/landing/lenses/347000.json index 3f3bfa109513907c14533b03ff608723cdf402e2..dd74bbda8c21ee4af40eccf3f091e4494c902ecd 100644 --- a/landing/lenses/347000.json +++ b/landing/lenses/347000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,7 +856,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347700.json b/landing/lenses/347700.json index 89adf96d4cfa1e44c54b2465e0376818fd996dc0..caeda9c887c21caabc221124a995f4f5a5071d5f 100644 --- a/landing/lenses/347700.json +++ b/landing/lenses/347700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -933,19 +933,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -966,8 +966,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -979,7 +979,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1012,17 +1012,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1085,13 +1085,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1100,7 +1100,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347740.json b/landing/lenses/347740.json index 5971da8b0d8f92f50c23c25e4664303752d37ba3..5e859b06705047ee35ef03d4735fc114c67ff037 100644 --- a/landing/lenses/347740.json +++ b/landing/lenses/347740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -682,12 +682,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347770.json b/landing/lenses/347770.json index 7e9406a9d58643a9f548fde19b605a4b5e6d6366..445f329fd2793f40e21586525f19af345711f623 100644 --- a/landing/lenses/347770.json +++ b/landing/lenses/347770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 18.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1008,19 +1008,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1041,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1166,7 +1166,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1175,7 +1175,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347850.json b/landing/lenses/347850.json index 99f99e545d54c93c520625d842f33ebad198f9d5..69ee7cf4a663ee24e06f2f799f032f520f97974e 100644 --- a/landing/lenses/347850.json +++ b/landing/lenses/347850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -482,14 +482,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -609,19 +609,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -642,8 +642,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -655,7 +655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,17 +688,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -708,7 +708,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -733,7 +733,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -767,7 +767,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -776,7 +776,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347860.json b/landing/lenses/347860.json index b61991c41903218fa202b7efd6d37304a2b1ac67..1740f9bc3c25f330dbc751638147d010abee7f3e 100644 --- a/landing/lenses/347860.json +++ b/landing/lenses/347860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347890.json b/landing/lenses/347890.json index 4e2d839c7cc8bacfff80804efff087192a5be50e..10dfee5adf28c472767d9984b2d9b0c452741bd1 100644 --- a/landing/lenses/347890.json +++ b/landing/lenses/347890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1050,10 +1050,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348030.json b/landing/lenses/348030.json index c4ec1a0bff4167de5e77881b0f073478de0ce965..5cc4e5c7e2f7461312e81e8fadc3183672f507e2 100644 --- a/landing/lenses/348030.json +++ b/landing/lenses/348030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1027,7 +1027,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348080.json b/landing/lenses/348080.json index ac394c49a76d3928e4f7dc84163103e284b01d8a..9c760b2c1e840472f8677265125bf39ecd0d7c94 100644 --- a/landing/lenses/348080.json +++ b/landing/lenses/348080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348150.json b/landing/lenses/348150.json index 42cafeda8b50766c90bce78fda0c7e5e98cef137..fc83f9b8f01d272a05f188187680f0e505e4d99f 100644 --- a/landing/lenses/348150.json +++ b/landing/lenses/348150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,7 +799,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 14.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 15.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -814,14 +814,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -960,8 +960,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -991,10 +991,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1013,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348210.json b/landing/lenses/348210.json index 266244676a6097d1ea99aa12b62b0251aad7107a..dfb0017190a1cb3c1c78f6dcbc0ee3fab93c4791 100644 --- a/landing/lenses/348210.json +++ b/landing/lenses/348210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348340.json b/landing/lenses/348340.json index c54a6a131ca75bf2ba0a5fa5339a2df116b9ac8a..71eef57c0719d6023ec79ac752765963a028006f 100644 --- a/landing/lenses/348340.json +++ b/landing/lenses/348340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.22, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,14 +694,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.38, + "score": 52.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.72, + "score": 52.51, "assumptions": { "scenarioStress": "moderate" } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,10 +992,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348350.json b/landing/lenses/348350.json index 4dec6673daa563fa7e144727214d5aed32f4ecd7..230097ffec117f72f0a9c7ca9177bdd60f21a872 100644 --- a/landing/lenses/348350.json +++ b/landing/lenses/348350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,12 +681,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348370.json b/landing/lenses/348370.json index 7b3b8c3611a18bc3e21ba6fda6c6e5e2720173d7..7edb7204b04f2c1db2134df675d54d809d2261b3 100644 --- a/landing/lenses/348370.json +++ b/landing/lenses/348370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348950.json b/landing/lenses/348950.json index 7dbd0b25c5b867bb7eb0f3f6a3ad8d0869569abf..ff2c687b190c16976cfff3d3706f80caf8942ae0 100644 --- a/landing/lenses/348950.json +++ b/landing/lenses/348950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-27", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-27", "period": "2025", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-27", "period": "2025", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/350520.json b/landing/lenses/350520.json index ca52e13e79919979221c6f79df955e47594d0566..83e77e59c940fdd90a0212b8121249a4181bbc1a 100644 --- a/landing/lenses/350520.json +++ b/landing/lenses/350520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -402,7 +402,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -422,8 +422,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -471,7 +471,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -552,10 +552,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -579,10 +579,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -597,10 +597,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -619,7 +619,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -635,7 +635,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -651,7 +651,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351020.json b/landing/lenses/351020.json index 3f53e4bb9a4312edf1bf774c7cc15fb2ba84ad7c..df8c5cd82c7af8341f2ab99ae6abeca9324eec21 100644 --- a/landing/lenses/351020.json +++ b/landing/lenses/351020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -377,8 +377,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -408,10 +408,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -421,7 +421,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351320.json b/landing/lenses/351320.json index 8cf9a18bc14af020c31444cf8cce5579a1c544b1..99a8597267d67c351c7195b899afdbebeac9563c 100644 --- a/landing/lenses/351320.json +++ b/landing/lenses/351320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.115, + "score": -0.12, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1353,7 +1353,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1371,8 +1371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/351330.json b/landing/lenses/351330.json index c66e64da2e2e65c7fe0e30b10d3b93323d929cde..5ee20cd53854d5e73cbf3415731721beb650403b 100644 --- a/landing/lenses/351330.json +++ b/landing/lenses/351330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 23.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 25.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351870.json b/landing/lenses/351870.json index 7c2d37213f55d2e72e87fbec4ff5c711db73ee10..0a4db92db41db62fd1dd48c9e6d64b82f04252b5 100644 --- a/landing/lenses/351870.json +++ b/landing/lenses/351870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -559,7 +559,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 22.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 23.17%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -702,19 +702,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,17 +781,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -801,7 +801,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -854,13 +854,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -869,7 +869,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352090.json b/landing/lenses/352090.json index c28d802d20ba33e24305b807747d283da03b7b85..85550cace9c7b9409cfcea3d5091022976de76a2 100644 --- a/landing/lenses/352090.json +++ b/landing/lenses/352090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -956,19 +956,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352480.json b/landing/lenses/352480.json index eee13f4257ac269e4e4b045c297e1cae46d2acfd..41551c74face3027609dda300e6370403367ca35 100644 --- a/landing/lenses/352480.json +++ b/landing/lenses/352480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352700.json b/landing/lenses/352700.json index b9952437a42f76da7ab9c0d4ba05bda50dcac6e1..1a3f6c3c6c3f12ca45d2e6d11ac4fa854e924ced 100644 --- a/landing/lenses/352700.json +++ b/landing/lenses/352700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 22.03, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.28, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 22.03, + "score": 24.28, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 22.03, + "score": 24.28, "assumptions": { "scenarioStress": "moderate" } @@ -866,6 +866,7 @@ "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1007,19 +1008,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1040,8 +1041,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1053,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,17 +1087,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1165,7 +1166,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1174,7 +1175,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1187,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1206,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352770.json b/landing/lenses/352770.json index 5f7d865643b6bbb8ed26837f45809d1e85cd8dda..56b68f85ca4c625283dde50474dced3ead6fc4b5 100644 --- a/landing/lenses/352770.json +++ b/landing/lenses/352770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352820.json b/landing/lenses/352820.json index 8719592bbb46cd01a3cf77e6022917efb79ca1d0..45e1bf7b3f0ed2d243abf9de7c8f8f0bc3faa683 100644 --- a/landing/lenses/352820.json +++ b/landing/lenses/352820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.68, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.93, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.68, + "score": 30.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.5, + "score": 31.75, "assumptions": { "scenarioStress": "moderate" } @@ -860,6 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1035,7 +1036,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1048,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1091,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1201,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352910.json b/landing/lenses/352910.json index 50df6a73808e2643d61f3ca0eeebf4d4a2ab27fc..87372d804fb7d0a69852d3bae46a681acb81fe12 100644 --- a/landing/lenses/352910.json +++ b/landing/lenses/352910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -955,7 +955,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1046,7 +1046,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1121,10 +1121,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352940.json b/landing/lenses/352940.json index 467eebf5980e70fea237a715d28e2f5780286665..b6c774e4e07034d3035037dbe2e224f542b3e5ef 100644 --- a/landing/lenses/352940.json +++ b/landing/lenses/352940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 24.04, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.35, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -631,25 +631,25 @@ "sourceRef": "axes.사업안정성" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 38.11, + "id": "axis.유동성", + "label": "유동성", + "value": 33.98, "unit": "riskScore", "direction": "negative", - "weight": 20, - "contribution": 7.62, - "sourceRef": "axes.자본구조" + "weight": 15, + "contribution": 5.1, + "sourceRef": "axes.유동성" } ], "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", + "label": "자본구조는 양호하다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -682,12 +682,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", - "direction": "adverse", + "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,14 +725,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/352940/axes/채무상환능력", "status": "derived", - "detail": "위험점수 26.46, 가중치 25%" + "detail": "위험점수 14.82, 가중치 30%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/352940/axes/자본구조", "status": "derived", - "detail": "위험점수 38.11, 가중치 20%" + "detail": "위험점수 22.07, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -776,15 +776,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 24.04, + "grade": "dCR-A-", + "score": 17.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 24.91, + "grade": "dCR-A-", + "score": 18.34, "assumptions": { "scenarioStress": "moderate" } @@ -812,39 +812,39 @@ "gradeHistory": [ { "period": "2026", - "score": 9.22, - "grade": "AA-", - "pdEstimate": 0.03 + "score": 11.61, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2025", - "score": 21.35, - "grade": "BBB+", - "pdEstimate": 0.15 + "score": 12.76, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2024", - "score": 23.16, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 12.34, + "grade": "A+", + "pdEstimate": 0.04 }, { "period": "2023", - "score": 3.62, + "score": 4.47, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2022", - "score": 38.8, - "grade": "BB", - "pdEstimate": 1.5 + "score": 31.75, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2021", - "score": 49.3, - "grade": "B+", - "pdEstimate": 4.0 + "score": 38.77, + "grade": "BB", + "pdEstimate": 1.5 } ], "coverage": { @@ -855,10 +855,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.25, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.41%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -874,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1001,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1020,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1033,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1051,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1073,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1141,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1160,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1196,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1210,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1242,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353190.json b/landing/lenses/353190.json index 4fe3a0df47a5d571e4a37d26d81b06e3ea9263a8..50a73ec648c46fce94c3aa090a7191a84c6c9570 100644 --- a/landing/lenses/353190.json +++ b/landing/lenses/353190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1022,8 +1022,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1075,10 +1075,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353200.json b/landing/lenses/353200.json index 6d6c7f5c895f5c8f657bfd1c885e09ff09d067c1..d3e8b2317076bae56bc42722e2ea3b448764bedb 100644 --- a/landing/lenses/353200.json +++ b/landing/lenses/353200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353590.json b/landing/lenses/353590.json index e5f52eb1377189f08eed099ca390b669a89ca46d..794f7f2097c7a11c0e19cc8b01a421604ee12814 100644 --- a/landing/lenses/353590.json +++ b/landing/lenses/353590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353810.json b/landing/lenses/353810.json index 601dc97083aa08ac382527bd6de4389d792ea39e..ea25429a0d14533099edda6f9889e7fa42666119 100644 --- a/landing/lenses/353810.json +++ b/landing/lenses/353810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -998,19 +998,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1156,7 +1156,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1541,12 +1541,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:997360f1320c", + "target": "353810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/354200.json b/landing/lenses/354200.json index 868c021986a0e6c40299b3a1edb09cd97c9accce..83e9ed6755c24b299856e5b8c81bbe986a9722d8 100644 --- a/landing/lenses/354200.json +++ b/landing/lenses/354200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 146.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,10 +1023,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/354320.json b/landing/lenses/354320.json index 4cf9e50bf896215327a36c07205644a28692ada1..40af9e8326f6e759ed836515817e7ac710558cdd 100644 --- a/landing/lenses/354320.json +++ b/landing/lenses/354320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355150.json b/landing/lenses/355150.json index f514397ad9fe4878a57a650e5f41bcc68e68d09f..e334bba55193b78fa55604b97538bc671b1f48c3 100644 --- a/landing/lenses/355150.json +++ b/landing/lenses/355150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -485,14 +485,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,8 +664,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -684,7 +684,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,10 +798,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355390.json b/landing/lenses/355390.json index afce9ba5891e173763927ed1654c15e2159311a3..def29b38cd1659d2ccc6a2f685f3eb0f41ebf101 100644 --- a/landing/lenses/355390.json +++ b/landing/lenses/355390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 163.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 176.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355690.json b/landing/lenses/355690.json index 4177a801b9cb2a318457a6f6ddf2ca02ab45519f..215ad66e7599ea909405bf3bca1f55fc47d5cda4 100644 --- a/landing/lenses/355690.json +++ b/landing/lenses/355690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -704,10 +704,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -737,7 +737,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -750,7 +750,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -770,8 +770,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -792,8 +792,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -828,7 +828,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -903,10 +903,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1156,7 +1156,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1174,15 +1174,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/356680.json b/landing/lenses/356680.json index fe46270d9887a889ed8e71651a6ff4c038ac049d..d0c1e386e95cc346a3208f771cfedf25bb9c1ce1 100644 --- a/landing/lenses/356680.json +++ b/landing/lenses/356680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -238,18 +238,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.67, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 4.15, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -339,12 +339,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -389,7 +389,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/356680/axes/자본구조", "status": "derived", - "detail": "위험점수 0.92, 가중치 20%" + "detail": "위험점수 1.25, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -433,14 +433,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.67, + "score": 4.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.69, + "score": 4.19, "assumptions": { "scenarioStress": "moderate" } @@ -468,25 +468,25 @@ "gradeHistory": [ { "period": "2026", - "score": 3.16, + "score": 3.94, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2025", - "score": 3.47, + "score": 4.29, "grade": "AA+", "pdEstimate": 0.01 }, { "period": "2024", - "score": 6.17, + "score": 7.73, "grade": "AA", "pdEstimate": 0.02 }, { "period": "2023", - "score": 0.61, + "score": 0.8, "grade": "AAA", "pdEstimate": 0.0 } @@ -516,14 +516,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -643,10 +643,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -695,8 +695,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -715,7 +715,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356860.json b/landing/lenses/356860.json index ff9b4422bc90137234e78d3313433d4e54b3fb9f..b86de0a70abb17b46812d49d4f135f6a30a5fc07 100644 --- a/landing/lenses/356860.json +++ b/landing/lenses/356860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,10 +1140,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356890.json b/landing/lenses/356890.json index 3c374ff934ab77386dee1faf050dd56bd1597e04..466bcfa8009da6ab5b77c8e4f00d70a37765f1bd 100644 --- a/landing/lenses/356890.json +++ b/landing/lenses/356890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357230.json b/landing/lenses/357230.json index 62acb9f12d918550a950aaf30231ba25278f1bfd..a4887575091bb847cdf203409a06101d2f618211 100644 --- a/landing/lenses/357230.json +++ b/landing/lenses/357230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,15 +1025,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.12, + "score": 0.115, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357430.json b/landing/lenses/357430.json index 31ab0f19fc36875e61fb38524113217bc0740e54..301ea7f4b1cbc3ed9d3c1366ab98d08065a0a48c 100644 --- a/landing/lenses/357430.json +++ b/landing/lenses/357430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -411,8 +411,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357550.json b/landing/lenses/357550.json index 24a39e62004f756a629ec8d6da9114842cb72648..a0efb7d2c54662bfdee1800388164cd1ef424fdd 100644 --- a/landing/lenses/357550.json +++ b/landing/lenses/357550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1217,10 +1217,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1235,10 +1235,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357580.json b/landing/lenses/357580.json index c99dbea0afe23b5a76913fdc4672d8222432648b..f7899551f9ce40b74fbff48db726543692c8112b 100644 --- a/landing/lenses/357580.json +++ b/landing/lenses/357580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.73, + "score": 31.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.34, + "grade": "dCR-BB+", + "score": 33.64, "assumptions": { "scenarioStress": "moderate" } @@ -790,6 +790,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -843,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -985,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1004,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1040,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1057,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1144,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1162,10 +1167,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1180,10 +1185,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1194,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1210,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1226,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357780.json b/landing/lenses/357780.json index 24f861d982f53e33d284459842e51dd6134772cd..32f8b44f73aa7719f72fcda842a7283dc46db34f 100644 --- a/landing/lenses/357780.json +++ b/landing/lenses/357780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357880.json b/landing/lenses/357880.json index eb789d0816b6f7ecc6dd7c1a58dae7b666e684e9..3dea7bdd8f41c568be95eb14bfc70ddc6b7adfd9 100644 --- a/landing/lenses/357880.json +++ b/landing/lenses/357880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -709,14 +709,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -882,7 +882,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1276,7 +1276,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1294,8 +1294,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/358570.json b/landing/lenses/358570.json index cb61cf9dbb31ce4485683aad942d65e32168593a..37e4df5aac25d3e63c3dbc0b0aa3dce6a1abc29a 100644 --- a/landing/lenses/358570.json +++ b/landing/lenses/358570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -503,14 +503,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -630,10 +630,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -649,8 +649,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -680,10 +680,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -693,7 +693,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -702,7 +702,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/359090.json b/landing/lenses/359090.json index e50b4b4ccdcb0256c4531c4d152b29c2feade979..3ddafe3c9a0433e749cb501dc0f1bb2ce5a3fc9f 100644 --- a/landing/lenses/359090.json +++ b/landing/lenses/359090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360070.json b/landing/lenses/360070.json index b93116b34c46f0092db316455c41a16adef4082e..88a35de540e65e55d48f2ecdda756ac719af0281 100644 --- a/landing/lenses/360070.json +++ b/landing/lenses/360070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -736,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360350.json b/landing/lenses/360350.json index c83ff066b0e95a352ec1ae8fc710b887512c7826..0ae33f24c81d1cd61999e2cc6233dc0c2d15a4d9 100644 --- a/landing/lenses/360350.json +++ b/landing/lenses/360350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,12 +592,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361390.json b/landing/lenses/361390.json index 9eda76fb0847d064a1506f887dc27c9287449e19..db0955b0c01c4c936933be7e9bf64f651de282db 100644 --- a/landing/lenses/361390.json +++ b/landing/lenses/361390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361570.json b/landing/lenses/361570.json index ea6c8f675f45919c3b71022132ec688a33ac38c7..6de261dc967da544e362988815dd2b4d58aa6309 100644 --- a/landing/lenses/361570.json +++ b/landing/lenses/361570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361610.json b/landing/lenses/361610.json index 76f69b309653c100a02fc83cfa6e30372ea2be7e..e5583ac84a9271b4622f621984949721a75fb211 100644 --- a/landing/lenses/361610.json +++ b/landing/lenses/361610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 8209.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 8761.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -915,10 +915,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -948,8 +948,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -961,7 +961,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,10 +1001,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1095,10 +1095,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1114,10 +1114,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,10 +1141,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361670.json b/landing/lenses/361670.json index 8162e17aa333588b3d55c3d4f83c1f6f15afcf83..a93e725cb3dc46a3b318d189fa2e8b5b91ccaf23 100644 --- a/landing/lenses/361670.json +++ b/landing/lenses/361670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -996,10 +996,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,7 +1019,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1027,7 +1027,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362320.json b/landing/lenses/362320.json index c3708c63105d437b7eb730422ac5f05cfd8d6010..2c43fe81baed024b8f79bf20b7ab6bd137ee691b 100644 --- a/landing/lenses/362320.json +++ b/landing/lenses/362320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362990.json b/landing/lenses/362990.json index e198fe34ccd325dfffde54a3190b6799a504a7e6..812bcf557055652a18eb3f5813cdf45dcf4de135 100644 --- a/landing/lenses/362990.json +++ b/landing/lenses/362990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1332,7 +1332,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1350,8 +1350,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/363250.json b/landing/lenses/363250.json index f10d9f0a0cef24019d9b48e84bb22864d980e7a2..a8c3124279dd75044a6f3011dbc5cceb18ddfc0f 100644 --- a/landing/lenses/363250.json +++ b/landing/lenses/363250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363260.json b/landing/lenses/363260.json index 6c7454ce3c76cdeba7a3301e674f1e3a405dc3d2..87abdbef9bc8bfaac92a8a6c401199c102687dc4 100644 --- a/landing/lenses/363260.json +++ b/landing/lenses/363260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,14 +870,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -997,10 +997,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1043,7 +1043,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-20", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-20", "detail": "괴리 판정의 price 입력" } ], @@ -1177,10 +1177,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1196,10 +1196,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363280.json b/landing/lenses/363280.json index 1cf8cb79696ee948eae39db6c3555ee8fb8f0787..07901ee2556171d831cdaa1b5ced3372f0e3e771 100644 --- a/landing/lenses/363280.json +++ b/landing/lenses/363280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/364950.json b/landing/lenses/364950.json index b84112ebd3b89b763c583556fb76c9281ce0e016..6e324f87165c874d680280c39ddabf57ca66462c 100644 --- a/landing/lenses/364950.json +++ b/landing/lenses/364950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 30.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -266,11 +266,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 21.53, + "value": 23.84, "unit": "riskScore", "direction": "positive", - "weight": 20, - "contribution": 4.31, + "weight": 15, + "contribution": 3.58, "sourceRef": "axes.자본구조" } ], @@ -281,7 +281,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/364950/axes/자본구조", "status": "derived", - "detail": "위험점수 21.53, 가중치 20%" + "detail": "위험점수 23.84, 가중치 15%" }, { "id": "credit.axis.유동성", @@ -355,17 +355,17 @@ "gradeHistory": [ { "period": "2026", - "score": 6.31, - "grade": "AA", - "pdEstimate": 0.02 + "score": 8.62, + "grade": "AA-", + "pdEstimate": 0.03 } ], "coverage": { "validAxes": 2, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 30.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 30.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365270.json b/landing/lenses/365270.json index 709f3f70db7c923db086135b5d1541cc925929f5..701fcc3a1d47fcae32da970ba9ef85aa950ee209 100644 --- a/landing/lenses/365270.json +++ b/landing/lenses/365270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -970,10 +970,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365330.json b/landing/lenses/365330.json index 949d499943d1182b21982c991673e05defb8540a..c98a5dd39b1ee3050fe2e54bb8f4dfe4a3e33f44 100644 --- a/landing/lenses/365330.json +++ b/landing/lenses/365330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365340.json b/landing/lenses/365340.json index 8cc29f3f85b5a65f544e091cbf985dea953a12b7..539696e2422cf885cf23e4a92c6bc29f093214cf 100644 --- a/landing/lenses/365340.json +++ b/landing/lenses/365340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -944,8 +944,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,10 +997,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1146,10 +1146,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365590.json b/landing/lenses/365590.json index 010117a46bbb194d6a35392f0182fa0d609a9e2e..2d7196d3e6066050957a5e4610dff4f01bf86dac 100644 --- a/landing/lenses/365590.json +++ b/landing/lenses/365590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -429,13 +429,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -624,14 +624,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -770,8 +770,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -801,10 +801,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -814,7 +814,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-19", "detail": "괴리 판정의 price 입력" } ], @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -910,10 +910,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365660.json b/landing/lenses/365660.json index e14c922375e3ef0e9d83fbc73b858d1d30a4d493..80e9aadce13e674451d5b5df58554174b6ea8e1f 100644 --- a/landing/lenses/365660.json +++ b/landing/lenses/365660.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/365900.json b/landing/lenses/365900.json index d749c5d091da9a8009ee2a655d95583172e96c4b..4a0d7ffed1f53fd03ae623b7c025cb90ad9dafae 100644 --- a/landing/lenses/365900.json +++ b/landing/lenses/365900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/366030.json b/landing/lenses/366030.json index 8dc15301f9774a3f7a6808ea9949878ca6dcd38c..72db12d5695e34f773fcf8cf73b6227798ca2a99 100644 --- a/landing/lenses/366030.json +++ b/landing/lenses/366030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,12 +1386,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e29daecbc5a8", + "target": "366030", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/367000.json b/landing/lenses/367000.json index 3cbd83d881655003c3dfb985d557335f53927ea7..1c6ee2b86dbf96bdb753394ea61e643052c8e074 100644 --- a/landing/lenses/367000.json +++ b/landing/lenses/367000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,10 +971,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368600.json b/landing/lenses/368600.json index 6a4352bcec5e23e8058af1bb5119847c77070356..e60b0751c1f985a0bdb85bffd9da713b275e091e 100644 --- a/landing/lenses/368600.json +++ b/landing/lenses/368600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 113.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 131.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -906,19 +906,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1064,7 +1064,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1073,7 +1073,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368770.json b/landing/lenses/368770.json index d03035b78aa39a5533ef25ab8115cecfceb3b397..ea6b917934d3c5e5eeaaca1cda0c66c96876f6ad 100644 --- a/landing/lenses/368770.json +++ b/landing/lenses/368770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368970.json b/landing/lenses/368970.json index 7ea3c8289025bda1c5057875936bf3d91215bc68..d7f8ebca19d882a3e068644c117912faf0ebcb82 100644 --- a/landing/lenses/368970.json +++ b/landing/lenses/368970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1415,7 +1415,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1437,7 +1437,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1455,15 +1455,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/369370.json b/landing/lenses/369370.json index 79462af146e18b9aebf4dc4f73c4500faa075dda..e9bd5cb20e3f896df50faafe7bc30c7c64060b42 100644 --- a/landing/lenses/369370.json +++ b/landing/lenses/369370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 20.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/370090.json b/landing/lenses/370090.json index 1413fc64b6012af7179c08c27dfa2aa30637a535..2479a1040be3bd4b7dfa44fd23d036c425a3a76c 100644 --- a/landing/lenses/370090.json +++ b/landing/lenses/370090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -601,12 +601,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -930,8 +930,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -961,10 +961,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -983,7 +983,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1070,10 +1070,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/371950.json b/landing/lenses/371950.json index 86b5b8f35a12b55e08057aba304048f5dcb782c6..54f9a5d374932e8a0ae23f7107658aac764f05a6 100644 --- a/landing/lenses/371950.json +++ b/landing/lenses/371950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 158.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 259.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,17 +999,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1078,7 +1078,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1087,7 +1087,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372170.json b/landing/lenses/372170.json index 0f73244f3ebd3b6a7c421eeac28f9a7988a703d5..5fa2c5d1f37b5c37a59e0c917afa33c549189c6b 100644 --- a/landing/lenses/372170.json +++ b/landing/lenses/372170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,15 +1420,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/372320.json b/landing/lenses/372320.json index 05bee0e9f9e5e4a4a8c296f988bf409e23679e93..0e152e7ab7fc185ef1f7df41bd5007c08c645f91 100644 --- a/landing/lenses/372320.json +++ b/landing/lenses/372320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -517,14 +517,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -644,19 +644,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -677,8 +677,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -690,7 +690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -710,8 +710,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -723,17 +723,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -743,7 +743,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -768,7 +768,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -802,7 +802,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -811,7 +811,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -824,10 +824,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -843,10 +843,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,12 +1082,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:957d77cf04ae", + "target": "372320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/372800.json b/landing/lenses/372800.json index e41a1137477db7e4ab6ac032ff15dbd5e6eff1c3..7bd68c63eb5e08d2f9521dce9931966ce99aeb0e 100644 --- a/landing/lenses/372800.json +++ b/landing/lenses/372800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 120.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -985,10 +985,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372910.json b/landing/lenses/372910.json index 8c43cf242901237d3356de8710476e3bbeecdc26..08cdf892a2cef6434837ee0395d0dcf7c99d7036 100644 --- a/landing/lenses/372910.json +++ b/landing/lenses/372910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -572,18 +572,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 13.02, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.45, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -768,14 +768,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 13.02, + "score": 15.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 13.36, + "score": 15.82, "assumptions": { "scenarioStress": "moderate" } @@ -843,6 +843,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,19 +985,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1030,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1108,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1143,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1151,7 +1152,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1164,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1183,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,88 +1387,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4f9b22948bd4", - "target": "372910", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.258 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/373110.json b/landing/lenses/373110.json index a8b175260bfeace2b533b5782a02019d0c55a8bb..f5fd2da851f192c559286d9a7916be39c6535e7e 100644 --- a/landing/lenses/373110.json +++ b/landing/lenses/373110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -911,8 +911,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -942,10 +942,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -955,7 +955,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -964,7 +964,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1051,10 +1051,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,7 +1074,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373160.json b/landing/lenses/373160.json index ad5593c5eed254d7cb52f13a4076745c732276fc..4117ff028aab1187343e5555b4c4f6220e101f5d 100644 --- a/landing/lenses/373160.json +++ b/landing/lenses/373160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373170.json b/landing/lenses/373170.json index 234c67253d056420b82a0c7f1e94e0bebcdfa3ea..101cafe5649a78faf11c31ebeafe222309172a1a 100644 --- a/landing/lenses/373170.json +++ b/landing/lenses/373170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373200.json b/landing/lenses/373200.json index 5f41954bc4d4b874a8aed8dce4253fb4940fc410..155095ea6c8805923e78a6e80971fce1e6f703a7 100644 --- a/landing/lenses/373200.json +++ b/landing/lenses/373200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -917,19 +917,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -943,8 +943,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -956,7 +956,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -976,8 +976,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,17 +988,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1151,10 +1151,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373220.json b/landing/lenses/373220.json index 6f0d5b2fc48897af5f8d6675f020246bc98b72d4..ba6e8037e922cbf39b8f173f157f217728cc7c64 100644 --- a/landing/lenses/373220.json +++ b/landing/lenses/373220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,12 +679,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,37 +809,37 @@ "gradeHistory": [ { "period": "2026", - "score": 22.46, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 28.46, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 42.24, - "grade": "BB-", - "pdEstimate": 2.5 + "score": 33.33, + "grade": "BB+", + "pdEstimate": 0.75 }, { "period": "2024", - "score": 37.79, - "grade": "BB", - "pdEstimate": 1.5 + "score": 28.48, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2023", - "score": 14.82, + "score": 14.03, "grade": "A", "pdEstimate": 0.06 }, { "period": "2022", - "score": 33.73, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 31.92, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2021", - "score": 26.32, + "score": 25.38, "grade": "BBB", "pdEstimate": 0.25 } @@ -858,7 +858,7 @@ "reasons": [ "중대형기업 (매출 24조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 75조 (시장 지위)" + "시가총액 70조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/375500.json b/landing/lenses/375500.json index 864f1a5f3c885db509e8626d364bfe21ba95a796..e1ab4b4144116442fea6ac00b88f787d62316bab 100644 --- a/landing/lenses/375500.json +++ b/landing/lenses/375500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376180.json b/landing/lenses/376180.json index 4e327e7e43089fb789a006ecfb8cd5974bf8e4ec..ae353c69426cf4793ce2468fa0bb44c8e8349578 100644 --- a/landing/lenses/376180.json +++ b/landing/lenses/376180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -982,19 +982,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1008,8 +1008,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,17 +1053,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1124,13 +1124,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1139,7 +1139,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376270.json b/landing/lenses/376270.json index a002c6ff6486ec54e0c78b71137213b40283c6bb..528ccf17ff98e8c03a397523a2948567e3f8ad40 100644 --- a/landing/lenses/376270.json +++ b/landing/lenses/376270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -92,7 +92,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 2947.34, + "value": 250.12, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -468,7 +468,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 2947.34, + "value": 250.12, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,9 +738,9 @@ "gradeHistory": [ { "period": "2026", - "score": 82.16, - "grade": "CC", - "pdEstimate": 25.0 + "score": 52.71, + "grade": "B+", + "pdEstimate": 4.0 }, { "period": "2025", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,10 +971,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376290.json b/landing/lenses/376290.json index b83171f2b137e7136564fcca4d52f6e9dd034764..ba44574911fe91e8b74ab89eaffc7c94e7e186fa 100644 --- a/landing/lenses/376290.json +++ b/landing/lenses/376290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/376300.json b/landing/lenses/376300.json index fddaeb81207bc85c3681b9214075a74638c025eb..8c8d13d33b96aa39a5812d373d8f2b111286a0d8 100644 --- a/landing/lenses/376300.json +++ b/landing/lenses/376300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,15 +1433,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/376900.json b/landing/lenses/376900.json index 8cf65f04aaaf592ff41c0dcef82f7dffc91ed476..e66f088bde792dc41f50ca8cdc11dd2006324501 100644 --- a/landing/lenses/376900.json +++ b/landing/lenses/376900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 342.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 245.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -927,7 +927,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,15 +1351,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/376930.json b/landing/lenses/376930.json index d6e20ac56f9b599083dc73b46a22bb79eba9ad68..7f5170ae83100f6f4475bbaec505e143dc6f52cd 100644 --- a/landing/lenses/376930.json +++ b/landing/lenses/376930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 457.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 617.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -923,19 +923,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-19", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-19", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376980.json b/landing/lenses/376980.json index 40340fd56a7f3eb1afb9188cf39fa705d0157292..ed65c84a6477f3536d167db96a8b9a9e7bbd128c 100644 --- a/landing/lenses/376980.json +++ b/landing/lenses/376980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,10 +1072,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377030.json b/landing/lenses/377030.json index 88680f8cf28f0698a1608b8301d31bf16d2d780a..59049cf2e378e5422bfbd6966b774d556a94de32 100644 --- a/landing/lenses/377030.json +++ b/landing/lenses/377030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 943.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 945.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -954,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377190.json b/landing/lenses/377190.json index 0bd77c4b07e7bfb7d0b2387f67779a078fcdfdd3..435115585f8b34fc938dcac69b0f67e5ce21a530 100644 --- a/landing/lenses/377190.json +++ b/landing/lenses/377190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -378,7 +378,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -411,8 +411,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377220.json b/landing/lenses/377220.json index 308ce8edfb044bd1d2ae8dfc9cd15de566648b9b..e8b7a3b463b5cc09d193f7cd30450a0b56662a53 100644 --- a/landing/lenses/377220.json +++ b/landing/lenses/377220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "유동성 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377300.json b/landing/lenses/377300.json index 13d97b702371730b93a2ac8e40f11b333f8cc448..b2145ba7445d7b9835a19cb0a0d0e792db97d6cf 100644 --- a/landing/lenses/377300.json +++ b/landing/lenses/377300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -645,14 +645,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -772,19 +772,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -805,8 +805,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -818,7 +818,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -851,17 +851,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -871,7 +871,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -896,7 +896,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -924,13 +924,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -939,7 +939,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -952,10 +952,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -994,7 +994,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1002,7 +1002,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377330.json b/landing/lenses/377330.json index 10bcb66775ad3a8b00d385f6ab572fb1b29bc973..2d0148bd1213f6f414ed804375aa25b211d4e61a 100644 --- a/landing/lenses/377330.json +++ b/landing/lenses/377330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 14.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -923,15 +923,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,88 +1325,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9207997db9a2", - "target": "377330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/377450.json b/landing/lenses/377450.json index 06044b1e7a892d17198729ee08711102d6d5dcdf..306c8d89eae2f743507516656e315cec4cd87180 100644 --- a/landing/lenses/377450.json +++ b/landing/lenses/377450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-AAA", - "summary": "dCR 위험점수 1.25, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 1.31, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -613,11 +613,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.2, + "value": 1.3, "unit": "riskScore", "direction": "negative", "weight": 20, - "contribution": 0.24, + "contribution": 0.26, "sourceRef": "axes.자본구조" }, { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -672,12 +672,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -722,7 +722,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/377450/axes/자본구조", "status": "derived", - "detail": "위험점수 1.20, 가중치 20%" + "detail": "위험점수 1.30, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -766,14 +766,14 @@ "id": "base", "label": "기준", "grade": "dCR-AAA", - "score": 1.25, + "score": 1.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AAA", - "score": 1.25, + "score": 1.32, "assumptions": { "scenarioStress": "moderate" } @@ -801,31 +801,31 @@ "gradeHistory": [ { "period": "2026", - "score": 0.15, + "score": 0.23, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.17, + "score": 0.27, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.25, + "score": 0.37, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.12, + "score": 0.18, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.12, + "score": 0.18, "grade": "AAA", "pdEstimate": 0.0 } @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377460.json b/landing/lenses/377460.json index 20efa839b7cc7ee7d4efaf70af934ad3172e2603..7fed8e69be186df4518983bbd5017ef8ed60dd83 100644 --- a/landing/lenses/377460.json +++ b/landing/lenses/377460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1092,10 +1092,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377480.json b/landing/lenses/377480.json index 98c996a9a13da6788b22966dd6b78e385d7b2eba..22516dabcf68b5f169d8c77340f6dfdc5cb82f3e 100644 --- a/landing/lenses/377480.json +++ b/landing/lenses/377480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377740.json b/landing/lenses/377740.json index 8a9e098c3229c63985f60f41698cbf80c611844f..db544d3b10ca5859daf0fc9eb7bc448df966d6f8 100644 --- a/landing/lenses/377740.json +++ b/landing/lenses/377740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378340.json b/landing/lenses/378340.json index a6594a6f27aa2f7364b77f98e45302f19c47fda3..1f4476383c17efe23d334ebaf85c122c4d995970 100644 --- a/landing/lenses/378340.json +++ b/landing/lenses/378340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378800.json b/landing/lenses/378800.json index 7e8d51fae5f7ea9ecb2b37c47dec7c97bd8efe47..c65b9c4a7c87512501c13155c7b7351cc0c38603 100644 --- a/landing/lenses/378800.json +++ b/landing/lenses/378800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -747,19 +747,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -780,8 +780,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -793,7 +793,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -813,8 +813,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -826,17 +826,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -846,7 +846,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -871,7 +871,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -905,7 +905,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -914,7 +914,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -946,10 +946,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378850.json b/landing/lenses/378850.json index d64c5d7d0397969908460bb9c975d95fb6a1e282..43be4b8a1649de1a7ed065b9004aad7636c76e1a 100644 --- a/landing/lenses/378850.json +++ b/landing/lenses/378850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380540.json b/landing/lenses/380540.json index 383e43fab41b779918a4005597e7e3fe6e665beb..7bbec8c7283e103462ad3ced35871c20d323ab47 100644 --- a/landing/lenses/380540.json +++ b/landing/lenses/380540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 47.40, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 43.61, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,14 +694,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 47.4, + "score": 43.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 48.33, + "grade": "dCR-BB-", + "score": 44.6, "assumptions": { "scenarioStress": "moderate" } @@ -717,11 +717,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -770,7 +765,6 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 11.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -785,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -912,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -958,7 +952,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -978,7 +972,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-21", "period": "2025", "status": "derived", @@ -1000,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-21", "period": "2025", "status": "observed", @@ -1092,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1111,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1142,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380550.json b/landing/lenses/380550.json index f8ef946884fd3d86307c68746307c95c3ed3daef..7efaacdb2995a4fd026275ddecf12d168c0dc075 100644 --- a/landing/lenses/380550.json +++ b/landing/lenses/380550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +687,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -705,10 +705,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381620.json b/landing/lenses/381620.json index 01b9f3f3eaea9bc1d6a8040fe341d95e15d7fbea..5c43701001d3dc27b7aac55eca084fb61b316d48 100644 --- a/landing/lenses/381620.json +++ b/landing/lenses/381620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381970.json b/landing/lenses/381970.json index 192ee67bc5c9f2392f85c2739044201b371dc7a0..0f80e5f542e702008e55e48080559e0652385a28 100644 --- a/landing/lenses/381970.json +++ b/landing/lenses/381970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -672,12 +672,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 경기관련소비재 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382150.json b/landing/lenses/382150.json index 32a2d2821dd889f484ebef9679d8042cc23b118d..bfacd8e2b82eb0bcfd6f0a06dfd8d7db1fb39082 100644 --- a/landing/lenses/382150.json +++ b/landing/lenses/382150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -560,14 +560,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -687,19 +687,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -720,8 +720,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -733,7 +733,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -766,17 +766,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -811,7 +811,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -845,7 +845,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -854,7 +854,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -867,10 +867,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -886,10 +886,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382480.json b/landing/lenses/382480.json index fdfa047f37faca105d1e7e40bcad1f1d40f6e181..3f6df33c60fe06f2351ac4c67cb5519ed14d4cbe 100644 --- a/landing/lenses/382480.json +++ b/landing/lenses/382480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -998,19 +998,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1156,7 +1156,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382800.json b/landing/lenses/382800.json index 02c00d50cc55742912eb27c36101334a956603ee..688e6b999e4da53083ac1d5294b065b4b911716d 100644 --- a/landing/lenses/382800.json +++ b/landing/lenses/382800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382840.json b/landing/lenses/382840.json index 33da9bd37a878562bc98447573857b46231cd48a..66dc5b180cc5535df799cc6785ba05438f90ac6b 100644 --- a/landing/lenses/382840.json +++ b/landing/lenses/382840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 161.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 176.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382900.json b/landing/lenses/382900.json index 9f4e8d602f9821635c3cf1d49a0365e4bb40271c..bd64b93a491a9cb7852a3ca39a1652e8864661ca 100644 --- a/landing/lenses/382900.json +++ b/landing/lenses/382900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 143.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383220.json b/landing/lenses/383220.json index 18c95a2aa302cca4647955e166563fe37a838305..e5f5508174029667ff8f2a1af55524c404a0de04 100644 --- a/landing/lenses/383220.json +++ b/landing/lenses/383220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1010,14 +1010,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.05, + "score": 0.045, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383310.json b/landing/lenses/383310.json index fade6eaaf9b94ba491898b34a585c90c897886db..eee1fa8097414c56ddd9defe7dd80c7dd7d224d9 100644 --- a/landing/lenses/383310.json +++ b/landing/lenses/383310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.26, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.51, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.26, + "score": 26.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 24.84, + "grade": "dCR-BBB-", + "score": 27.09, "assumptions": { "scenarioStress": "moderate" } @@ -790,6 +790,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -844,6 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -985,19 +991,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1018,8 +1024,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1031,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1109,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1143,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1152,7 +1158,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1165,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1184,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1220,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1266,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383800.json b/landing/lenses/383800.json index cb1afbf4960776b0feb9eaff10fe07b92c60e8aa..ef39158d782007288793c9491c56445acde025ed 100644 --- a/landing/lenses/383800.json +++ b/landing/lenses/383800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -868,7 +868,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -934,7 +934,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383930.json b/landing/lenses/383930.json index ac037bbfc45cc819b5366c80c90f083a5ef0a8b9..e30e0db859119487311e52d9d42266ceabde725b 100644 --- a/landing/lenses/383930.json +++ b/landing/lenses/383930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 88.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/384470.json b/landing/lenses/384470.json index 322a3a1b16cfa3eec51469cf90675b6ff0669791..cc8482ba760e9f752eed1782b6eb38f92db1126f 100644 --- a/landing/lenses/384470.json +++ b/landing/lenses/384470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -840,8 +840,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -893,10 +893,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387570.json b/landing/lenses/387570.json index 6a12978382da8bd522cfaf95d6ef9193eaa9d8a8..2dca70ef0a30ea9e5a6c89410a16c8ec23572da4 100644 --- a/landing/lenses/387570.json +++ b/landing/lenses/387570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387690.json b/landing/lenses/387690.json index b6389f6e3e8ec8d3d3cad4365531b9f16eae4bfd..a784c8dae4f8c77c83f75293b1911eb7cbf9c330 100644 --- a/landing/lenses/387690.json +++ b/landing/lenses/387690.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.75, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.75 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/388050.json b/landing/lenses/388050.json index caefb2c31530769ab54c47068a0e1cf346879494..159994c0c2e04bff550b8444f153356c73d8a830 100644 --- a/landing/lenses/388050.json +++ b/landing/lenses/388050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1135,13 +1135,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388210.json b/landing/lenses/388210.json index b10e01e083bdce6bb80144e961db4d6cb27d9e56..0f36ca06db448b0a06c74866dd6a5810b2e4d6de 100644 --- a/landing/lenses/388210.json +++ b/landing/lenses/388210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -256,11 +256,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 5.5, + "value": 6.43, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.1, + "contribution": 1.29, "sourceRef": "axes.자본구조" }, { @@ -281,7 +281,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/388210/axes/자본구조", "status": "derived", - "detail": "위험점수 5.50, 가중치 20%" + "detail": "위험점수 6.43, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -355,9 +355,9 @@ "gradeHistory": [ { "period": "2026", - "score": 4.49, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 5.42, + "grade": "AA", + "pdEstimate": 0.02 } ], "coverage": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388610.json b/landing/lenses/388610.json index 808772f37db7b3a5645d2ad880d2d577d1629623..12d45aea8a8eb97b27a46330f7f68e6fa3053034 100644 --- a/landing/lenses/388610.json +++ b/landing/lenses/388610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388720.json b/landing/lenses/388720.json index d2e593ff4413c0e271d32b94bb06a37bbdbcc778..a7908d66c055498fabcb2ecc77f98acdbbd91969 100644 --- a/landing/lenses/388720.json +++ b/landing/lenses/388720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -947,8 +947,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,17 +992,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1069,7 +1069,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1078,7 +1078,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388790.json b/landing/lenses/388790.json index eaac530f2a8d4c3614be8d5302584851473bc336..828e2995b98f9ca3c0ffac06ec25ebaedce15e18 100644 --- a/landing/lenses/388790.json +++ b/landing/lenses/388790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388870.json b/landing/lenses/388870.json index 4b79afa43342c9de8eb66d1b3ed23777c4ec7010..4e7ccfc5834b57c16f2155542f0f620379c93e57 100644 --- a/landing/lenses/388870.json +++ b/landing/lenses/388870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -528,14 +528,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -655,10 +655,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -688,8 +688,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -741,10 +741,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -754,7 +754,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389020.json b/landing/lenses/389020.json index 54a7fe94b9da1e8a16a0c5c30e14af5918f78b48..ca60028a14709f8c93289964b14c35b44e131096 100644 --- a/landing/lenses/389020.json +++ b/landing/lenses/389020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -504,14 +504,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -663,8 +663,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -683,8 +683,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -703,7 +703,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -790,10 +790,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -817,10 +817,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -855,7 +855,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389030.json b/landing/lenses/389030.json index e38974bd067616e91ab1e517161d3ca13e184159..f74fd1424ea5aad5a854110663ee4dc2a96e757a 100644 --- a/landing/lenses/389030.json +++ b/landing/lenses/389030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 12.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 15.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389140.json b/landing/lenses/389140.json index 7da4e3ebd86a38d71c0d0cb082471368a7c8c110..f7d13e46a21196c5db052945e2cc6411617fa963 100644 --- a/landing/lenses/389140.json +++ b/landing/lenses/389140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 21.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 23.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389260.json b/landing/lenses/389260.json index f956887dfa0c31a8c2aa88427bcf47faa752d101..77a93f3a12b6a25b6fe5c312fd91a1f17808967a 100644 --- a/landing/lenses/389260.json +++ b/landing/lenses/389260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.12%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389470.json b/landing/lenses/389470.json index c83150b5eac4a9955855302ab52087f93f46686f..9bfdcb1fe32d2349bb82fd3675156c0b337a3cf9 100644 --- a/landing/lenses/389470.json +++ b/landing/lenses/389470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -931,8 +931,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -962,10 +962,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -984,7 +984,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1071,10 +1071,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389500.json b/landing/lenses/389500.json index 435f149106520bd960692bb149222dc02a033832..367ba919cf6914ee110a466298ba3e1dce3a8f0d 100644 --- a/landing/lenses/389500.json +++ b/landing/lenses/389500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -91,7 +91,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -117,7 +117,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -317,13 +317,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -511,14 +511,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -638,10 +638,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -670,8 +670,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -710,7 +710,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -778,10 +778,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -797,10 +797,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389650.json b/landing/lenses/389650.json index 0a09d7664739f6af5fa469e2be021d0a9895cab9..0ebb5df9c1644e8f40d2986cb76e95a57bcdc3b7 100644 --- a/landing/lenses/389650.json +++ b/landing/lenses/389650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -251,10 +251,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -270,7 +280,7 @@ "label": "유동성", "value": 30.0, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 4.5, "sourceRef": "axes.유동성" @@ -291,6 +301,13 @@ "sourceRef": "dartlab://credit/389650/axes/유동성", "status": "derived", "detail": "위험점수 30.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/389650/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -313,12 +330,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -346,6 +357,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -369,11 +385,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -391,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -518,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -590,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -848,13 +864,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/389680.json b/landing/lenses/389680.json index d5ebf42733a44fd03206c33bdf8987999d3dcb7f..138f88b1c55d6099fcdf51b8666bb4cba551770e 100644 --- a/landing/lenses/389680.json +++ b/landing/lenses/389680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 26.45, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 3.97, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/389680/axes/유동성", "status": "derived", "detail": "위험점수 26.45, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/389680/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -705,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -735,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -751,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -959,13 +975,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/391710.json b/landing/lenses/391710.json index bd08bc05cee477979eb5533a9e41afcdcf613cd7..ff7e5ab5bfd65d60e0ffecab2a8537e06399005b 100644 --- a/landing/lenses/391710.json +++ b/landing/lenses/391710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -374,7 +374,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -393,7 +393,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -412,7 +412,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -431,7 +431,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -586,14 +586,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -713,10 +713,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -763,10 +763,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -776,7 +776,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -785,7 +785,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -853,10 +853,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -872,10 +872,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -903,7 +903,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393210.json b/landing/lenses/393210.json index 21f69b05840db5d1ec87d5da8bf5d243765b31f6..21a46eeb3779194aaf8c88c0f5eed666fd9e5234 100644 --- a/landing/lenses/393210.json +++ b/landing/lenses/393210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -930,7 +930,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.115, + "score": -0.12, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393890.json b/landing/lenses/393890.json index f74f103c098e17ae233e18c67057a5e0f128bd5f..868a0c4bd0505b192fdf92b2e9ddace939139278 100644 --- a/landing/lenses/393890.json +++ b/landing/lenses/393890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393970.json b/landing/lenses/393970.json index 2ff244a847addb6cf868543659e10b7623343d4b..3d69113d749e6c66f9644b096b5307d0a3bdafc8 100644 --- a/landing/lenses/393970.json +++ b/landing/lenses/393970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-06", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-06", "period": null, "status": "derived", @@ -642,7 +642,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-06", "period": null, "status": "observed", @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -767,10 +767,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -785,10 +785,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394280.json b/landing/lenses/394280.json index e5d34822e47340b69f0cf7f58078c9a4d647a28b..960f0f71e4c93b5f8df154192aa69777160d79a3 100644 --- a/landing/lenses/394280.json +++ b/landing/lenses/394280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -497,18 +497,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.62, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 48.27, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,15 +692,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 46.62, + "grade": "dCR-B+", + "score": 48.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.71, + "grade": "dCR-B+", + "score": 49.64, "assumptions": { "scenarioStress": "moderate" } @@ -759,12 +759,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 28.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -906,19 +906,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1064,7 +1064,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1073,7 +1073,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394420.json b/landing/lenses/394420.json index dcd19998cf1f42ee38d840390d538b1330e4e51f..07c6114bafc9dca138f844b1a0f2eae133a9174d 100644 --- a/landing/lenses/394420.json +++ b/landing/lenses/394420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394800.json b/landing/lenses/394800.json index 611a4d502955bed8deb037e384ca9d2311ad47d4..4b0a1f039f46e670e28c339c31ea505fbd8325eb 100644 --- a/landing/lenses/394800.json +++ b/landing/lenses/394800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/395400.json b/landing/lenses/395400.json index 504cc891581ac3be4a6e1d23fba1280968a7fff2..d35ddec326289bd7a184588632a4656d34a1ed4a 100644 --- a/landing/lenses/395400.json +++ b/landing/lenses/395400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -235,14 +235,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -357,10 +357,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,8 +409,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -429,7 +429,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -497,10 +497,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -543,10 +543,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -561,10 +561,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -575,7 +575,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396270.json b/landing/lenses/396270.json index db98310a2b651e445452b0e17aa6c65ed0a2afa6..541c209ba1671aec07e17983effd512acd10ddfc 100644 --- a/landing/lenses/396270.json +++ b/landing/lenses/396270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -501,14 +501,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -647,8 +647,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -660,8 +660,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -678,10 +678,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -691,7 +691,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -700,7 +700,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -805,10 +805,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -823,10 +823,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -853,7 +853,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396300.json b/landing/lenses/396300.json index b773bd5e758071ed36074b1dcfe89609cc675380..41a57de52cff7c357b98d5ddd75eae6e3afdff06 100644 --- a/landing/lenses/396300.json +++ b/landing/lenses/396300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -853,7 +853,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -995,10 +995,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1014,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1067,7 +1067,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1154,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396470.json b/landing/lenses/396470.json index 29fda063d314238311791d9621a78e7e42b7bf34..b7f77b7330121bfc8c2a1914a8717e2bd9f9daee 100644 --- a/landing/lenses/396470.json +++ b/landing/lenses/396470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -236,7 +236,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396690.json b/landing/lenses/396690.json index 99a56c06e8414f5ccbd296d1d952b99da65a0d9c..e6ad2c54921f80676a27e2f88da85a8cf394d8ed 100644 --- a/landing/lenses/396690.json +++ b/landing/lenses/396690.json @@ -20,14 +20,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -142,10 +142,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -161,8 +161,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -174,8 +174,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -192,10 +192,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -205,7 +205,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -214,7 +214,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -282,15 +282,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -301,10 +301,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -328,10 +328,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -346,10 +346,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -360,7 +360,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -368,7 +368,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -384,7 +384,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -400,7 +400,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/397030.json b/landing/lenses/397030.json index 6ad7dc1fe6419071e536cd17fbaef7a612b0dc75..ad87ae7f3b12ed926b9f00721ac37af415dec719 100644 --- a/landing/lenses/397030.json +++ b/landing/lenses/397030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -502,14 +502,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -629,10 +629,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -648,8 +648,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -661,8 +661,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -679,10 +679,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -692,7 +692,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -701,7 +701,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -769,10 +769,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -788,10 +788,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -811,7 +811,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -819,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397810.json b/landing/lenses/397810.json index 39186ba554cff86fa16b24a5a9a5dbcca390d2fb..5531c126454cd38e98ab38585b5b0aabd59a8e13 100644 --- a/landing/lenses/397810.json +++ b/landing/lenses/397810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/398120.json b/landing/lenses/398120.json index 8aeb39d8ed904e3c80749e7fb3965fb5414c431b..f830d6af89029a9b7f6290ffc34097481b6642df 100644 --- a/landing/lenses/398120.json +++ b/landing/lenses/398120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -613,8 +613,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,10 +644,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -657,7 +657,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/399720.json b/landing/lenses/399720.json index adf7996e29d61076d7632d82258eabd1c7fb4df9..7154a25075d722b6eca6b6b2056ff5f3991e22e9 100644 --- a/landing/lenses/399720.json +++ b/landing/lenses/399720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -966,15 +966,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,17 +1045,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1124,7 +1124,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1133,7 +1133,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,88 +1368,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:048d91dc0804", - "target": "399720", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/400760.json b/landing/lenses/400760.json index 43ba4d957a63f3df5ab282978675f6f581bec43a..0dfc1ee43a2f2484343186469717646b942c0a89 100644 --- a/landing/lenses/400760.json +++ b/landing/lenses/400760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -387,7 +387,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -441,8 +441,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -452,7 +452,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -469,7 +469,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402030.json b/landing/lenses/402030.json index 50cefe90bc35f35564d946e5c4507a2204657730..be6245539db167443ce233d9785a61f9df229a1d 100644 --- a/landing/lenses/402030.json +++ b/landing/lenses/402030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402340.json b/landing/lenses/402340.json index 34ecf96f6fefa44a00bb290a8fed90e6b0a720bd..010ae703bb60151093faed792a98eae7a27486b1 100644 --- a/landing/lenses/402340.json +++ b/landing/lenses/402340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402490.json b/landing/lenses/402490.json index eb7f0934374799538653b67f225760d41439d37c..8b0929ba439398168a98ae5df6ea7677a982e431 100644 --- a/landing/lenses/402490.json +++ b/landing/lenses/402490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 29.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1360,12 +1360,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2918b8ce101b", + "target": "402490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/403360.json b/landing/lenses/403360.json index dd53ba5d2df69c6e2fef8c5b6406f746550d88b6..22167b3ab6f32933b85f0cb9f9e7cd7662c16d3b 100644 --- a/landing/lenses/403360.json +++ b/landing/lenses/403360.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/403490.json b/landing/lenses/403490.json index e7ca62afcd47f72f69ddaceb309cba0bb1e7465f..a0b2060301d1d404824c62b31a11d0e3e479f040 100644 --- a/landing/lenses/403490.json +++ b/landing/lenses/403490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -591,12 +591,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 필수소비재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 28.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 28.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -770,14 +770,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-05", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -923,7 +923,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.64, + "score": -0.645, "direction": "negative", "sourceRef": "expectation.score" }, @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-05", "period": "2025", "status": "derived", @@ -985,7 +985,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-08-05", "period": "2025", "status": "observed", @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,10 +1123,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403550.json b/landing/lenses/403550.json index cf84497fa6b5d56085a9d3db3f4b8fc291e420b3..05b0a58d90b9abdef9fc9f6ed02a2726113a72b4 100644 --- a/landing/lenses/403550.json +++ b/landing/lenses/403550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403850.json b/landing/lenses/403850.json index 9b857061d09b2453a985bdda0ca12157879eff12..621062cfe80237c9cd0542d36ddbdece8853bdc7 100644 --- a/landing/lenses/403850.json +++ b/landing/lenses/403850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403870.json b/landing/lenses/403870.json index de1401dbe07bc122ea17c78b4c7625a43c369158..074ad97b3c13d046379a8eb548d04afd2f7c52a7 100644 --- a/landing/lenses/403870.json +++ b/landing/lenses/403870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -900,10 +900,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -914,7 +914,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/404990.json b/landing/lenses/404990.json index 3172ea580d0d97a439a49b18ed2cacc18bb7945a..7a8b36200d0e072bb2cfa013411fd876a8a41152 100644 --- a/landing/lenses/404990.json +++ b/landing/lenses/404990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -361,19 +361,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -387,8 +387,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -432,17 +432,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -452,7 +452,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -469,7 +469,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -503,13 +503,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -518,7 +518,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405000.json b/landing/lenses/405000.json index b2c0ecd2c7ed1b713fd44f685b0aa23f0ae88d46..f08cee833a22391ec4fe58d5f7d71df0f1c04307 100644 --- a/landing/lenses/405000.json +++ b/landing/lenses/405000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 251.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 334.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -907,19 +907,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,12 +1309,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5d11c59872b3", + "target": "405000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/405100.json b/landing/lenses/405100.json index 7380cc23b3ccef6999e5a8a3df8aeb035b6df15f..6dce5608e620200ebc40308333f18286a0def194 100644 --- a/landing/lenses/405100.json +++ b/landing/lenses/405100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,10 +1053,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405920.json b/landing/lenses/405920.json index 182800925b2494cd40a6ff40b17dfeca72f233f9..f478b8416fb0acbf087527cd53975396b702d68d 100644 --- a/landing/lenses/405920.json +++ b/landing/lenses/405920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.48%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -895,19 +895,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,17 +974,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1047,13 +1047,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1062,7 +1062,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/406820.json b/landing/lenses/406820.json index c9241ed6719772baf18ede4a5509886aca5418d4..2d3c1b8af9b1ad4970d43b2af47de85850d413d2 100644 --- a/landing/lenses/406820.json +++ b/landing/lenses/406820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 61.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,10 +978,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/407400.json b/landing/lenses/407400.json index 8ce88914355dd5e5c5826a48b89c40bb6e376da5..68307c7eafe4415360f565ffe56f965018543a30 100644 --- a/landing/lenses/407400.json +++ b/landing/lenses/407400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -907,19 +907,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408470.json b/landing/lenses/408470.json index ad4f7f7a08b5bacfa1e0eebdc30c2047ba0678c8..88a84d9ecdbf38ab3c73ed292ec5d1685b5f24b9 100644 --- a/landing/lenses/408470.json +++ b/landing/lenses/408470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -345,14 +345,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -472,10 +472,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -491,8 +491,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -504,8 +504,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -522,10 +522,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -535,7 +535,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -544,7 +544,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -654,7 +654,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -662,7 +662,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408900.json b/landing/lenses/408900.json index 58c0c78cb39a2229c56c7d56ceb7328885be47d7..678da170e382c1809c05cc7ee3afa47910863f20 100644 --- a/landing/lenses/408900.json +++ b/landing/lenses/408900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -823,19 +823,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -856,8 +856,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -902,17 +902,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -981,7 +981,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -990,7 +990,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408920.json b/landing/lenses/408920.json index 2de0d7d36c47c7b2e555eaf0963bbf832779d4f8..ed9dfb7a6bba57ba8ef77c5577115105306a92df 100644 --- a/landing/lenses/408920.json +++ b/landing/lenses/408920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/411080.json b/landing/lenses/411080.json index 2f1ecd85e2281c5125bf5e059e94198ea6ae4cee..202e3bbc0bec3b5e1112730c9288737ef6a552ee 100644 --- a/landing/lenses/411080.json +++ b/landing/lenses/411080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,7 +702,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -717,14 +717,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -844,10 +844,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -916,7 +916,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1003,10 +1003,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1026,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412350.json b/landing/lenses/412350.json index a48972c337700b6268229008895a93679bb3f213..1666b0fdfef1079a21f342e94cc228bbe8d5a0dc 100644 --- a/landing/lenses/412350.json +++ b/landing/lenses/412350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,12 +598,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 20.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 26.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412540.json b/landing/lenses/412540.json index e303d1dbead8d99e3aed9fdf1fc7d2d09a918883..ef3d8f9acf179f97d012e3811cc2795f627886b6 100644 --- a/landing/lenses/412540.json +++ b/landing/lenses/412540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,7 +760,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2025", "status": "derived", @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413390.json b/landing/lenses/413390.json index 5cf83b2584cb9b8e210c7038cc302f330b5ca6a1..2b614d0dd84e0358c5846238ef4da83612f4b57a 100644 --- a/landing/lenses/413390.json +++ b/landing/lenses/413390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413630.json b/landing/lenses/413630.json index 30fc62e80b5f0bee33a068f495fc07d466a506f5..f8b58d450187fc637deedaff5024086e875604a6 100644 --- a/landing/lenses/413630.json +++ b/landing/lenses/413630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413640.json b/landing/lenses/413640.json index 79eaf075b5157d9e65a5b74af3317bab035999e4..b0da12455c25e4d7de553a5c543fb7cf8ad87cb2 100644 --- a/landing/lenses/413640.json +++ b/landing/lenses/413640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415380.json b/landing/lenses/415380.json index 6b45d71f9a81331260b31e98b0e5e17b5295b318..49f3bfc527372c3893b5b670a4c104ff22bd1c34 100644 --- a/landing/lenses/415380.json +++ b/landing/lenses/415380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415640.json b/landing/lenses/415640.json index 6331296940b9b4d0faf26505e2c0a8e3da861bf5..464aceb3963cf5366fbcf62b58df3eb4e02377ff 100644 --- a/landing/lenses/415640.json +++ b/landing/lenses/415640.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/416180.json b/landing/lenses/416180.json index 9da8cafde62cb6e73deacaacdc3bdb41fe592ba1..94e5c06410d7004bfbfd3bf528a4edc9d82d8945 100644 --- a/landing/lenses/416180.json +++ b/landing/lenses/416180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -960,19 +960,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,17 +1039,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,88 +1369,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5cdc17f82c78", - "target": "416180", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/417010.json b/landing/lenses/417010.json index c60caa943ef3b59bad984684189eefb9efb32b18..a29575d6ec4cd374fc4ead07cb9e7e97bf4eae26 100644 --- a/landing/lenses/417010.json +++ b/landing/lenses/417010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 52.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,14 +694,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.99, + "score": 52.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.66, + "score": 53.09, "assumptions": { "scenarioStress": "moderate" } @@ -765,6 +765,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 104.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -780,14 +781,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -907,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -940,8 +941,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,7 +954,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +974,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,10 +994,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1007,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1031,7 +1032,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1106,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,10 +1125,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1142,10 +1143,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1188,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417180.json b/landing/lenses/417180.json index 2c5ef522ac9a91510023ec72fee6e3a6b659e287..4daaef66de3bba242cd21830a502f17ee79fc3ac 100644 --- a/landing/lenses/417180.json +++ b/landing/lenses/417180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417200.json b/landing/lenses/417200.json index 2661eda9cb4e10676f4d66832f7cb5ee6634675b..fb243223659b6559e637481890ead7ee58a70bb6 100644 --- a/landing/lenses/417200.json +++ b/landing/lenses/417200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,12 +593,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -899,19 +899,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,17 +978,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1057,7 +1057,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1066,7 +1066,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417500.json b/landing/lenses/417500.json index 88337adc17df8c79057f7628f1b0b08b6bbc2dbb..4a00ea22acd47793c0ca71f2f4feb2937c7f5eaa 100644 --- a/landing/lenses/417500.json +++ b/landing/lenses/417500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417790.json b/landing/lenses/417790.json index 8ee29a78320d2d3cbae8455aac899c8e07a775d9..28035a01e5d74ac256f30843756e267fdb15e3fa 100644 --- a/landing/lenses/417790.json +++ b/landing/lenses/417790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417840.json b/landing/lenses/417840.json index 7c612a59d70952bea9f91261fc4d883388317118..96f3446f2d9ee09bc1c198d5e4f8d49505926574 100644 --- a/landing/lenses/417840.json +++ b/landing/lenses/417840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -976,19 +976,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,15 +1002,15 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": 0.675, + "score": 0.68, "direction": "positive", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1128,13 +1128,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1143,7 +1143,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417860.json b/landing/lenses/417860.json index 9d703004bb0a3cfd206d8e6a89b28debf838371e..c96f01589b858b6ad1b3a7b5fde27e18c55c5908 100644 --- a/landing/lenses/417860.json +++ b/landing/lenses/417860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -588,14 +588,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -715,10 +715,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -787,7 +787,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417970.json b/landing/lenses/417970.json index 0785d6e61dc9695e5f69f6b24e82e2574b5a2020..4ccdc5d31f97b1ab9465043a6f951371f39c6cba 100644 --- a/landing/lenses/417970.json +++ b/landing/lenses/417970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,7 +825,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,10 +1053,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418250.json b/landing/lenses/418250.json index 84a5249b94c0ae0e85b4f7435fd8b4127ec4b04f..e3e3fddd3efce1752eadf511e5ac031d31f5bbd2 100644 --- a/landing/lenses/418250.json +++ b/landing/lenses/418250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -409,20 +409,10 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -438,7 +428,7 @@ "label": "유동성", "value": 44.64, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 15, "contribution": 6.7, "sourceRef": "axes.유동성" @@ -459,13 +449,6 @@ "sourceRef": "dartlab://credit/418250/axes/유동성", "status": "derived", "detail": "위험점수 44.64, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/418250/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -488,6 +471,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -515,11 +504,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -549,11 +533,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -571,14 +555,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -698,10 +682,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -786,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -805,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -828,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -836,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -955,6 +939,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/418420.json b/landing/lenses/418420.json index fa3c977bd7af0f6999157bb72e61e3ae66d8924f..d9e981cc1a5042a2c6da97a686235ee2daf8d8d2 100644 --- a/landing/lenses/418420.json +++ b/landing/lenses/418420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 140.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418470.json b/landing/lenses/418470.json index b9f0b641ea1ffa39435887d16943c8a924096569..dde49d1634e1c409133abfc5c46774aead3f6581 100644 --- a/landing/lenses/418470.json +++ b/landing/lenses/418470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -713,7 +713,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -726,8 +726,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -757,7 +757,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -766,7 +766,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -898,10 +898,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418550.json b/landing/lenses/418550.json index 6d9945b8a996529f57448d7bad1bc4dd572a8136..97f705ed20aaf2141520d86fffd08bbcb70cf961 100644 --- a/landing/lenses/418550.json +++ b/landing/lenses/418550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -770,10 +770,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418620.json b/landing/lenses/418620.json index 804732a92c4e21e1fae9b47d07ed0bf1e1f8d346..0eb32a337714bed906770ae87f8b6332b2662446 100644 --- a/landing/lenses/418620.json +++ b/landing/lenses/418620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 564.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 603.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419050.json b/landing/lenses/419050.json index 3816628fea4256fc836a1ed6c9b02872f021203a..208c162b71dfe0533162e6a5e168a7f8fe5046ec 100644 --- a/landing/lenses/419050.json +++ b/landing/lenses/419050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 11.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419080.json b/landing/lenses/419080.json index 0cfbee9e41941af024d79f4b5b34e823f9975027..165631fed301c19cef9978b9b79189d35869a151 100644 --- a/landing/lenses/419080.json +++ b/landing/lenses/419080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -870,8 +870,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -890,8 +890,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -910,7 +910,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -997,10 +997,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1020,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1028,7 +1028,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419120.json b/landing/lenses/419120.json index e904b7aac6948fcf66a50eb63e7e6b264692c4a3..b136987adaed03470cffe1e4aebdde1891c7ac48 100644 --- a/landing/lenses/419120.json +++ b/landing/lenses/419120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -560,18 +560,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.28, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 10.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,12 +661,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 양호한 수준이다.", + "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,7 +711,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/419120/axes/자본구조", "status": "derived", - "detail": "위험점수 2.42, 가중치 20%" + "detail": "위험점수 2.82, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -756,14 +756,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.28, + "score": 10.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 13.11, + "score": 13.28, "assumptions": { "scenarioStress": "moderate" } @@ -796,25 +796,25 @@ "gradeHistory": [ { "period": "2026", - "score": 7.67, - "grade": "AA", - "pdEstimate": 0.02 + "score": 8.28, + "grade": "AA-", + "pdEstimate": 0.03 }, { "period": "2025", - "score": 12.26, + "score": 12.5, "grade": "A+", "pdEstimate": 0.04 }, { "period": "2024", - "score": 15.75, - "grade": "A", - "pdEstimate": 0.06 + "score": 16.05, + "grade": "A-", + "pdEstimate": 0.08 }, { "period": "2023", - "score": 5.29, + "score": 5.45, "grade": "AA", "pdEstimate": 0.02 } @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419530.json b/landing/lenses/419530.json index e39eb77a5266245bf01cce2c654c705a6bbf8f85..06770df0570a73230108f25bb46ba89aab1e8d6a 100644 --- a/landing/lenses/419530.json +++ b/landing/lenses/419530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1355,15 +1355,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/419540.json b/landing/lenses/419540.json index e8993b3f9521bf3dcbdb4805f6fd6904d17e7da2..c88d83f3368d23c076c8bfcdcecfb404e00f942e 100644 --- a/landing/lenses/419540.json +++ b/landing/lenses/419540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -440,14 +440,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -567,10 +567,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -586,8 +586,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -599,8 +599,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -617,10 +617,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -630,7 +630,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -639,7 +639,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -726,10 +726,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420570.json b/landing/lenses/420570.json index 9ec144c13bce30ff66f9b6eab064fbab0ea3226a..b50b4b806db61e41dae47249a9557e08b40036ab 100644 --- a/landing/lenses/420570.json +++ b/landing/lenses/420570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420770.json b/landing/lenses/420770.json index cb7118aa62e3848dbc476f260ee9f5c58b9e2d7b..2ca674a920a48c264972c9329b95117bc12decff 100644 --- a/landing/lenses/420770.json +++ b/landing/lenses/420770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424760.json b/landing/lenses/424760.json index 6a9a4a2067531cefb53ae8ac81f5ad3c6481a6c1..a2a3363266c3b232f3ef557b482f8b3a6242a0da 100644 --- a/landing/lenses/424760.json +++ b/landing/lenses/424760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424870.json b/landing/lenses/424870.json index 43fe0ff1848dd0595b94838209d84304f66fd8a4..2688015cfcd06a7690c0ffae7b820671066ae547 100644 --- a/landing/lenses/424870.json +++ b/landing/lenses/424870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424960.json b/landing/lenses/424960.json index 87b70bb235a48b0a70493b8ad0a8907abfd4bdd0..70ab1e23d55167d68d5cfabaff916a428baff0d2 100644 --- a/landing/lenses/424960.json +++ b/landing/lenses/424960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 19.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 21.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424980.json b/landing/lenses/424980.json index 892981350cea838dd86142499611286dd90f2e25..9727c2e6fd394127f1adffab33c6318d9f87c18a 100644 --- a/landing/lenses/424980.json +++ b/landing/lenses/424980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -773,7 +773,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -841,10 +841,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -860,10 +860,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,10 +887,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425040.json b/landing/lenses/425040.json index fa554c2c58a50f0fcd150dc15821776b1ac7396c..f33eb6899b2952666ef679e59d9384e5b447a458 100644 --- a/landing/lenses/425040.json +++ b/landing/lenses/425040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,7 +832,7 @@ "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,10 +1060,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425420.json b/landing/lenses/425420.json index 592392f58f8005824b98c4d2d17ade82242249de..49d20eef2763dd4ada497172639989a998cf9e2c 100644 --- a/landing/lenses/425420.json +++ b/landing/lenses/425420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -560,18 +560,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 10.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,12 +661,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", + "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,14 +704,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/425420/axes/채무상환능력", "status": "derived", - "detail": "위험점수 7.54, 가중치 25%" + "detail": "위험점수 7.18, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/425420/axes/자본구조", "status": "derived", - "detail": "위험점수 2.38, 가중치 20%" + "detail": "위험점수 3.06, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -756,14 +756,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.1, + "score": 10.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.86, + "score": 12.26, "assumptions": { "scenarioStress": "moderate" } @@ -791,25 +791,25 @@ "gradeHistory": [ { "period": "2026", - "score": 1.14, + "score": 1.89, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 4.97, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 5.06, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2024", - "score": 16.96, + "score": 17.63, "grade": "A-", "pdEstimate": 0.08 }, { "period": "2023", - "score": 1.15, + "score": 1.36, "grade": "AAA", "pdEstimate": 0.0 } @@ -846,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -973,19 +973,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1125,13 +1125,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1140,7 +1140,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/429270.json b/landing/lenses/429270.json index e87544010cac4e45de003ab9316332e91fa922c2..416c52e9f233bfa7268389cdbc9aa774633acfb6 100644 --- a/landing/lenses/429270.json +++ b/landing/lenses/429270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -326,13 +326,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -487,14 +487,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -633,8 +633,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,10 +664,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -677,7 +677,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -686,7 +686,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -754,10 +754,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -773,10 +773,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -800,10 +800,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -838,7 +838,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/430690.json b/landing/lenses/430690.json index ed619bb87ee1e57635aae1e416c09d1dcfff3469..bf418537a5b2f9e43ef1636669097596cf2810d2 100644 --- a/landing/lenses/430690.json +++ b/landing/lenses/430690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 10.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,8 +1306,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/431190.json b/landing/lenses/431190.json index 04ae18fa50f16ea69b1d767409996cb392dab939..8a89d60f1c058dae060036cb56c2a2db8f2fc0b3 100644 --- a/landing/lenses/431190.json +++ b/landing/lenses/431190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -370,7 +370,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -389,7 +389,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -408,7 +408,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -427,7 +427,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "divergenceExplanation": [ "현금흐름 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -576,14 +576,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -775,7 +775,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -843,10 +843,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -862,10 +862,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432430.json b/landing/lenses/432430.json index 48af6bf99351aa69425e998d435a74ca437a0382..bd8bee104cbe3e59632a0db80be7fb67802c6040 100644 --- a/landing/lenses/432430.json +++ b/landing/lenses/432430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -681,14 +681,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -854,7 +854,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -874,8 +874,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -932,7 +932,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1007,10 +1007,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432470.json b/landing/lenses/432470.json index 276f41b0a67ba4a755dd5effc501978f128534c8..17f1ac507fece467cc63f579521d6246101a8b59 100644 --- a/landing/lenses/432470.json +++ b/landing/lenses/432470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.54, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.26, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,15 +686,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.54, + "grade": "dCR-BBB-", + "score": 30.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 33.79, + "grade": "dCR-BBB-", + "score": 30.47, "assumptions": { "scenarioStress": "moderate" } @@ -747,12 +747,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 8.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,12 +1303,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2f20d28c9cc3", + "target": "432470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/432720.json b/landing/lenses/432720.json index 7001cf90aef10d1b321974ec9c884a6f3c90c180..ab6e64f2efed20f6e37fcec7377a732260080fef 100644 --- a/landing/lenses/432720.json +++ b/landing/lenses/432720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,8 +596,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -616,7 +616,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -684,10 +684,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -730,10 +730,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432980.json b/landing/lenses/432980.json index 3c0418bf632d580b322e076221c59b1c22aca6d5..1dcde5c974f3403d5cbb2c15a606ddfdd392e09c 100644 --- a/landing/lenses/432980.json +++ b/landing/lenses/432980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,22 +263,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 3.71, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 0.74, "sourceRef": "axes.자본구조" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/432980/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/432980/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -856,6 +840,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/434480.json b/landing/lenses/434480.json index f719a89a647a92035b003de05579d66e22c89a41..127c0fc8b690081a14f6b256c1d45cacb65919f9 100644 --- a/landing/lenses/434480.json +++ b/landing/lenses/434480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -924,14 +924,14 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.155, + "score": -0.16, "direction": "neutral", "sourceRef": "expectation.score" }, { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/435570.json b/landing/lenses/435570.json index ee13cf4c7a3f9370927052e35fb7a5df0c90da18..8c8e51b6f312ed8a9eb2afe5b0ab412c2800f5a9 100644 --- a/landing/lenses/435570.json +++ b/landing/lenses/435570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -315,20 +315,10 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -344,7 +334,7 @@ "label": "유동성", "value": 49.94, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 15, "contribution": 7.49, "sourceRef": "axes.유동성" @@ -365,13 +355,6 @@ "sourceRef": "dartlab://credit/435570/axes/유동성", "status": "derived", "detail": "위험점수 49.94, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/435570/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -394,6 +377,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -421,11 +410,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -443,11 +427,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -465,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -624,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +628,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -751,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +762,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -792,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -816,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1005,6 +989,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/437730.json b/landing/lenses/437730.json index 0a5ed6fb7b472d07fcd554c02d3f9d7518c319ca..d9e51bde8cd8fce5c64a6574027a0f781ff72f2c 100644 --- a/landing/lenses/437730.json +++ b/landing/lenses/437730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/438700.json b/landing/lenses/438700.json index f9b91b71fe53a1a44fdc614458e5b05bc12f6e67..dcec37e9224684f7f861d8128dbe6fa489477952 100644 --- a/landing/lenses/438700.json +++ b/landing/lenses/438700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -913,8 +913,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -944,10 +944,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -957,7 +957,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -966,7 +966,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1053,10 +1053,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439090.json b/landing/lenses/439090.json index c570e3fe6a821dcc89bbcf7542c0027501dd5e5e..344f07e88ca3cf103b521d2ebe52160bc86a1da7 100644 --- a/landing/lenses/439090.json +++ b/landing/lenses/439090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,8 +1407,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/439260.json b/landing/lenses/439260.json index 25a60bdefffda9d62774920585deb6e0883376ab..b5788a5d8d277765c0ecfb74e60e182057b2d009 100644 --- a/landing/lenses/439260.json +++ b/landing/lenses/439260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -253,25 +253,25 @@ "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.유동성", - "label": "유동성", - "value": 1.66, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.25, - "sourceRef": "axes.유동성" - }, { "id": "axis.자본구조", "label": "자본구조", - "value": 2.27, + "value": 0.94, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.45, + "contribution": 0.19, "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 3.31, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.5, + "sourceRef": "axes.유동성" } ], "claims": [], @@ -281,14 +281,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/439260/axes/자본구조", "status": "derived", - "detail": "위험점수 2.27, 가중치 20%" + "detail": "위험점수 0.94, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/439260/axes/유동성", "status": "derived", - "detail": "위험점수 1.66, 가중치 15%" + "detail": "위험점수 3.31, 가중치 15%" } ], "assumptions": [], @@ -355,7 +355,7 @@ "gradeHistory": [ { "period": "2026", - "score": 3.93, + "score": 4.25, "grade": "AA+", "pdEstimate": 0.01 } @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439580.json b/landing/lenses/439580.json index f60db6f7b92440b610edffa14f3cbf78e32f2d9c..95fdc34c7339484977ec308fee95bf3be5759bc1 100644 --- a/landing/lenses/439580.json +++ b/landing/lenses/439580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439960.json b/landing/lenses/439960.json index 168bcc6b4a794ee2a818a1f2a593395860cd6838..3e0c9be10c0ff24431bb11d1ba6d4edb90b2f994 100644 --- a/landing/lenses/439960.json +++ b/landing/lenses/439960.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/440110.json b/landing/lenses/440110.json index 68e24c3f63c2af8c92abe27a8dcf61e192558100..88fa41de95ce5f4c733e565c0a8cb7832e7a25a4 100644 --- a/landing/lenses/440110.json +++ b/landing/lenses/440110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -951,8 +951,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440290.json b/landing/lenses/440290.json index 9f46903ddf851cda0cffa9333db51b24017179b0..6ae84e7bedeaa315f386e07db0fb1874ff3116f1 100644 --- a/landing/lenses/440290.json +++ b/landing/lenses/440290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -348,14 +348,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -475,10 +475,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -494,8 +494,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -507,8 +507,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -525,10 +525,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -538,7 +538,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -547,7 +547,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -634,10 +634,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -665,7 +665,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440320.json b/landing/lenses/440320.json index 8c23a4c26b6258e2bd05cc84134e5b6913e75af9..606e80235a3433000fb9ac51bda82d4b499a2d0b 100644 --- a/landing/lenses/440320.json +++ b/landing/lenses/440320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -417,13 +417,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -485,7 +485,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,14 +695,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -822,19 +822,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -855,8 +855,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -868,7 +868,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -888,8 +888,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -901,17 +901,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -921,7 +921,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -946,7 +946,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -980,7 +980,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -989,7 +989,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1021,10 +1021,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1044,7 +1044,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,88 +1231,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:40ec5cbf37c8", - "target": "440320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/441270.json b/landing/lenses/441270.json index 66d3bc2bbc853a4599af9fb89636ed9c5853196b..bae502fa6604aaffb679c1f11d0da7e176c2ea93 100644 --- a/landing/lenses/441270.json +++ b/landing/lenses/441270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,7 +826,7 @@ "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 12.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 20.38%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443060.json b/landing/lenses/443060.json index 6d22562a1481279d31d23dbadf9f120a7b9f748f..e3d026e4b8108ace59176957ca0fb7bb88128580 100644 --- a/landing/lenses/443060.json +++ b/landing/lenses/443060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -920,10 +920,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -942,7 +942,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443250.json b/landing/lenses/443250.json index 344c96ddbdf0a8f0bb1eacf085cb314f0720cc80..a21d4098bb34c0abeaad7cd8d66c0930f6c1beee 100644 --- a/landing/lenses/443250.json +++ b/landing/lenses/443250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,15 +950,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,12 +1359,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:686b37cc821c", + "target": "443250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.716 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/443670.json b/landing/lenses/443670.json index 7b9542293ec969df45b486d2ba71d989cfca94c6..0d2a4a4326573825d6ef969a7c05c08a1d4b7063 100644 --- a/landing/lenses/443670.json +++ b/landing/lenses/443670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444530.json b/landing/lenses/444530.json index 5fc121f76ed5a2bef016b5f4ecef60d254ec8c7d..2a04708ed2d588d34b808d0911d778b2907a2fd0 100644 --- a/landing/lenses/444530.json +++ b/landing/lenses/444530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -266,11 +266,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 1.76, + "value": 2.52, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.35, + "contribution": 0.5, "sourceRef": "axes.자본구조" } ], @@ -281,7 +281,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/444530/axes/자본구조", "status": "derived", - "detail": "위험점수 1.76, 가중치 20%" + "detail": "위험점수 2.52, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -355,7 +355,7 @@ "gradeHistory": [ { "period": "2026", - "score": 1.76, + "score": 2.52, "grade": "AAA", "pdEstimate": 0.0 } @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444920.json b/landing/lenses/444920.json index d7394d3b724850c2260ee92fcdd71542a7d53876..8669b0adfe74bf99c1d87dbc1f9a716337308499 100644 --- a/landing/lenses/444920.json +++ b/landing/lenses/444920.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/445090.json b/landing/lenses/445090.json index 9621a8973f1a4aa0c6d3faf9bcae4a9403755d6c..09cd53505889557382ff2ce8a9af32740948b107 100644 --- a/landing/lenses/445090.json +++ b/landing/lenses/445090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -916,7 +916,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.21, + "score": -0.215, "direction": "negative", "sourceRef": "expectation.score" }, @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,10 +1116,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445180.json b/landing/lenses/445180.json index eb4c106211181527c843ffe9faa60f4f429634d5..d2c8225eb3d070079401a19fb5d0a85da0a9f21a 100644 --- a/landing/lenses/445180.json +++ b/landing/lenses/445180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445680.json b/landing/lenses/445680.json index a86c3ac625d7ee374e419e37846f90b74678546f..de5e19fc15dfd9adb742235340bba9b917e146a5 100644 --- a/landing/lenses/445680.json +++ b/landing/lenses/445680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -807,19 +807,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -840,8 +840,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -886,17 +886,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -965,7 +965,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -974,7 +974,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446070.json b/landing/lenses/446070.json index e72aa3d5c6dbe4d75b9a3bbc549c8000bde9ae0c..3a7c7ab5245f25714a56f1eb77187a526bfb1fc0 100644 --- a/landing/lenses/446070.json +++ b/landing/lenses/446070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446150.json b/landing/lenses/446150.json index a5a69375aa0981eeebc4e90d4999bf5ee5b71483..1219998b7e29dd29362fe816f1bc90583e56b8a5 100644 --- a/landing/lenses/446150.json +++ b/landing/lenses/446150.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/446540.json b/landing/lenses/446540.json index 881fb29aa8486013568ffef97cbab0fbc2f5ae7e..9198452e9a7b31672534645c41c930f775de775b 100644 --- a/landing/lenses/446540.json +++ b/landing/lenses/446540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446840.json b/landing/lenses/446840.json index be6e10b4e5691c4e0164d2cbf5541c5335e3b3b3..bcf38cd8d2e3c43eb7ebed7cd785362476590fcf 100644 --- a/landing/lenses/446840.json +++ b/landing/lenses/446840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -312,13 +312,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -489,14 +489,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -648,8 +648,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -666,10 +666,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -679,7 +679,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -688,7 +688,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -775,10 +775,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448280.json b/landing/lenses/448280.json index 76ace870725ec690f5a5a4dd9d3d9f9222408ec0..63c8205e7635554e0ba99b5329251093dfc3c3b2 100644 --- a/landing/lenses/448280.json +++ b/landing/lenses/448280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -984,7 +984,7 @@ { "id": "expectation", "label": "시장 기대 프록시", - "score": -0.035, + "score": -0.04, "direction": "neutral", "sourceRef": "expectation.score" }, @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448710.json b/landing/lenses/448710.json index c25c3afba7eb1435c34b7e69788a1f60006a854b..9a4d85e2bd444420fdc7e0f10be14028fcef87dd 100644 --- a/landing/lenses/448710.json +++ b/landing/lenses/448710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -556,14 +556,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -715,8 +715,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -733,10 +733,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -746,7 +746,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -755,7 +755,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -842,10 +842,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448830.json b/landing/lenses/448830.json index 9b37c03ef6a1ab4c093fa04e7397a4b1f1b7cf68..4268679f2389cf2c1229c689dab88bdd857d6192 100644 --- a/landing/lenses/448830.json +++ b/landing/lenses/448830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023Q4", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,14 +236,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-17", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-17", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-17", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -544,10 +544,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -562,10 +562,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -576,7 +576,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -584,7 +584,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -600,7 +600,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -616,7 +616,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448900.json b/landing/lenses/448900.json index bcd13dd1a2072c6c128ce662685f9eb6f70b3a84..9dffe0386f8837ccbe19eebfd147c80735738a35 100644 --- a/landing/lenses/448900.json +++ b/landing/lenses/448900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450050.json b/landing/lenses/450050.json index 38c58e375f2c7a46d1ff2b646ac6bef40b47513d..cca0f671fc9096a12c1d5770ad4aee9430a3b29d 100644 --- a/landing/lenses/450050.json +++ b/landing/lenses/450050.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-28", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-28", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-28", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450080.json b/landing/lenses/450080.json index a0a3f947ee8fa0847bb8f642540f051a08d6d9fb..aa3964a4e7252c1b35bc13457befb9c15f64d711 100644 --- a/landing/lenses/450080.json +++ b/landing/lenses/450080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -510,7 +510,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -527,14 +527,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -668,8 +668,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -699,10 +699,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -712,7 +712,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -721,7 +721,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -835,10 +835,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -853,10 +853,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -867,7 +867,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -875,7 +875,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450140.json b/landing/lenses/450140.json index a3d2e2536b39db09c6de3360fdc6a703d17bf65b..d0f59ad4512ef6c875efa51694a67cc79e611945 100644 --- a/landing/lenses/450140.json +++ b/landing/lenses/450140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -143,7 +143,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -184,7 +184,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -225,7 +225,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -266,7 +266,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,7 +815,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 19.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 21.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-12", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-12", "period": "2025", "status": "derived", @@ -1041,7 +1041,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025-12-12", "period": "2025", "status": "observed", @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450330.json b/landing/lenses/450330.json index 8c229b174be7c7505dfa8ca3a8bc0d42f85698eb..4afc02bc5f0ae360aeaaf2010f17096dac3d7c1d 100644 --- a/landing/lenses/450330.json +++ b/landing/lenses/450330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -558,7 +558,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -733,7 +733,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1152,7 +1152,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1170,15 +1170,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/450520.json b/landing/lenses/450520.json index 076258004253fa772098c16c9506fb9f842de361..f1688a2fa6f01ee3532065cdc53e1ba0416ba55a 100644 --- a/landing/lenses/450520.json +++ b/landing/lenses/450520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1332,7 +1332,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1350,15 +1350,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/450940.json b/landing/lenses/450940.json index f573928ab53bb75caa44f2e3bc0fa976ef8ed962..80eead94872924cbf0dbb258aa54fa8f5a78608f 100644 --- a/landing/lenses/450940.json +++ b/landing/lenses/450940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-04", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-04", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-04", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450950.json b/landing/lenses/450950.json index 6e06dd5750104229f49f747727c23b902c8ce74e..3ab33275323f0ee009d55dba33bf1a04936864ec 100644 --- a/landing/lenses/450950.json +++ b/landing/lenses/450950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -566,14 +566,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -693,19 +693,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -726,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -772,17 +772,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -851,7 +851,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -860,7 +860,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1115,12 +1115,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:44b8e3327be8", + "target": "450950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/451220.json b/landing/lenses/451220.json index 275e5737eda312627c494f82a4591ad2de30ddb4..8120521e3f9c81acc49401ca54bc8e75886ddacf 100644 --- a/landing/lenses/451220.json +++ b/landing/lenses/451220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -898,19 +898,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -931,8 +931,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1056,7 +1056,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1065,7 +1065,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,12 +1307,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0c13429e054d", + "target": "451220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/451250.json b/landing/lenses/451250.json index e6755818d567fa2770418c8ee731c0f27031e0a7..83465f1b27500289ecccdc6fe32b666ba6192495 100644 --- a/landing/lenses/451250.json +++ b/landing/lenses/451250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1364,7 +1364,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1386,7 +1386,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1404,8 +1404,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/451700.json b/landing/lenses/451700.json index e5d56484f9aa588bd3b59506d9dccaca3804cb11..3d62aea54c5cbf6089889feadbc1dc738c7ce169 100644 --- a/landing/lenses/451700.json +++ b/landing/lenses/451700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-15", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-15", "period": null, "status": "derived", @@ -667,7 +667,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-15", "period": null, "status": "observed", @@ -755,10 +755,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -774,10 +774,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,10 +801,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -819,10 +819,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -841,7 +841,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -857,7 +857,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451760.json b/landing/lenses/451760.json index 973aaca6eea526cd144c71f0775ff9e6302edc76..541d84e1f1ff925b3a6a5b3fe6352bfe8e1cb9f1 100644 --- a/landing/lenses/451760.json +++ b/landing/lenses/451760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.35, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 34.75, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -523,11 +523,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 6.46, + "value": 7.86, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 1.29, + "contribution": 1.57, "sourceRef": "axes.자본구조" }, { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,12 +592,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/451760/axes/자본구조", "status": "derived", - "detail": "위험점수 6.46, 가중치 20%" + "detail": "위험점수 7.86, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -686,14 +686,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.35, + "score": 34.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.82, + "score": 35.31, "assumptions": { "scenarioStress": "moderate" } @@ -721,19 +721,19 @@ "gradeHistory": [ { "period": "2026", - "score": 2.84, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 3.59, + "grade": "AA+", + "pdEstimate": 0.01 }, { "period": "2025", - "score": 42.18, + "score": 42.74, "grade": "BB-", "pdEstimate": 2.5 }, { "period": "2024", - "score": 36.06, + "score": 36.52, "grade": "BB+", "pdEstimate": 0.75 } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452160.json b/landing/lenses/452160.json index c49c7e3a1cee818e714dfe11369fd3a198b2627f..593bfe55b0d66dd178d72c9315c8abb2a96e5219 100644 --- a/landing/lenses/452160.json +++ b/landing/lenses/452160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,7 +817,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 113.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -961,19 +961,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,17 +1040,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1119,7 +1119,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1128,7 +1128,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452190.json b/landing/lenses/452190.json index 2a5f4f84dc29c1698c705709d3e8146261732a72..2984614a35eb91decb00499135a9dd3046466418 100644 --- a/landing/lenses/452190.json +++ b/landing/lenses/452190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -489,18 +489,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 23.14, 전망 부정적, 유효 축 가중치 75.0%입니다." + "summary": "dCR 위험점수 25.39, 전망 부정적, 유효 축 가중치 75.0%입니다." }, "confidence": { "level": "medium", @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,14 +683,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 23.14, + "score": 25.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 23.78, + "score": 26.03, "assumptions": { "scenarioStress": "moderate" } @@ -753,6 +753,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,19 +895,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -940,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +974,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1018,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1053,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1061,7 +1062,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1074,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1093,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,12 +1311,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f0698f1f4d56", + "target": "452190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.322 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/452200.json b/landing/lenses/452200.json index 3894472047e35dffbf3fa2455b4ab407ec052023..47b3e665aeaf128d318667a6fe3cd961fc50a899 100644 --- a/landing/lenses/452200.json +++ b/landing/lenses/452200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452260.json b/landing/lenses/452260.json index 04a69aa049b520f5be9f980e07fbc0ef98a4ca19..7b31bab93e4a1904ff2717016875926a634ff832 100644 --- a/landing/lenses/452260.json +++ b/landing/lenses/452260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1066,7 +1066,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452280.json b/landing/lenses/452280.json index 947ce1b6f660492e237b9466a5ad03558f946410..31f0ea7491d9391f0285ccd99a1ce0918e8aca07 100644 --- a/landing/lenses/452280.json +++ b/landing/lenses/452280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452300.json b/landing/lenses/452300.json index e42395065ab98bc344dfe6ded66797d07dd70ebc..44adbd6f66e0182de1e0e8eb01086849474f0208 100644 --- a/landing/lenses/452300.json +++ b/landing/lenses/452300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -367,14 +367,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -676,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -684,7 +684,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452400.json b/landing/lenses/452400.json index 9d2e0578b8904117f55a9a0fbb9c3a86b7044659..f50cf86d7dc236ec796623d9bda7f156d5358875 100644 --- a/landing/lenses/452400.json +++ b/landing/lenses/452400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452430.json b/landing/lenses/452430.json index 763c3a1280c08f4820021856beecaf3f4e222c44..381181597eae02e06e46c8a4a1708f2fc7f359c8 100644 --- a/landing/lenses/452430.json +++ b/landing/lenses/452430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452450.json b/landing/lenses/452450.json index b25e716ef0d6cc2d74c5634d0bc9574b1ae96988..92f8dabd9ae3eda6f50e7b8de5e22d9ad7033b70 100644 --- a/landing/lenses/452450.json +++ b/landing/lenses/452450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452670.json b/landing/lenses/452670.json index fe97ca827723d4f220d1c385c4bea0708eea31c3..1630341f37e483bb1a128b7c77d512b4502aeed2 100644 --- a/landing/lenses/452670.json +++ b/landing/lenses/452670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-20", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-20", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-20", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/452980.json b/landing/lenses/452980.json index 83a0b5f5c9375d2c7cf26de7ed4696dd3816ee49..2da1dbf67f4427811c6727d62e9261285f3a92c7 100644 --- a/landing/lenses/452980.json +++ b/landing/lenses/452980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-06", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-06", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-06", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453340.json b/landing/lenses/453340.json index 2e52f0d3a78626ad622eb4fb66aff85c01d62646..f1779901bb5c0d99764e7d8fe9e8da258f265a84 100644 --- a/landing/lenses/453340.json +++ b/landing/lenses/453340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -962,19 +962,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -995,8 +995,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,17 +1041,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1114,13 +1114,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1129,7 +1129,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453450.json b/landing/lenses/453450.json index 4d84d6bc62f20079d2b5dbc21352f1bf68f9fc2d..5da8fcb0a93fe0c4de92e26426c6eda8456943aa 100644 --- a/landing/lenses/453450.json +++ b/landing/lenses/453450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -402,12 +402,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -697,15 +697,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -776,17 +776,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -849,13 +849,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -864,7 +864,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -914,10 +914,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -932,10 +932,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -946,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -954,7 +954,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -962,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1260,12 +1260,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:dc18443a5249", + "target": "453450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/453860.json b/landing/lenses/453860.json index f918c0fcfc919e81fdf510008ace125781aafdb8..d6a1396626833c130604efd7fa2601566247e1f1 100644 --- a/landing/lenses/453860.json +++ b/landing/lenses/453860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/454910.json b/landing/lenses/454910.json index 899b6adf36ffe548afa3644183af183be92b09d0..40a18fbf29272645d2cb0456a1af1e6e7e7914c4 100644 --- a/landing/lenses/454910.json +++ b/landing/lenses/454910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -858,8 +858,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -878,7 +878,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -988,7 +988,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455180.json b/landing/lenses/455180.json index a2a28ca5b84f72020a80d0707948e0ce9ea247d5..af699af00548f784aae289b9c1acf7805589a4fc 100644 --- a/landing/lenses/455180.json +++ b/landing/lenses/455180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -685,10 +685,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -703,10 +703,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455250.json b/landing/lenses/455250.json index 52285e1dd2bd773077791e06e6a597a2fa9b0cd6..0e2baa18c195329d39d716248d441dee82a59a4b 100644 --- a/landing/lenses/455250.json +++ b/landing/lenses/455250.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455310.json b/landing/lenses/455310.json index 5e0bfa8d6a947e79bda8a51f5efb4b89fe6226d7..058cc05953b1f75b39b133ef7d8356659e13e5cc 100644 --- a/landing/lenses/455310.json +++ b/landing/lenses/455310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455900.json b/landing/lenses/455900.json index 17be0b67539f18f9654a83b7b720d859f010ab29..2dcd080f555ff902e187d012c2d8b9585ff8bde3 100644 --- a/landing/lenses/455900.json +++ b/landing/lenses/455900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -549,8 +549,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -580,10 +580,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -602,7 +602,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,10 +689,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455910.json b/landing/lenses/455910.json index 0b04aa7bde5cad8470d081476e9781aea00d6a01..68017667f106ce24ff42393c60ecf99899b55189 100644 --- a/landing/lenses/455910.json +++ b/landing/lenses/455910.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-03", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-03", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/456010.json b/landing/lenses/456010.json index 048fa339e7b607e6eb8303c21aa7a06050ccd151..e8bbcb60cdd6f44610a9539fb306e2cfeaa02b9f 100644 --- a/landing/lenses/456010.json +++ b/landing/lenses/456010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -620,10 +620,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -639,8 +639,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -652,8 +652,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -670,10 +670,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -692,7 +692,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -779,10 +779,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456040.json b/landing/lenses/456040.json index cf7ca2a5fb27b862b8f95175335f148310f80e57..9e9b22805c909272929d9933d96ecf806b40547b 100644 --- a/landing/lenses/456040.json +++ b/landing/lenses/456040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -552,18 +552,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 20.65, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 17.90, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,15 +746,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 20.65, + "grade": "dCR-A", + "score": 17.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 21.41, + "grade": "dCR-A", + "score": 18.62, "assumptions": { "scenarioStress": "moderate" } @@ -807,7 +807,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1193,10 +1193,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456070.json b/landing/lenses/456070.json index bd22ee883e1b4194e3a275f3d47752a76bbb9d42..af6f3cfe59d2ff11484e24eb89edf8382f136b96 100644 --- a/landing/lenses/456070.json +++ b/landing/lenses/456070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456160.json b/landing/lenses/456160.json index 0523a94af955ecf59fd80da270fd275e0c0b28d7..9554f2b52f49f1baa8747365937d3a9f01b09c64 100644 --- a/landing/lenses/456160.json +++ b/landing/lenses/456160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -251,20 +251,10 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -280,7 +270,7 @@ "label": "유동성", "value": 10.28, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 15, "contribution": 1.54, "sourceRef": "axes.유동성" @@ -301,13 +291,6 @@ "sourceRef": "dartlab://credit/456160/axes/유동성", "status": "derived", "detail": "위험점수 10.28, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/456160/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -330,6 +313,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -357,11 +346,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -385,11 +369,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -407,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -606,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -864,6 +848,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/456490.json b/landing/lenses/456490.json index 1f59a5c8900c625a28e56aa486f76b2dbcd67b8e..692453891b1f8c91d36bd523cffe64065814d9e4 100644 --- a/landing/lenses/456490.json +++ b/landing/lenses/456490.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-09", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-09", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-02-09", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457190.json b/landing/lenses/457190.json index be912233ed405979696b1c7e0473f7f9cd7b7c47..41403c1a90b3ffa2cc5d6812de09f36418c4c60c 100644 --- a/landing/lenses/457190.json +++ b/landing/lenses/457190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,8 +751,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457370.json b/landing/lenses/457370.json index ddaf2d26eb5dea2672e3990c3b81e24a6a3a12fd..db3a9ca7cc76db7e4d2de6436f1499a1e2cde0f9 100644 --- a/landing/lenses/457370.json +++ b/landing/lenses/457370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457550.json b/landing/lenses/457550.json index c89cf65b6011cd6878a03f2c7e295e841854032e..535eb022473ce1f26c44a9a40a4a93e86fe28f44 100644 --- a/landing/lenses/457550.json +++ b/landing/lenses/457550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457600.json b/landing/lenses/457600.json index 2984b7f11a9b77cc0263b7560e31b72f0793bb80..a10a2a7e40a641aa8db29d7630ced6b12c092cc5 100644 --- a/landing/lenses/457600.json +++ b/landing/lenses/457600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457630.json b/landing/lenses/457630.json index 1c5a6de45e201e468cc5477693b6c14a31fe0a5f..84d6587e3c4249393c14aebf1d35582a7edf2b52 100644 --- a/landing/lenses/457630.json +++ b/landing/lenses/457630.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457940.json b/landing/lenses/457940.json index 55235975bdc809fd267ea4fdcccf83f312c05b6c..14020c3efe41c3fcdb5e992ffcbb34ba54509ec6 100644 --- a/landing/lenses/457940.json +++ b/landing/lenses/457940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-13", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-13", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-03-13", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458350.json b/landing/lenses/458350.json index f4f33764803d513cf061ba2c76909954a2e8fa51..061d11771971467637044efd048aa318a77c3c92 100644 --- a/landing/lenses/458350.json +++ b/landing/lenses/458350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458610.json b/landing/lenses/458610.json index 4c3762b69896dbbfbb70749cad8d97f8be028cdc..18a1eef92e93458a62fbbd29d46ecf3bfa71abd7 100644 --- a/landing/lenses/458610.json +++ b/landing/lenses/458610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-02", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-02", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-02", "period": null, "status": "observed", @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458650.json b/landing/lenses/458650.json index 903aaba23df8adc11096f7ce88d27c204d74b3e9..0346215e863960102343b475ed85ffb7e71734aa 100644 --- a/landing/lenses/458650.json +++ b/landing/lenses/458650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458870.json b/landing/lenses/458870.json index 1e7bdde71544b7c13a6fab9d4d87162628007c19..e97d378bd11d3a507c5d92864ea3d78e77310f0a 100644 --- a/landing/lenses/458870.json +++ b/landing/lenses/458870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459100.json b/landing/lenses/459100.json index fc6a8954915f9fb699f01b1f378bbbab5e42b735..5bcfeb1a0cb179993a5c42964660437e1052dfa8 100644 --- a/landing/lenses/459100.json +++ b/landing/lenses/459100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459510.json b/landing/lenses/459510.json index e11411542967d9858e340fb0c2519ddb685048a6..a905bf589c1ecb4efd5fe2aa05c56a7099a97e5a 100644 --- a/landing/lenses/459510.json +++ b/landing/lenses/459510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -266,11 +266,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 49.46, + "value": 50.83, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 9.89, + "contribution": 10.17, "sourceRef": "axes.자본구조" } ], @@ -281,7 +281,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/459510/axes/자본구조", "status": "derived", - "detail": "위험점수 49.46, 가중치 20%" + "detail": "위험점수 50.83, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -355,7 +355,7 @@ "gradeHistory": [ { "period": "2026", - "score": 66.31, + "score": 67.67, "grade": "B-", "pdEstimate": 10.0 } @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459550.json b/landing/lenses/459550.json index f9d11e62e9dd964f0eb82f2544e0ab95ffb8f344..c88799cea604912323ce09d6f40ffb70252af683 100644 --- a/landing/lenses/459550.json +++ b/landing/lenses/459550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460470.json b/landing/lenses/460470.json index 88bccfc374b8ed16f6ffb1adc3a8242bd49d2f02..89ffe58571ed5b31e9b480c4425191a37f8d27c0 100644 --- a/landing/lenses/460470.json +++ b/landing/lenses/460470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460850.json b/landing/lenses/460850.json index 26517ea3eaad7e7efdbd58966715d6e29cee7dd7..d1f8964bc0b5dec40dab84dbca838c353501ee1e 100644 --- a/landing/lenses/460850.json +++ b/landing/lenses/460850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,14 +584,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -711,10 +711,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,10 +761,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -774,7 +774,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -783,7 +783,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460860.json b/landing/lenses/460860.json index cc8313f9140e2ad0ae6628a3bf2662b99fcef6d0..9a9c4f72b6fe23f2769c3389874280a03d0a12a5 100644 --- a/landing/lenses/460860.json +++ b/landing/lenses/460860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460870.json b/landing/lenses/460870.json index 2ae05fb5ffd7b00b74c259770bd643b47ff6e469..ccb9e345f4859e3d203bf1e15c838e03a6383740 100644 --- a/landing/lenses/460870.json +++ b/landing/lenses/460870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,20 +249,10 @@ }, "confidence": { "level": "blocked", - "score": 40.0, + "score": 30.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -278,7 +268,7 @@ "label": "유동성", "value": 17.27, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 15, "contribution": 2.59, "sourceRef": "axes.유동성" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/460870/axes/유동성", "status": "derived", "detail": "위험점수 17.27, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/460870/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 40.0, + "validWeight": 30.0, "totalWeight": 100.0, - "weightCoverage": 40.0 + "weightCoverage": 30.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -856,6 +840,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/460930.json b/landing/lenses/460930.json index 519727db4e4795898246edf98c23f875c7d7f92e..77e3b3b6dbb044a0d921a708f9328ccf32344e29 100644 --- a/landing/lenses/460930.json +++ b/landing/lenses/460930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -949,15 +949,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1101,13 +1101,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:06931c89496f", + "target": "460930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/460940.json b/landing/lenses/460940.json index 5b9430a6a0b1b32dee9931d2857692af578deca1..cf890e203e2aa9e9d1a55390a034b3005ea14983 100644 --- a/landing/lenses/460940.json +++ b/landing/lenses/460940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -251,7 +251,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -265,22 +265,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.18, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 0.04, "sourceRef": "axes.자본구조" @@ -301,13 +291,6 @@ "sourceRef": "dartlab://credit/460940/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/460940/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -330,6 +313,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -357,11 +346,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -385,11 +369,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -407,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -606,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -864,6 +848,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/461030.json b/landing/lenses/461030.json index 373761cb8cae0ae32717207bdd5acbac21463f06..acabaca66363d59d1219a004305cb57ba475f9d4 100644 --- a/landing/lenses/461030.json +++ b/landing/lenses/461030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461300.json b/landing/lenses/461300.json index 87d61897bc1f7ca695b36c977d6b320cd952eddd..147ca3608391897d484177d3900e6c55484138d5 100644 --- a/landing/lenses/461300.json +++ b/landing/lenses/461300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462020.json b/landing/lenses/462020.json index de1426a4118a5e464739ac957bcb999ad0c04cb0..19ce8bf146a0036326b540d5dee77703ed7e0505 100644 --- a/landing/lenses/462020.json +++ b/landing/lenses/462020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-18", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-18", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-18", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462310.json b/landing/lenses/462310.json index b63deb050a70a6bc33e58919da5df4154fa94b5f..eb85ecf37f231dbbfc953940478e1888b0e84e5d 100644 --- a/landing/lenses/462310.json +++ b/landing/lenses/462310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 30.0, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 4.5, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/462310/axes/유동성", "status": "derived", "detail": "위험점수 30.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/462310/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -840,13 +856,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/462350.json b/landing/lenses/462350.json index ca7d819e1d53bdd7014003069502402a7eae1586..9de23dcf7c76b5b7bc64b6f24205ffce29f7ce85 100644 --- a/landing/lenses/462350.json +++ b/landing/lenses/462350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -486,7 +486,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -819,10 +819,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -865,7 +865,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -885,8 +885,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -907,8 +907,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -943,7 +943,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462510.json b/landing/lenses/462510.json index e5974a470ff6ac18572d6083ad71f6e860dab7e7..092adb3ffc1473c43b9a59898e2b47ca3d90b34b 100644 --- a/landing/lenses/462510.json +++ b/landing/lenses/462510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -251,20 +251,10 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.유동성", "label": "유동성", @@ -280,7 +270,7 @@ "label": "자본구조", "value": 39.6, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 7.92, "sourceRef": "axes.자본구조" @@ -301,13 +291,6 @@ "sourceRef": "dartlab://credit/462510/axes/유동성", "status": "derived", "detail": "위험점수 12.84, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/462510/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -330,6 +313,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -357,11 +346,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -385,11 +369,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -407,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -566,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +570,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -864,6 +848,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/462520.json b/landing/lenses/462520.json index 62d77b544ae6724b3faa9f25fe5533abbba8b3b3..688cc32c3ce28b3401159df20d8f32513ee416bd 100644 --- a/landing/lenses/462520.json +++ b/landing/lenses/462520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462860.json b/landing/lenses/462860.json index 08d07265682fddba24e9dcd6e15cfb8bf0705aa1..84555788eab7365477467e2b37c851b83b9280ae 100644 --- a/landing/lenses/462860.json +++ b/landing/lenses/462860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -606,8 +606,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -637,10 +637,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -650,7 +650,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -659,7 +659,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -773,10 +773,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -791,10 +791,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462870.json b/landing/lenses/462870.json index 78688413bf516c5923942b05983c7872ec5d6101..d7f29bd3efa7913a6e6e2a8798540ab308db6c0d 100644 --- a/landing/lenses/462870.json +++ b/landing/lenses/462870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -251,7 +251,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -265,22 +265,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.65, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 0.13, "sourceRef": "axes.자본구조" @@ -301,13 +291,6 @@ "sourceRef": "dartlab://credit/462870/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/462870/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -330,6 +313,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -357,11 +346,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -385,11 +369,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -407,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -566,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +570,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -864,6 +848,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/462980.json b/landing/lenses/462980.json index 5d5d7e5056e7c7e89b72a60fe227c6701bbedc37..c6d13ea13e2edd78f49936cc97d7f315ca2bd6de 100644 --- a/landing/lenses/462980.json +++ b/landing/lenses/462980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -67,7 +67,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 186.95, + "value": 169.69, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -275,7 +275,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 186.95, + "value": 169.69, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -328,24 +328,24 @@ "sourceRef": "axes.재무신뢰성" }, { - "id": "axis.유동성", - "label": "유동성", - "value": 36.26, + "id": "axis.자본구조", + "label": "자본구조", + "value": 33.56, "unit": "riskScore", "direction": "positive", - "weight": 15, - "contribution": 5.44, - "sourceRef": "axes.유동성" + "weight": 20, + "contribution": 6.71, + "sourceRef": "axes.자본구조" }, { - "id": "axis.자본구조", - "label": "자본구조", - "value": 36.33, + "id": "axis.유동성", + "label": "유동성", + "value": 35.61, "unit": "riskScore", "direction": "negative", - "weight": 20, - "contribution": 7.27, - "sourceRef": "axes.자본구조" + "weight": 15, + "contribution": 5.34, + "sourceRef": "axes.유동성" } ], "claims": [], @@ -355,14 +355,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/462980/axes/자본구조", "status": "derived", - "detail": "위험점수 36.33, 가중치 20%" + "detail": "위험점수 33.56, 가중치 20%" }, { "id": "credit.axis.유동성", "kind": "creditAxis", "sourceRef": "dartlab://credit/462980/axes/유동성", "status": "derived", - "detail": "위험점수 36.26, 가중치 15%" + "detail": "위험점수 35.61, 가중치 15%" }, { "id": "credit.axis.재무신뢰성", @@ -422,8 +422,8 @@ }, { "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -435,9 +435,9 @@ "gradeHistory": [ { "period": "2026", - "score": 28.01, - "grade": "BBB-", - "pdEstimate": 0.4 + "score": 25.49, + "grade": "BBB", + "pdEstimate": 0.25 } ], "coverage": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463020.json b/landing/lenses/463020.json index 72a04e6d3a73813b9d8e9963eca1f621deede921..d31dd540057640324b5fdb18ea7bd72d4e6182f2 100644 --- a/landing/lenses/463020.json +++ b/landing/lenses/463020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463480.json b/landing/lenses/463480.json index e72f6eef065be1e16935a7e2a831b5932668590b..2308241a5354fd025c5f01f9f0e313eaeacecbfb 100644 --- a/landing/lenses/463480.json +++ b/landing/lenses/463480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464080.json b/landing/lenses/464080.json index f457b15b0164583b8c8d71ecc5d50a8a479477cb..b6e2a8113b958d08bcf789605984d59c95c48393 100644 --- a/landing/lenses/464080.json +++ b/landing/lenses/464080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464280.json b/landing/lenses/464280.json index afc2738910ba3b93e795723ac2caca9e7baa4a8c..97b2df88b7ffd0a95c0eba612a43e7e4d77cd4fe 100644 --- a/landing/lenses/464280.json +++ b/landing/lenses/464280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464440.json b/landing/lenses/464440.json index f5c5038f69ede34bee6a85534cea9a787b5502d1..afffe9fa0e6fbc7a8ebc1ea93f15c0baf59a8b57 100644 --- a/landing/lenses/464440.json +++ b/landing/lenses/464440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-17", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-17", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-17", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464490.json b/landing/lenses/464490.json index 0f79e0f031963e53086cc332514d1923bcf4a22a..b96500599eecb9172c61b2f156cbe0687734c868 100644 --- a/landing/lenses/464490.json +++ b/landing/lenses/464490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -689,19 +689,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -722,8 +722,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -735,7 +735,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -768,17 +768,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -813,7 +813,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -847,7 +847,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -856,7 +856,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -869,10 +869,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -888,10 +888,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,7 +911,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464500.json b/landing/lenses/464500.json index 2fceaa11e57d76af7c6cfee75736ed8308aa7073..0be02f1aa035669cf203d0abd84fcf58b6177c38 100644 --- a/landing/lenses/464500.json +++ b/landing/lenses/464500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,18 +301,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.36, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 32.41, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -333,11 +333,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.61, + "value": 3.3, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.52, + "contribution": 0.66, "sourceRef": "axes.자본구조" }, { @@ -353,11 +353,11 @@ { "id": "axis.채무상환능력", "label": "채무상환능력", - "value": 60.66, + "value": 60.33, "unit": "riskScore", "direction": "negative", "weight": 25, - "contribution": 15.16, + "contribution": 15.08, "sourceRef": "axes.채무상환능력" } ], @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -402,12 +402,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -445,14 +445,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/464500/axes/채무상환능력", "status": "derived", - "detail": "위험점수 60.66, 가중치 25%" + "detail": "위험점수 60.33, 가중치 25%" }, { "id": "credit.axis.자본구조", "kind": "creditAxis", "sourceRef": "dartlab://credit/464500/axes/자본구조", "status": "derived", - "detail": "위험점수 2.61, 가중치 20%" + "detail": "위험점수 3.30, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -496,14 +496,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.36, + "score": 32.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 32.42, + "score": 32.49, "assumptions": { "scenarioStress": "moderate" } @@ -531,13 +531,13 @@ "gradeHistory": [ { "period": "2026", - "score": 4.79, - "grade": "AA+", - "pdEstimate": 0.01 + "score": 7.18, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2025", - "score": 36.77, + "score": 36.85, "grade": "BB+", "pdEstimate": 0.75 } @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -696,19 +696,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,10 +922,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464580.json b/landing/lenses/464580.json index b1853f77dc69800539cf401c02293409092b71f9..cdd2b8d82f0dbc7f17189f105c95d939ce4d061a 100644 --- a/landing/lenses/464580.json +++ b/landing/lenses/464580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 36.36, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 5.45, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/464580/axes/유동성", "status": "derived", "detail": "위험점수 36.36, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/464580/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -840,13 +856,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/464680.json b/landing/lenses/464680.json index 7f4cc4aa5eb3eba1bf4f6a4d2a11857179d786bd..f871fc868ac7954690b4dd9755c32bb9120ad5f5 100644 --- a/landing/lenses/464680.json +++ b/landing/lenses/464680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-08", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-08", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-08", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465320.json b/landing/lenses/465320.json index 4f5fac0657f0c37f5d8fd8393b520c0195836254..ec911f645fd7c12528986ce421d914aea48c005c 100644 --- a/landing/lenses/465320.json +++ b/landing/lenses/465320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465480.json b/landing/lenses/465480.json index b5dc531a0f64118f3c1b362ff2472b829084550c..a69e0c23e1ec161c90491e7f6265c1b6e79bf595 100644 --- a/landing/lenses/465480.json +++ b/landing/lenses/465480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465770.json b/landing/lenses/465770.json index 21de0e5e531b8c4e6c92e66aa5e29a80534a535a..0aa87fbb563c13df83fcb8054e12ba1c65b5ed62 100644 --- a/landing/lenses/465770.json +++ b/landing/lenses/465770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -770,14 +770,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -897,19 +897,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -930,8 +930,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -976,17 +976,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -996,7 +996,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1055,7 +1055,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1064,7 +1064,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,10 +1114,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1404,12 +1404,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1f3983278bbc", + "target": "465770", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/466100.json b/landing/lenses/466100.json index 20e37cc681cf0a1061ea2fa59e0a06858a956898..78d0e40569f8d74cd6da76d091102f2aeac1a8bf 100644 --- a/landing/lenses/466100.json +++ b/landing/lenses/466100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466410.json b/landing/lenses/466410.json index 9ba6ec41dbd6805d3d3cfd5cd800a971935000bb..39e31fdc68bf58188d4ad43a5884e44193eec0cd 100644 --- a/landing/lenses/466410.json +++ b/landing/lenses/466410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466690.json b/landing/lenses/466690.json index e3519b0baf6f0edba2b70b045ff899503587b1c5..1fefff0ddc8236a2645c886b75b8ef4ae30ed456 100644 --- a/landing/lenses/466690.json +++ b/landing/lenses/466690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,20 +249,10 @@ }, "confidence": { "level": "blocked", - "score": 30.0, + "score": 20.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -282,13 +272,6 @@ "sourceRef": "dartlab://credit/466690/axes/자본구조", "status": "derived", "detail": "위험점수 0.47, 가중치 20%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/466690/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -317,6 +300,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -361,11 +350,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 1, "totalAxes": 7, - "validWeight": 30.0, + "validWeight": 20.0, "totalWeight": 100.0, - "weightCoverage": 30.0 + "weightCoverage": 20.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -996,6 +985,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/466910.json b/landing/lenses/466910.json index ebc57eeee0f5c712865db354d4618371ce5d658c..d1c1cbfd658f539aca9874a7b8f8168d8a2bd20d 100644 --- a/landing/lenses/466910.json +++ b/landing/lenses/466910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -42,10 +42,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025Q4", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-22", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-22", "period": null, "status": "derived", @@ -585,7 +585,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-04-22", "period": null, "status": "observed", @@ -673,10 +673,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -719,10 +719,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -737,10 +737,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/467930.json b/landing/lenses/467930.json index 412473b056383ba979cd7bf20469f0f95e147a6e..c0a525b3df8c7383a9d0e96533120edf41361716 100644 --- a/landing/lenses/467930.json +++ b/landing/lenses/467930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468530.json b/landing/lenses/468530.json index 5f6140a528c276265fc792ddeb077b612483bb3e..fb1e2b2e58bc8a418a137799d0c2cfbbf96783c7 100644 --- a/landing/lenses/468530.json +++ b/landing/lenses/468530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.56, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 0.11, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/468530/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/468530/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -840,13 +856,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/468760.json b/landing/lenses/468760.json index 34641b2ade4300fd5c91a5e436e9f09070adaeff..bed7c95c6e961ccf1e5606be24118774bf3cc050 100644 --- a/landing/lenses/468760.json +++ b/landing/lenses/468760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -541,10 +541,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -593,7 +593,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -681,10 +681,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -727,10 +727,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -745,10 +745,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469480.json b/landing/lenses/469480.json index da6a562293ff416cc58e7da5f7e9cfb135e0032f..152c509d94c54af93a6ab4a3bf47f25632070074 100644 --- a/landing/lenses/469480.json +++ b/landing/lenses/469480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-19", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-19", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-06-19", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469610.json b/landing/lenses/469610.json index 3c9a1dce7c7725ceb1c17d285af9cf7163a3d025..2461a1ecd3fd6f0d8d22e5af612448bc362a87d0 100644 --- a/landing/lenses/469610.json +++ b/landing/lenses/469610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469750.json b/landing/lenses/469750.json index f47158832fcf67b8cbb14015c4366679dbe7dd55..1a2135cf032f633146d2e846b742fbb85e5e572f 100644 --- a/landing/lenses/469750.json +++ b/landing/lenses/469750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469880.json b/landing/lenses/469880.json index faa4d87476fac262dc02001700d986250563b65d..854fcce3e1f8d66d2eab6ba25f7d5f193c7d5609 100644 --- a/landing/lenses/469880.json +++ b/landing/lenses/469880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-30", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-30", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-30", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469900.json b/landing/lenses/469900.json index ad2a075e3c05a737c8f3d500dd2c029fabc9940b..ab5264911c730a05f3a4d3d2087e69e2bf0393a9 100644 --- a/landing/lenses/469900.json +++ b/landing/lenses/469900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471050.json b/landing/lenses/471050.json index 96df50a87bc8cd0e8beaf726b6b37476fba671d8..2f049da5f52872987eacb684bd9b896ff5743a27 100644 --- a/landing/lenses/471050.json +++ b/landing/lenses/471050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471820.json b/landing/lenses/471820.json index b30c7d614f0e57a9f1f836924ab00787748b2dea..de23070228549f9f07941e3cfd1157d90e4b8054 100644 --- a/landing/lenses/471820.json +++ b/landing/lenses/471820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472220.json b/landing/lenses/472220.json index d9b86237d364894c25c5abd4ff4ce6a87ba1f8e7..e899eacfc2d0818ae82b45aa6042c3a7c13e6d97 100644 --- a/landing/lenses/472220.json +++ b/landing/lenses/472220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -257,10 +257,20 @@ }, "confidence": { "level": "blocked", - "score": 20.0, + "score": 30.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -280,6 +290,13 @@ "sourceRef": "dartlab://credit/472220/axes/자본구조", "status": "derived", "detail": "위험점수 0.55, 가중치 20%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/472220/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -308,12 +325,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -370,11 +381,11 @@ } ], "coverage": { - "validAxes": 1, + "validAxes": 2, "totalAxes": 7, - "validWeight": 20.0, + "validWeight": 30.0, "totalWeight": 100.0, - "weightCoverage": 20.0 + "weightCoverage": 30.0 }, "eCR": null, "pdEstimate": null, @@ -392,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -514,10 +525,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -533,8 +544,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -546,8 +557,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -564,10 +575,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +588,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -586,7 +597,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -654,10 +665,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -673,10 +684,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,10 +711,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -718,10 +729,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -732,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -740,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -756,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -772,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -991,13 +1002,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/472230.json b/landing/lenses/472230.json index 88308e7eea224832cccfd4892596df45bc7d19c8..b62c555f34f8590d30ce52c8410935c6d33dd8b2 100644 --- a/landing/lenses/472230.json +++ b/landing/lenses/472230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472850.json b/landing/lenses/472850.json index a9e73d83f4b2608a31bd498e42e17a0fb23a4b61..bb0c6b38d2f79917a74aae8bffb7a71a734e0bac 100644 --- a/landing/lenses/472850.json +++ b/landing/lenses/472850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473000.json b/landing/lenses/473000.json index 953342c16d91d3dc075472a49ad7a7d002a64bf3..db50b783aaad630c72416c1176bd40217ec45b7c 100644 --- a/landing/lenses/473000.json +++ b/landing/lenses/473000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473050.json b/landing/lenses/473050.json index a276b35ab1b294f8328d42dc2f16648e427fb2c6..0be45565f8c4c91fb433b7965e2c1263073cb4b7 100644 --- a/landing/lenses/473050.json +++ b/landing/lenses/473050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473950.json b/landing/lenses/473950.json index c8a3cc3ce1096ec178c06845372840b3265c7f86..91818c2a7fa57ba9b248a478ffdc140eae60f6d9 100644 --- a/landing/lenses/473950.json +++ b/landing/lenses/473950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473980.json b/landing/lenses/473980.json index 58c12bb782eab9eba2872b38580106f6389ab953..adfe73487f3f03f52bd7950b3978b3d69d41b8fd 100644 --- a/landing/lenses/473980.json +++ b/landing/lenses/473980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474170.json b/landing/lenses/474170.json index ae95570938c9741ae5d2e616bdcac0f9bbcc9129..fe1bead71dbbc401571f232bee66af3e74109f55 100644 --- a/landing/lenses/474170.json +++ b/landing/lenses/474170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,20 +249,10 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -278,7 +268,7 @@ "label": "유동성", "value": 15.62, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 15, "contribution": 2.34, "sourceRef": "axes.유동성" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/474170/axes/유동성", "status": "derived", "detail": "위험점수 15.62, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/474170/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -856,6 +840,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/474490.json b/landing/lenses/474490.json index cdc9b37c31f57b4a75884959ff97d702c736b976..3ae1dc8512aa66d27fe6e7ef7f3a1327d770ee0d 100644 --- a/landing/lenses/474490.json +++ b/landing/lenses/474490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474610.json b/landing/lenses/474610.json index afa37f01e0a1ea4ef7980b01bfe7f35f2a102d94..4a582f9dbd8229b9b5ebc9895296309ec1aa34e3 100644 --- a/landing/lenses/474610.json +++ b/landing/lenses/474610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,20 +249,10 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -278,7 +268,7 @@ "label": "유동성", "value": 27.63, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 15, "contribution": 4.14, "sourceRef": "axes.유동성" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/474610/axes/유동성", "status": "derived", "detail": "위험점수 27.63, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/474610/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -856,6 +840,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/474650.json b/landing/lenses/474650.json index c9861437880aacde555a77a135a6dc7d993317cc..7d10dc29804f5d1e3243687616a7f6002d2f7a78 100644 --- a/landing/lenses/474650.json +++ b/landing/lenses/474650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -708,8 +708,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -739,10 +739,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -752,7 +752,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -761,7 +761,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -829,10 +829,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -848,10 +848,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,7 +871,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474660.json b/landing/lenses/474660.json index 1d617c8e57bdd12e420318555dbd14f35c679b25..0cf117071d3ade9adaeb11910a6c435c843982e1 100644 --- a/landing/lenses/474660.json +++ b/landing/lenses/474660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474930.json b/landing/lenses/474930.json index 570a9624184099a350b8057a0554f92a1fcf9c9f..5b5bfb9d43b53edb01bf59271f4f40d4b44c7171 100644 --- a/landing/lenses/474930.json +++ b/landing/lenses/474930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475040.json b/landing/lenses/475040.json index 2888188f08bd3d6a9c4e97af99d95b33c5331d04..7e5df77faf1497a77f49101237d5af2f5d77fe40 100644 --- a/landing/lenses/475040.json +++ b/landing/lenses/475040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -819,7 +819,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -875,10 +875,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -921,10 +921,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -939,10 +939,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475150.json b/landing/lenses/475150.json index 051f20e6970e8481896d46afdc44977328557da2..e044d625bc317ca502c8e713677e4890b98ac52f 100644 --- a/landing/lenses/475150.json +++ b/landing/lenses/475150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -550,18 +550,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 47.03, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 47.92, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -613,12 +613,12 @@ "claims": [ { "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", "comparisonKey": "capitalStructure", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,12 +651,12 @@ }, { "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", "comparisonKey": "debtService", "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,7 +701,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/475150/axes/자본구조", "status": "derived", - "detail": "위험점수 43.26, 가중치 20%" + "detail": "위험점수 45.84, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -745,14 +745,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 47.03, + "score": 47.92, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.03, + "score": 49.8, "assumptions": { "scenarioStress": "moderate" } @@ -785,13 +785,13 @@ "gradeHistory": [ { "period": "2026", - "score": 51.94, - "grade": "B+", - "pdEstimate": 4.0 + "score": 56.03, + "grade": "B", + "pdEstimate": 7.0 }, { "period": "2025", - "score": 62.59, + "score": 64.14, "grade": "B-", "pdEstimate": 10.0 } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1102,13 +1102,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475230.json b/landing/lenses/475230.json index e0a429257c8b80c9937ac0b5790dc5b68e6edce9..73eca5784bbe1145b366616ed2e7cd62095d46e9 100644 --- a/landing/lenses/475230.json +++ b/landing/lenses/475230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475240.json b/landing/lenses/475240.json index 99149afc2776fff207d9428a3a7633385bf3e375..fdfb41bec766d3171522a544e615984fd6cb741f 100644 --- a/landing/lenses/475240.json +++ b/landing/lenses/475240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475250.json b/landing/lenses/475250.json index 1cbefa1c5d6f26f36ccb8fd5b7537fcfbfb1ded5..1f0aedf6ffc410642a694b28c74524596022f4ed 100644 --- a/landing/lenses/475250.json +++ b/landing/lenses/475250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475400.json b/landing/lenses/475400.json index 48d33ff5967bbc93580014e130f0956060e94aff..91611d84c939b7e2d058164dc4d664754cf80f8d 100644 --- a/landing/lenses/475400.json +++ b/landing/lenses/475400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475430.json b/landing/lenses/475430.json index 8436fd5f061416cb5817a575b46bc8af21b143cd..50b8d12d91fe3db395da18b93f1b114dad091380 100644 --- a/landing/lenses/475430.json +++ b/landing/lenses/475430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475460.json b/landing/lenses/475460.json index 915301202e526a0b5732b08a25c0a33682102482..701953b0b37220cbdd05666d26bb38be21d7ff4c 100644 --- a/landing/lenses/475460.json +++ b/landing/lenses/475460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475560.json b/landing/lenses/475560.json index 4797c8853d183f849222ffe171df7030fc6462a6..b023fe9a145dd9937d4346bdc4e802f60df8c962 100644 --- a/landing/lenses/475560.json +++ b/landing/lenses/475560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475580.json b/landing/lenses/475580.json index 305d3fa789d7161f1d2d18d9c5a11c8ebef12781..58ac2baa363f4ce9f8fca511a4dc9e349294b609 100644 --- a/landing/lenses/475580.json +++ b/landing/lenses/475580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -609,7 +609,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475660.json b/landing/lenses/475660.json index 94550a99d7d1a625f5fbd2879224b878e2e10070..a3684e3d897e0edcb3f1c8a1c4fdf59a3e26fb45 100644 --- a/landing/lenses/475660.json +++ b/landing/lenses/475660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475830.json b/landing/lenses/475830.json index f63f43d675e0c38e71eadfede810fb4143bac656..72641833b758a9c88c40c91886a3a6e74923f0d6 100644 --- a/landing/lenses/475830.json +++ b/landing/lenses/475830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475960.json b/landing/lenses/475960.json index 5429705c31d66c469d44ed51ca79d0710958b081..86111dc1c6f699b8e8acf734b8bff7fe82404fea 100644 --- a/landing/lenses/475960.json +++ b/landing/lenses/475960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476040.json b/landing/lenses/476040.json index cad85f3fc58a252e72224dd996dd083bb92f971f..b334badd2402dc317a7f246ab717e1fe8d9b6976 100644 --- a/landing/lenses/476040.json +++ b/landing/lenses/476040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476060.json b/landing/lenses/476060.json index 9fbedaff32e0aca85bce32b39f868fddbc597a32..d9d409fa1f2494098eaa4864899e5e121919b57d 100644 --- a/landing/lenses/476060.json +++ b/landing/lenses/476060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476080.json b/landing/lenses/476080.json index b435d97644e94c0fee4066b6009673b68a0c2978..4e707efdca0e2314ea83108b6b168e8278f8fd07 100644 --- a/landing/lenses/476080.json +++ b/landing/lenses/476080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -231,13 +231,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -263,11 +263,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 13.44, + "value": 17.12, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 2.69, + "contribution": 3.42, "sourceRef": "axes.자본구조" }, { @@ -305,7 +305,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/476080/axes/자본구조", "status": "derived", - "detail": "위험점수 13.44, 가중치 20%" + "detail": "위험점수 17.12, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -379,15 +379,15 @@ "gradeHistory": [ { "period": "2026", - "score": 25.12, - "grade": "BBB", - "pdEstimate": 0.25 + "score": 30.92, + "grade": "BBB-", + "pdEstimate": 0.4 }, { "period": "2025", - "score": 36.09, - "grade": "BB+", - "pdEstimate": 0.75 + "score": 37.94, + "grade": "BB", + "pdEstimate": 1.5 } ], "coverage": { @@ -413,14 +413,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,19 +540,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -573,8 +573,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -586,7 +586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -606,8 +606,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -619,17 +619,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -698,7 +698,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -707,7 +707,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -739,10 +739,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -984,88 +984,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0d0a6e26fd9f", - "target": "476080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/476830.json b/landing/lenses/476830.json index 61f058d0f6d4a22d02f1bb79c2755b8c5c106913..f2da04edba9c63b69184935d242bbec4dbcf81c9 100644 --- a/landing/lenses/476830.json +++ b/landing/lenses/476830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -607,14 +607,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -753,8 +753,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -784,10 +784,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -797,7 +797,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -806,7 +806,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477340.json b/landing/lenses/477340.json index aa8bbd6cf66ba9659f2809582cab649626ca7109..cfd7c79659e52490114506cd6fd9099fd6b13554 100644 --- a/landing/lenses/477340.json +++ b/landing/lenses/477340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,20 +249,10 @@ }, "confidence": { "level": "blocked", - "score": 30.0, + "score": 20.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -282,13 +272,6 @@ "sourceRef": "dartlab://credit/477340/axes/자본구조", "status": "derived", "detail": "위험점수 0.28, 가중치 20%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/477340/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -317,6 +300,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -361,11 +350,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 1, "totalAxes": 7, - "validWeight": 30.0, + "validWeight": 20.0, "totalWeight": 100.0, - "weightCoverage": 30.0 + "weightCoverage": 20.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -996,6 +985,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/477380.json b/landing/lenses/477380.json index 215e5c384b2134c1fa560fd7d60a839b07f043bf..aea14a9081460fb66552af3c27a8dc9f52f8e9df 100644 --- a/landing/lenses/477380.json +++ b/landing/lenses/477380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477470.json b/landing/lenses/477470.json index d95429cfcb9f26e27906e1eaeecf8c1bac38b956..b213e651a9f0565902022a2529dbb7c4b1744b54 100644 --- a/landing/lenses/477470.json +++ b/landing/lenses/477470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -251,7 +251,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -265,22 +265,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.51, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 0.1, "sourceRef": "axes.자본구조" @@ -301,13 +291,6 @@ "sourceRef": "dartlab://credit/477470/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/477470/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -330,6 +313,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -357,11 +346,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -385,11 +369,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -407,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -529,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -561,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -581,8 +565,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -601,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -688,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1013,6 +997,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/477760.json b/landing/lenses/477760.json index e7126504f7457972e4c03c156d340f5638d69016..5ad28d3d46626e7ea7f832e3d26b5f7bea437a76 100644 --- a/landing/lenses/477760.json +++ b/landing/lenses/477760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -251,7 +251,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -265,22 +265,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.3, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 0.06, "sourceRef": "axes.자본구조" @@ -301,13 +291,6 @@ "sourceRef": "dartlab://credit/477760/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/477760/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -330,6 +313,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -357,11 +346,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -385,11 +369,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -407,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -529,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -548,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -561,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -579,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -592,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -601,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -688,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1013,6 +997,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/477850.json b/landing/lenses/477850.json index 1d593c8e2b8efaf784a64d5bf3e7b08ee4839287..87ade0c70012a012ba10debee80ba10cd085f951 100644 --- a/landing/lenses/477850.json +++ b/landing/lenses/477850.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/478110.json b/landing/lenses/478110.json index 21b2b6b49f849c0413d329c434d1eee2fb0ac02b..09d6cc46671c20842e80b6409c1445bc0323e3f2 100644 --- a/landing/lenses/478110.json +++ b/landing/lenses/478110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -532,7 +532,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478340.json b/landing/lenses/478340.json index 8987aafc0cac004abd455241a97a806e87dbbdc5..3501107ceddeee16803d956a6bd8a3f337076099 100644 --- a/landing/lenses/478340.json +++ b/landing/lenses/478340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478390.json b/landing/lenses/478390.json index c18b953964876d1f23b3da9e59c25b040270308d..da22fe5498d335df4b8adbbf44a95d0bf3096563 100644 --- a/landing/lenses/478390.json +++ b/landing/lenses/478390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478440.json b/landing/lenses/478440.json index 392f70dd75fab0eb20c9ae3e7eadda0b33c7a9df..a9abfd34b470fee6eaa3ae4bb9312e2e197f30f4 100644 --- a/landing/lenses/478440.json +++ b/landing/lenses/478440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478560.json b/landing/lenses/478560.json index 561fb36bd3de5c7aacf2543b5be4bf30cfdb315a..f2e7a9cca1c27f091da602742591e2f4a58b600c 100644 --- a/landing/lenses/478560.json +++ b/landing/lenses/478560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -543,8 +543,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -574,10 +574,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -714,7 +714,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479880.json b/landing/lenses/479880.json index 3d525f4e74abf7bca1c6af3a9b1d260c5046989d..ea0d4881c876da5c95d24387fcffa12c45f08fb1 100644 --- a/landing/lenses/479880.json +++ b/landing/lenses/479880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 4.92, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 0.98, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/479880/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/479880/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -577,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -989,13 +1005,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/479960.json b/landing/lenses/479960.json index ac46e304024a422ea07c277338efd0156dfe4c56..53ccd9ffdf54181a78ef495fb643709222e6a219 100644 --- a/landing/lenses/479960.json +++ b/landing/lenses/479960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/480370.json b/landing/lenses/480370.json index 34472f284c49ff18b7eef32c80d78395e2f1b245..ee496419bff208d1770e1b23dd5669e60063bd34 100644 --- a/landing/lenses/480370.json +++ b/landing/lenses/480370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481070.json b/landing/lenses/481070.json index 058b1b83fe398dd08d211c0841adac8b62e588e5..13749097928126507e53eaf5faaebf852110f74a 100644 --- a/landing/lenses/481070.json +++ b/landing/lenses/481070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481890.json b/landing/lenses/481890.json index 7ba7a3306146fb61b0f76a0bcca12568c13d6748..7083270e84b6766a5c48ffa8be999fec5e79075e 100644 --- a/landing/lenses/481890.json +++ b/landing/lenses/481890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -548,7 +548,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -561,8 +561,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -581,8 +581,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -592,7 +592,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -601,7 +601,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482520.json b/landing/lenses/482520.json index 3247ca0e7220325a45c27543fb32c77e00a6b12b..dfd5a36c09e36d58a97f119db0c867110415a8bd 100644 --- a/landing/lenses/482520.json +++ b/landing/lenses/482520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,20 +249,10 @@ }, "confidence": { "level": "blocked", - "score": 30.0, + "score": 20.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -282,13 +272,6 @@ "sourceRef": "dartlab://credit/482520/axes/자본구조", "status": "derived", "detail": "위험점수 0.78, 가중치 20%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/482520/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -317,6 +300,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -361,11 +350,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 1, "totalAxes": 7, - "validWeight": 30.0, + "validWeight": 20.0, "totalWeight": 100.0, - "weightCoverage": 30.0 + "weightCoverage": 20.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -996,6 +985,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/482630.json b/landing/lenses/482630.json index 91f7a9951866a5377a0e69f77b2e26269b90d4d9..20532dbc5d24366e06ddcc37d11a70e2a1b8903f 100644 --- a/landing/lenses/482630.json +++ b/landing/lenses/482630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 30.0, + "score": 40.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 1.63, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 0.24, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/482630/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/482630/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 30.0, + "validWeight": 40.0, "totalWeight": 100.0, - "weightCoverage": 30.0 + "weightCoverage": 40.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -919,13 +935,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/482680.json b/landing/lenses/482680.json index e1c366c970848a9eb5c2b86a882ea0dbb41aabb9..56c998d4fde8220e81862a6b35669759c293e463 100644 --- a/landing/lenses/482680.json +++ b/landing/lenses/482680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -251,7 +251,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -265,12 +265,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 8.12, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 1.62, "sourceRef": "axes.자본구조" @@ -291,6 +301,13 @@ "sourceRef": "dartlab://credit/482680/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/482680/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -313,12 +330,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -346,6 +357,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -369,11 +385,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -391,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -513,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-12", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-12", "period": null, "status": "derived", @@ -565,7 +581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-05-12", "period": null, "status": "observed", @@ -653,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -672,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -997,13 +1013,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/482690.json b/landing/lenses/482690.json index 8be8305368a1dd3b879ef8147ea6690fc3506004..c9e2c9937dd601b354fd5602ed8c2408d48482d5 100644 --- a/landing/lenses/482690.json +++ b/landing/lenses/482690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,22 +263,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.59, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 0.12, "sourceRef": "axes.자본구조" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/482690/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/482690/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1005,6 +989,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/483350.json b/landing/lenses/483350.json index 5669acdca83fa4828856180558216cfe62602bdf..5c90f6c2fa2f10a2b3ed67b16cb8aac45745673e 100644 --- a/landing/lenses/483350.json +++ b/landing/lenses/483350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/483650.json b/landing/lenses/483650.json index c818cea2cc98156d9a3c54d23349635e1f88881f..0b9e76c9727a072cccc3ff761e686c703565ba8c 100644 --- a/landing/lenses/483650.json +++ b/landing/lenses/483650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -852,7 +852,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1116,12 +1116,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:36b5bacf4c5d", + "target": "483650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/484120.json b/landing/lenses/484120.json index 0bc44c26dfc053c046c31aefac907684ff0e91f1..925c844073505090a40940b01aec6a681c43ae63 100644 --- a/landing/lenses/484120.json +++ b/landing/lenses/484120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -266,11 +266,11 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 2.21, + "value": 2.96, "unit": "riskScore", "direction": "positive", "weight": 20, - "contribution": 0.44, + "contribution": 0.59, "sourceRef": "axes.자본구조" }, { @@ -291,7 +291,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/484120/axes/자본구조", "status": "derived", - "detail": "위험점수 2.21, 가중치 20%" + "detail": "위험점수 2.96, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -371,7 +371,7 @@ "gradeHistory": [ { "period": "2026", - "score": 3.92, + "score": 4.67, "grade": "AA+", "pdEstimate": 0.01 } @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484130.json b/landing/lenses/484130.json index 2437b9cadba2c817422bcb0b44fcd525dff2f756..45df8acdfdb3ace892f94f534dd124c7c8d60d32 100644 --- a/landing/lenses/484130.json +++ b/landing/lenses/484130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.56, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 0.11, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/484130/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/484130/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -989,13 +1005,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/484590.json b/landing/lenses/484590.json index f5448abcbce32cc56e26f05253f9b1951d19cc89..5cb1c28569aa33315dad5eeab2f8ef7c645f5c34 100644 --- a/landing/lenses/484590.json +++ b/landing/lenses/484590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484810.json b/landing/lenses/484810.json index 2472d25efb3bc6c9383bc59dabdca5944b282ab4..becc00a52dc6e146568f100cd0e17a14e8f86c12 100644 --- a/landing/lenses/484810.json +++ b/landing/lenses/484810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 34.63, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 5.19, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/484810/axes/유동성", "status": "derived", "detail": "위험점수 34.63, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/484810/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -840,13 +856,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/484870.json b/landing/lenses/484870.json index ae57a6fccceb6387b627e5badfc14212822f29f7..f11eb2998e3beedf2d3847d0e9998a103104edf2 100644 --- a/landing/lenses/484870.json +++ b/landing/lenses/484870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 12.85, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 1.93, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/484870/axes/유동성", "status": "derived", "detail": "위험점수 12.85, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/484870/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -840,13 +856,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/486630.json b/landing/lenses/486630.json index 517ad083fa96ce7c923ea9025ea07459946b384e..084673d1b20a273c81f925b6bb97022166411f0a 100644 --- a/landing/lenses/486630.json +++ b/landing/lenses/486630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486990.json b/landing/lenses/486990.json index f89ac21c215baf50116c89d37ad9c3b9d36f6eaa..5455e97674aefc8b42d344f840e7423d99ad26c3 100644 --- a/landing/lenses/486990.json +++ b/landing/lenses/486990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487360.json b/landing/lenses/487360.json index 370e18789d054d0bc31f99a21d605ba270499b5b..3fc8a09bf5b1b62f5b702f9bcf8fcb5bc3c0ac04 100644 --- a/landing/lenses/487360.json +++ b/landing/lenses/487360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487400.json b/landing/lenses/487400.json index 34b9fc193c2ff26ace45271d91f5e1264ee51292..0812cb1642c9ac15c643d3cdc55a2b473dde0768 100644 --- a/landing/lenses/487400.json +++ b/landing/lenses/487400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -454,15 +454,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487570.json b/landing/lenses/487570.json index 6f9a1fa8dba9b4a44200bf5fea85cbe134f45cc3..3f43870c219b0cd3a9be0cb5e62ed34874e836e2 100644 --- a/landing/lenses/487570.json +++ b/landing/lenses/487570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -852,7 +852,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,10 +911,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -929,10 +929,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1257,88 +1257,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f7c30dea225d", - "target": "487570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-08-16", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/487580.json b/landing/lenses/487580.json index bb1d36c9c4fe05933812db00bb1361c8c708c698..df87944ee5254ac9f0f0c19a439c4a02c4f2aefc 100644 --- a/landing/lenses/487580.json +++ b/landing/lenses/487580.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -531,15 +531,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "거시 순풍 경로 우세", - "summary": "거시 순풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." }, "confidence": { "level": "medium", @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487720.json b/landing/lenses/487720.json index 3e2fd22c3d316a32fecad221989ee4de135864ea..bdb6b557b206cc41844ef4ad5c59c725feca147a 100644 --- a/landing/lenses/487720.json +++ b/landing/lenses/487720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,22 +263,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 8.92, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 1.78, "sourceRef": "axes.자본구조" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/487720/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/487720/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1005,6 +989,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/487830.json b/landing/lenses/487830.json index 394828fef41f2bef3c45c6a59d63ab52c6460901..97b853996f8f65a5c52d8b49515625cb68231449 100644 --- a/landing/lenses/487830.json +++ b/landing/lenses/487830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488060.json b/landing/lenses/488060.json index d2146e55b41f999aec708c82ed846894e9059995..6c160f41e1feb51a08bdb16d730bf43e40be21f5 100644 --- a/landing/lenses/488060.json +++ b/landing/lenses/488060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.57, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 0.11, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/488060/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/488060/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -989,13 +1005,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/488280.json b/landing/lenses/488280.json index ac15a552319c53cdba2fe2195eeb2c5e02eed278..f6df0b72aa54d9fc5c80fdd23bbe40219ae8802e 100644 --- a/landing/lenses/488280.json +++ b/landing/lenses/488280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 6.22, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 1.24, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/488280/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/488280/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -840,13 +856,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/488900.json b/landing/lenses/488900.json index ee526a3e77385c9552e5420ccf8fb612b8fae7bc..15f886bd2a5f97ee386b78bfcd67c51faaff81af 100644 --- a/landing/lenses/488900.json +++ b/landing/lenses/488900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -247,10 +247,20 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -266,7 +276,7 @@ "label": "유동성", "value": 38.96, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 5.84, "sourceRef": "axes.유동성" @@ -287,6 +297,13 @@ "sourceRef": "dartlab://credit/488900/axes/유동성", "status": "derived", "detail": "위험점수 38.96, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/488900/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -309,12 +326,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -342,6 +353,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -359,11 +375,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -381,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -508,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -527,8 +543,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -540,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +574,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -580,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -667,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -685,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -699,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -707,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -715,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -881,13 +897,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/489210.json b/landing/lenses/489210.json index aefd134cc09c586147e4e6e9dee89d624dedc321..7c16be709841d68886acf144e0e6a73f313b5f14 100644 --- a/landing/lenses/489210.json +++ b/landing/lenses/489210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,20 +249,10 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", @@ -278,7 +268,7 @@ "label": "유동성", "value": 50.0, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 15, "contribution": 7.5, "sourceRef": "axes.유동성" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/489210/axes/유동성", "status": "derived", "detail": "위험점수 50.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/489210/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -593,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1005,6 +989,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/489460.json b/landing/lenses/489460.json index 7f618838cae6a28435714d396168447f39503231..0b04bd3a3b5119041622fe5fc194bb5ca36328f0 100644 --- a/landing/lenses/489460.json +++ b/landing/lenses/489460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 30.0, + "score": 40.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 8.14, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 1.22, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/489460/axes/유동성", "status": "derived", "detail": "위험점수 8.14, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/489460/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 30.0, + "validWeight": 40.0, "totalWeight": 100.0, - "weightCoverage": 30.0 + "weightCoverage": 40.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -705,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -735,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -751,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -959,13 +975,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/489480.json b/landing/lenses/489480.json index be7b66dfcd356d339d198333ce0baa4fd77d4655..88d9e69bcbfb34364a37f92832e43722ba6ff970 100644 --- a/landing/lenses/489480.json +++ b/landing/lenses/489480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 35.0, + "score": 45.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,12 +263,22 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.24, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 20, "contribution": 0.05, "sourceRef": "axes.자본구조" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/489480/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/489480/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 35.0, + "validWeight": 45.0, "totalWeight": 100.0, - "weightCoverage": 35.0 + "weightCoverage": 45.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -524,7 +540,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -537,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -577,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -989,13 +1005,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/489500.json b/landing/lenses/489500.json index 9234d76f9746b3e1ca36da898e1010900912df50..014ae83264f57717ad7c631680b326907e85b68c 100644 --- a/landing/lenses/489500.json +++ b/landing/lenses/489500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489730.json b/landing/lenses/489730.json index 4f75996ee96e7412c82f227f28f6e835632f9df2..1baebf7bd3c209447e422b972da37c2d500f4646 100644 --- a/landing/lenses/489730.json +++ b/landing/lenses/489730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489790.json b/landing/lenses/489790.json index 47869eb7c5279f768c38094dad2766b2d6a61cbf..711737229a5dcbea1c18b3a8a7fc80dc0dbaf3c1 100644 --- a/landing/lenses/489790.json +++ b/landing/lenses/489790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -366,7 +366,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -385,7 +385,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -404,7 +404,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -423,7 +423,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -562,7 +562,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -745,7 +745,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -787,8 +787,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -925,10 +925,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -943,10 +943,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -965,7 +965,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -981,7 +981,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/490470.json b/landing/lenses/490470.json index a6ccab42775077f9ca485802a0b9360dc4d2b8cf..473470860e2f2c4b77f0c12934aaad72b734d598 100644 --- a/landing/lenses/490470.json +++ b/landing/lenses/490470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/491000.json b/landing/lenses/491000.json index d7eb9b73b801cba50d2078af683f371e49c26d6f..7d7fa4efaa2e432eeaea7fba2f1d5b568aaccbb1 100644 --- a/landing/lenses/491000.json +++ b/landing/lenses/491000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/492220.json b/landing/lenses/492220.json index 0d79cfeb74154516dbd393465dee65ee9a6ce0b9..946d28a0f5c675b53792c69038623876826db99e 100644 --- a/landing/lenses/492220.json +++ b/landing/lenses/492220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493280.json b/landing/lenses/493280.json index 810d2637c33cc36c9db1f4373491093b51da52fd..c3cb581d8579976aa4ac419d94ac61a380d669a4 100644 --- a/landing/lenses/493280.json +++ b/landing/lenses/493280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,22 +263,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 0.07, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 0.01, "sourceRef": "axes.자본구조" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/493280/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/493280/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -526,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -545,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -598,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -685,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -856,6 +840,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/493330.json b/landing/lenses/493330.json index e08cc0f605345d2f6af4163702ea8d190c5778e9..e584db55ced1a70aab9bae884abc344c1ab3d879 100644 --- a/landing/lenses/493330.json +++ b/landing/lenses/493330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,10 +249,20 @@ }, "confidence": { "level": "blocked", - "score": 30.0, + "score": 40.0, "method": "validAxisWeightCoverage" }, "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, { "id": "axis.자본구조", "label": "자본구조", @@ -268,7 +278,7 @@ "label": "유동성", "value": 30.0, "unit": "riskScore", - "direction": "positive", + "direction": "negative", "weight": 15, "contribution": 4.5, "sourceRef": "axes.유동성" @@ -289,6 +299,13 @@ "sourceRef": "dartlab://credit/493330/axes/유동성", "status": "derived", "detail": "위험점수 30.00, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/493330/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -311,12 +328,6 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성" - }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -344,6 +355,11 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" } ], "payload": { @@ -361,11 +377,11 @@ } ], "coverage": { - "validAxes": 2, + "validAxes": 3, "totalAxes": 7, - "validWeight": 30.0, + "validWeight": 40.0, "totalWeight": 100.0, - "weightCoverage": 30.0 + "weightCoverage": 40.0 }, "eCR": null, "pdEstimate": null, @@ -383,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -510,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -529,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -669,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -840,13 +856,6 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, - { - "id": "credit.axis.재무신뢰성", - "status": "missing", - "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.재무신뢰성", - "engine": "credit" - }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/493790.json b/landing/lenses/493790.json index 4fa4e701a134414e5752c113534b766b452cd5c7..1bfd9176309ffaa8378c46aa997d2a224d97ff6f 100644 --- a/landing/lenses/493790.json +++ b/landing/lenses/493790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,22 +263,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 7.57, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 1.51, "sourceRef": "axes.자본구조" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/493790/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/493790/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1005,6 +989,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/494120.json b/landing/lenses/494120.json index ed9c75e34fb15905b150b9786d2121635de4c6dd..7ccad4518cef0f61b5a9050961531ac154269176 100644 --- a/landing/lenses/494120.json +++ b/landing/lenses/494120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/496070.json b/landing/lenses/496070.json index 69f541a2e1f1b039785d905f2e5ff093993ac253..0ed05ae3363a21e9f3068a4d4ea9f9d82061c21a 100644 --- a/landing/lenses/496070.json +++ b/landing/lenses/496070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/498390.json b/landing/lenses/498390.json index ef1d818b9e553acd46c30ce9059e79e469c8a9fa..d513dc4c9e4dfe616e501f9ad7cece57835edcd4 100644 --- a/landing/lenses/498390.json +++ b/landing/lenses/498390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -249,7 +249,7 @@ }, "confidence": { "level": "blocked", - "score": 45.0, + "score": 35.0, "method": "validAxisWeightCoverage" }, "drivers": [ @@ -263,22 +263,12 @@ "contribution": 0.0, "sourceRef": "axes.유동성" }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, { "id": "axis.자본구조", "label": "자본구조", "value": 8.23, "unit": "riskScore", - "direction": "negative", + "direction": "positive", "weight": 20, "contribution": 1.65, "sourceRef": "axes.자본구조" @@ -299,13 +289,6 @@ "sourceRef": "dartlab://credit/498390/axes/유동성", "status": "derived", "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/498390/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" } ], "assumptions": [], @@ -328,6 +311,12 @@ "reason": "사업안정성 축을 계산할 근거가 부족합니다.", "sourceRef": "axes.사업안정성" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, { "id": "credit.axis.공시리스크", "status": "missing", @@ -355,11 +344,6 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" } ], "payload": { @@ -377,11 +361,11 @@ } ], "coverage": { - "validAxes": 3, + "validAxes": 2, "totalAxes": 7, - "validWeight": 45.0, + "validWeight": 35.0, "totalWeight": 100.0, - "weightCoverage": 45.0 + "weightCoverage": 35.0 }, "eCR": null, "pdEstimate": null, @@ -399,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -521,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -553,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -573,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -661,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -680,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1005,6 +989,13 @@ "sourceRef": "axes.사업안정성", "engine": "credit" }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, { "id": "credit.axis.공시리스크", "status": "missing", diff --git a/landing/lenses/499790.json b/landing/lenses/499790.json index 6216b3d00c826c45cb5ae2df1163d7370ec5154c..38c5f2ec6b1b1e88a4240758d2081f4fab9892ad 100644 --- a/landing/lenses/499790.json +++ b/landing/lenses/499790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,10 +770,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -788,10 +788,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900070.json b/landing/lenses/900070.json index db888c6f1b4238dba8dc67c891ac48fcd2713edf..e29e7f53a691c93be8b6d4832cec21195e65d600 100644 --- a/landing/lenses/900070.json +++ b/landing/lenses/900070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900100.json b/landing/lenses/900100.json index c6c8088d458e85c43f37fd9fca1eb16a7c0a5d10..37ea1a846736e09844971e27b2daa15a44c3a6ac 100644 --- a/landing/lenses/900100.json +++ b/landing/lenses/900100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900110.json b/landing/lenses/900110.json index 80710754781b22243e3fb7a7baecd922c56520f5..2ccf90c4d6982d6bcd900f8c61f62a6068c1d061 100644 --- a/landing/lenses/900110.json +++ b/landing/lenses/900110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,15 +56,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { "label": "재무 기반 보통", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 OCF/순이익, 부채비율입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, OCF/순이익입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -75,10 +75,10 @@ { "id": "operatingMargin", "label": "영업이익률", - "value": 9.04, + "value": 411.16, "unit": "%", - "direction": "neutral", - "scoreContribution": 0, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2023" }, @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -251,9 +251,9 @@ "label": "영업이익률", "comparisonKey": "profitability", "basis": "companyFundamentals", - "direction": "neutral", + "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "falsifierRefs": [ "marginBreak" ], - "value": 9.04, + "value": 411.16, "unit": "%" }, { @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -411,7 +411,7 @@ { "id": "marginCompression", "label": "영업이익률이 현재보다 3%p 하락", - "currentValue": 9.04, + "currentValue": 411.16, "unit": "%", "driverRef": "operatingMargin", "sourceRef": "representative.assessment.drivers.operatingMargin" @@ -547,16 +547,16 @@ }, "assessment": { "label": "재무 기반 보통", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 OCF/순이익, 부채비율입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다.", - "score": 1, + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익률, OCF/순이익입니다. 확인할 위험은 매출 CAGR, 영업이익 CAGR입니다.", + "score": 2, "drivers": [ { "id": "operatingMargin", "label": "영업이익률", - "value": 9.04, + "value": 411.16, "unit": "%", - "direction": "neutral", - "scoreContribution": 0, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "earnings.marginTrend", "period": "2023" }, @@ -610,6 +610,7 @@ } ], "positiveDrivers": [ + "영업이익률", "OCF/순이익", "부채비율", "이자보상배율" @@ -628,216 +629,76 @@ "market": "KR", "engine": "credit", "axis": "등급", - "version": "v4.0" + "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, - "status": "usable", + "status": "blocked", "conclusion": { - "label": "dCR-AA+", - "summary": "dCR 위험점수 3.40, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "등급 산출 불가", + "summary": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다." }, "confidence": { - "level": "high", - "score": 95.0, + "level": "blocked", + "score": 0.0, "method": "validAxisWeightCoverage" }, - "drivers": [ - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.0, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 35.41, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.54, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 10.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 1.5, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/900110/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/900110/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ { - "id": "credit.debtService", - "label": "채무상환능력은 기타 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/900110/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시" }, { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-08-16", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/900110/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900110/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" + "id": "credit.axis.회계수익성 프록시", + "status": "missing", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시" }, { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900110/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.15, 가중치 20%" + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시" }, { "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900110/axes/유동성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900110/axes/현금흐름", - "status": "derived", - "detail": "위험점수 10.00, 가중치 15%" + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성" }, { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900110/axes/사업안정성", - "status": "derived", - "detail": "위험점수 35.41, 가중치 10%" + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단" }, { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/900110/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason" } ], "scenarios": [ { "id": "base", "label": "기준", - "grade": "dCR-AA+", - "score": 3.4, + "grade": null, + "score": null, "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA+", - "score": 3.4, - "assumptions": { - "scenarioStress": "moderate" - } } ], "falsifiers": [ @@ -845,84 +706,75 @@ "id": "negativeOutlook", "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" } ], "payload": { "blockRefs": [ "grade", "axes", - "metricsHistory", - "narratives" + "metricsHistory" ], "gradeHistory": [ { "period": "2026", - "score": 0.15, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2025", - "score": 0.17, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2024", - "score": 0.18, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2023", - "score": 0.09, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2022", - "score": 0.07, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2021", - "score": 0.06, + "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 }, { "period": "2020", - "score": 17.56, - "grade": "A-", - "pdEstimate": 0.08 + "score": 0.0, + "grade": "AAA", + "pdEstimate": 0.0 }, { "period": "2019", - "score": 6.06, - "grade": "AA", - "pdEstimate": 0.02 + "score": 0.0, + "grade": "AAA", + "pdEstimate": 0.0 } ], "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 + "validAxes": 0, + "totalAxes": 5, + "validWeight": 0, + "totalWeight": 0.0, + "weightCoverage": 0.0 }, - "eCR": "eCR-4", - "pdEstimate": 0.01, + "eCR": null, + "pdEstimate": null, "notchAdjustment": null, - "divergenceExplanation": [ - "사업안정성 축이 35점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] + "divergenceExplanation": [] } }, "industry": { @@ -935,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1062,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1101,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +994,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +1229,8 @@ }, "statusCounts": { "partial": 3, - "usable": 2 + "blocked": 1, + "usable": 1 }, "gaps": [ { @@ -1388,10 +1241,45 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", + "id": "credit.axis.회계자본 프록시", + "status": "missing", + "reason": "회계자본 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자본 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계수익성 프록시", "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", + "reason": "회계수익성 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계수익성 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.회계자산위험 프록시", + "status": "missing", + "reason": "회계자산위험 프록시 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.회계자산위험 프록시", + "engine": "credit" + }, + { + "id": "credit.axis.유동성", + "status": "missing", + "reason": "유동성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.유동성", + "engine": "credit" + }, + { + "id": "credit.axis.규모·변동성 진단", + "status": "missing", + "reason": "규모·변동성 진단 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.규모·변동성 진단", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "금융업 공통 재무제표 프록시는 유형별 규제자본·자산위험·자금조달/유동성 calibration을 대체할 수 없어 dCR 등급과 PD를 발행하지 않습니다.", + "sourceRef": "blockedReason", "engine": "credit" }, { diff --git a/landing/lenses/900120.json b/landing/lenses/900120.json index 4d1590e2d2a3a7f68ca456b274d0044f89ec9b74..bbdd54f8859ea99a833809f6522ed464d9066d62 100644 --- a/landing/lenses/900120.json +++ b/landing/lenses/900120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -923,7 +923,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900140.json b/landing/lenses/900140.json index 41a0a5adba9b1fa86781be4a30fdfcd4ab0f0c72..1fa17e3f5f98c7fe2af41309f4bb88040738f6fe 100644 --- a/landing/lenses/900140.json +++ b/landing/lenses/900140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900250.json b/landing/lenses/900250.json index b20ffae607906b4ba724fa6b24962dc8b1b99d83..02772e6ae7b7ef2280e0751d6a0ba16f7adb8969 100644 --- a/landing/lenses/900250.json +++ b/landing/lenses/900250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900260.json b/landing/lenses/900260.json index 74b580c21c546d334f9b91fe82b836c40cdc8c99..da4584f9348ac8fd17614508ce4631fff0b01c00 100644 --- a/landing/lenses/900260.json +++ b/landing/lenses/900260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -929,8 +929,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,8 +962,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,10 +981,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1011,7 +1011,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900270.json b/landing/lenses/900270.json index c2ec1ad663b7852642946f8993285e75e327525a..c5335549235a0a8310be251cfcc4e3b3ce6d4352 100644 --- a/landing/lenses/900270.json +++ b/landing/lenses/900270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-21", "period": "2025", "status": "derived", @@ -984,7 +984,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2026-07-21", "period": "2025", "status": "observed", @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900290.json b/landing/lenses/900290.json index ca8b592ad8770cfac66cee171aaff0550c066874..a67226ef60044e3040e3043b7017244dc1dc3368 100644 --- a/landing/lenses/900290.json +++ b/landing/lenses/900290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -64,10 +64,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -147,7 +147,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -191,7 +191,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023Q4", "status": "derived", @@ -212,7 +212,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -256,7 +256,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -277,7 +277,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -321,7 +321,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -342,7 +342,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -386,7 +386,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -672,13 +672,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -954,19 +954,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,17 +1025,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1096,13 +1096,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1111,7 +1111,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900300.json b/landing/lenses/900300.json index 5433eb1696ff7deaf4f45983452b20c9e47d2c81..5660f8daf8197070b6e5ce46018ff3aa72e9b1f3 100644 --- a/landing/lenses/900300.json +++ b/landing/lenses/900300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -541,13 +541,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -849,8 +849,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -862,7 +862,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -901,10 +901,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -914,7 +914,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1012,10 +1012,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1035,7 +1035,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1043,7 +1043,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900310.json b/landing/lenses/900310.json index 925b0d0902a19c7d9a186187b854d9ad6f3aeb58..725e420ee75234a58de1b23f28f3a62e51848c3d 100644 --- a/landing/lenses/900310.json +++ b/landing/lenses/900310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900340.json b/landing/lenses/900340.json index 792d8990124ee9f9ee17cdc67457a9ad8a9f1338..7cfc3bb93d60735724be43d84148fe53cc140c3c 100644 --- a/landing/lenses/900340.json +++ b/landing/lenses/900340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -677,14 +677,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -804,10 +804,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -843,7 +843,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -884,8 +884,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1016,7 +1016,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1024,7 +1024,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950110.json b/landing/lenses/950110.json index a9a6e8481c7b847027b0d021745e89e33a89625c..38e15c75fff7d78fafbef2df9b709e4a9f9f07b2 100644 --- a/landing/lenses/950110.json +++ b/landing/lenses/950110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 84.77, + "value": 86.48, "unit": "$", "signal": "rising", - "change": 1.009999999999991, + "change": 0.4399999999999977, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1418.3, + "value": 1386.5, "unit": "원", "signal": "falling", - "change": -1.1000000000001364, + "change": -6.099999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-08-11", + "observedAt": "2026-08-18", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950130.json b/landing/lenses/950130.json index 2a78af9957ae40541d6585737730bd58b9691c49..7e3e1a3c9cf2f3fdb80f85d1d1532ca6e2534819 100644 --- a/landing/lenses/950130.json +++ b/landing/lenses/950130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950140.json b/landing/lenses/950140.json index 8e1c3da17b85d5a542a77d30aaa6633258e8aaef..a2f07b08344e7f29501f67f82532a720fb2e3ce0 100644 --- a/landing/lenses/950140.json +++ b/landing/lenses/950140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d8c98d6d0fe3", + "target": "950140", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-08-23", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-08-23", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.493 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/950160.json b/landing/lenses/950160.json index 04190717ca759367751cac9a79bdadb8d5e6e547..75ac4476a28568770f59c541d1b734beeecbe40e 100644 --- a/landing/lenses/950160.json +++ b/landing/lenses/950160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2023", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -905,8 +905,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -936,10 +936,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1045,10 +1045,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950190.json b/landing/lenses/950190.json index 0cb898dd24dfc2e1085d89294ea1471df1a57223..19ca19490afbfb7472ac5bdbcf31c7c5d165d634 100644 --- a/landing/lenses/950190.json +++ b/landing/lenses/950190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950200.json b/landing/lenses/950200.json index 9fee099222dfdf99bbfb11bd149f55370fe51258..5433ecf60325cb56818fbd25b8ee4b0ab6649c18 100644 --- a/landing/lenses/950200.json +++ b/landing/lenses/950200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -516,18 +516,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 24.61, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.63, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,15 +711,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 24.61, + "grade": "dCR-BBB+", + "score": 21.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 25.6, + "score": 22.71, "assumptions": { "scenarioStress": "moderate" } @@ -735,6 +735,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -790,7 +795,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", @@ -808,14 +813,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -935,19 +940,19 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -968,8 +973,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -981,7 +986,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1006,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,17 +1019,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1039,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1087,13 +1092,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1102,7 +1107,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1115,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1134,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950210.json b/landing/lenses/950210.json index e3b4c89e8f72afc161c6bb6890465188250061eb..b3c7a3379fdffab6d30d25e3610a6afd1cf44224 100644 --- a/landing/lenses/950210.json +++ b/landing/lenses/950210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -133,7 +133,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -178,7 +178,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2024", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -697,7 +697,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -712,14 +712,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -858,8 +858,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -871,8 +871,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -889,10 +889,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -902,7 +902,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -911,7 +911,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -998,10 +998,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950220.json b/landing/lenses/950220.json index ed3df762cc0d35e3aec74f5888e78b9967e5d7b2..678d0684254c8c1ad21b586fd4919125137975fe 100644 --- a/landing/lenses/950220.json +++ b/landing/lenses/950220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", + "asOf": "2026-08-23", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-08-16" + "retrievedAt": "2026-08-23" }, "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "partial", "conclusion": { @@ -876,8 +876,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -908,10 +908,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -921,7 +921,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -938,7 +938,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-14", + "observedAt": "2026-08-21", "detail": "괴리 판정의 price 입력" } ], @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", "period": null, - "knowledgeBoundary": "2026-08-16" + "knowledgeBoundary": "2026-08-23" }, "status": "usable", "conclusion": { @@ -1019,10 +1019,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.71, + "value": 2.75, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.020000000000000018, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-20", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-08-13", + "observedAt": "2026-08-21", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950250.json b/landing/lenses/950250.json index a6ff02e43e9ad5367391b1b543d70e043d40e99e..6b30f9567dc38f1fad385644cbd564313f21ce44 100644 --- a/landing/lenses/950250.json +++ b/landing/lenses/950250.json @@ -9,763 +9,7 @@ "quant", "macro" ], - "products": { - "analysis": { - "schemaVersion": 1, - "identity": { - "target": "950250", - "market": "KR", - "engine": "analysis", - "axis": "종합평가", - "version": "1" - }, - "time": { - "asOf": "2026-08-16", - "dataAsOf": { - "latestPeriod": null, - "retrievedAt": "2026-08-16" - }, - "period": null, - "knowledgeBoundary": "2026-08-16" - }, - "status": "blocked", - "conclusion": { - "label": "판단 보류", - "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." - }, - "confidence": { - "level": "blocked", - "score": 0.0, - "method": "requiredDomainCoverage" - }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [], - "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.earnings.marginTrend" - }, - { - "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.earnings.growthTrend" - }, - { - "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.cash.cashQuality" - }, - { - "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.resilience.leverageTrend" - }, - { - "id": "analysis.resilience.coverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.resilience.coverageTrend" - }, - { - "id": "analysis.quality.earningsQualityFlags", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.quality.earningsQualityFlags" - } - ], - "scenarios": [], - "falsifiers": [], - "payload": { - "blockRefs": [ - "scorecard", - "piotroski", - "summaryFlags", - "representative" - ], - "coverage": { - "requiredDomains": [ - "earnings", - "cash", - "resilience", - "quality" - ], - "observedRequiredDomains": 0, - "domainCoverage": { - "earnings": { - "status": "missing", - "observed": 0, - "expected": 2 - }, - "cash": { - "status": "missing", - "observed": 0, - "expected": 1 - }, - "resilience": { - "status": "missing", - "observed": 0, - "expected": 2 - }, - "quality": { - "status": "missing", - "observed": 0, - "expected": 1 - } - }, - "observedComponents": 0, - "totalComponents": 6, - "components": [ - { - "id": "earnings.marginTrend", - "domain": "earnings", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.earnings.marginTrend", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - }, - { - "id": "earnings.growthTrend", - "domain": "earnings", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.earnings.growthTrend", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - }, - { - "id": "cash.cashQuality", - "domain": "cash", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.cash.cashQuality", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - }, - { - "id": "resilience.leverageTrend", - "domain": "resilience", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.resilience.leverageTrend", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - }, - { - "id": "resilience.coverageTrend", - "domain": "resilience", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.resilience.coverageTrend", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - }, - { - "id": "quality.earningsQualityFlags", - "domain": "quality", - "required": true, - "status": "missing", - "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "reason": "계산이 완료되지 않았습니다 (ValueError)." - } - ] - }, - "assessment": { - "label": "판단 보류", - "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", - "score": null, - "drivers": [], - "positiveDrivers": [], - "negativeDrivers": [] - } - } - }, - "industry": { - "schemaVersion": 1, - "identity": { - "target": "950250", - "market": "KR", - "engine": "industry", - "axis": "회사위치", - "version": "1" - }, - "time": { - "asOf": "2026-08-16", - "dataAsOf": { - "mappingUpdatedAt": "2026-04-14", - "financialPeriod": null, - "retrievedAt": "2026-08-16" - }, - "period": null, - "knowledgeBoundary": "2026-08-16" - }, - "status": "partial", - "conclusion": { - "label": "금융 · 증권", - "summary": "금융 가치사슬의 증권 위치입니다. 대표 근거 블록 1/6개를 확보했습니다." - }, - "confidence": { - "level": "low", - "score": 23.3, - "method": "mappingConfidenceAndBlockCoverage" - }, - "drivers": [ - { - "id": "valueChainPosition", - "label": "가치사슬 위치", - "value": "증권", - "direction": "neutral", - "sourceRef": "stage" - } - ], - "claims": [], - "evidence": [ - { - "id": "industry.position", - "kind": "industryNode", - "sourceRef": "dartlab://industry/950250/position", - "status": "observed", - "observedAt": "2026-04-14", - "detail": "source=docs, confidence=0.3" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "industry.sectorMetrics", - "status": "missing", - "reason": "sectorMetrics 근거를 확보하지 못했습니다.", - "sourceRef": "sectorMetrics" - }, - { - "id": "industry.sectorCycle", - "status": "missing", - "reason": "sectorCycle 근거를 확보하지 못했습니다.", - "sourceRef": "sectorCycle" - }, - { - "id": "industry.profitPool", - "status": "missing", - "reason": "profitPool 근거를 확보하지 못했습니다.", - "sourceRef": "profitPool" - }, - { - "id": "industry.relationships", - "status": "missing", - "reason": "relationships 근거를 확보하지 못했습니다.", - "sourceRef": "relationships" - }, - { - "id": "industry.concentration", - "status": "missing", - "reason": "concentration 근거를 확보하지 못했습니다.", - "sourceRef": "concentration" - }, - { - "id": "industry.demandPricingDriver", - "status": "unsupported", - "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", - "sourceRef": "taxonomy" - } - ], - "scenarios": [], - "falsifiers": [ - { - "id": "positionRemap", - "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", - "sourceRef": "stage" - } - ], - "payload": { - "blockRefs": [ - "industry", - "stage", - "sectorMetrics", - "sectorCycle", - "profitPool", - "relationships", - "concentration" - ], - "coverage": { - "observedBlocks": 1, - "totalBlocks": 6, - "blocks": { - "position": true, - "sectorMetrics": false, - "sectorCycle": false, - "profitPool": false, - "relationships": false, - "concentration": false - } - }, - "peerCount": 10, - "relationshipCoverage": { - "count": null, - "evidenceCoverage": null, - "amountCoverage": null, - "ratioCoverage": null - } - } - }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "950250", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": null, - "knowledgeBoundary": "2026-08-16" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-08-16", - "dataAsOf": "2026-08-14", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-08-14", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, - "macro": { - "schemaVersion": 1, - "identity": { - "target": "950250", - "market": "KR", - "engine": "macro", - "axis": "전파", - "version": "1" - }, - "time": { - "asOf": "2026-08-16", - "dataAsOf": "2026-08-13", - "period": null, - "knowledgeBoundary": "2026-08-16" - }, - "status": "partial", - "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." - }, - "confidence": { - "level": "medium", - "score": 60.0, - "method": "macroObservationAndCompanyEvidenceCoverage" - }, - "drivers": [ - { - "id": "BAMLH0A0HYM2", - "label": "미국 HY 스프레드", - "value": 2.71, - "unit": "%p", - "signal": "flat", - "change": 0.0, - "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" - }, - { - "id": "BASE_RATE", - "label": "한국 기준금리", - "value": 2.75, - "unit": "%", - "signal": "flat", - "change": 0.0, - "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" - } - ], - "claims": [], - "evidence": [ - { - "id": "macro.driver.BAMLH0A0HYM2", - "kind": "macroObservation", - "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", - "status": "observed", - "observedAt": "2026-08-13", - "detail": "미국 HY 스프레드 최신 관측과 직전 변화" - }, - { - "id": "macro.driver.BASE_RATE", - "kind": "macroObservation", - "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", - "status": "observed", - "observedAt": "2026-08-13", - "detail": "한국 기준금리 최신 관측과 직전 변화" - } - ], - "assumptions": [ - { - "id": "edgeSign", - "value": "registryPrior", - "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." - } - ], - "gaps": [ - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/950250/product" - }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest" - }, - { - "id": "macro.edge.rate-bank-margin.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-bank-margin" - }, - { - "id": "macro.edge.hy-risk-premium.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:hy-risk-premium" - } - ], - "scenarios": [ - { - "id": "rate-debt-interest", - "driverId": "BASE_RATE", - "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", - "lagMonths": [ - 3, - 12 - ] - }, - { - "id": "rate-bank-margin", - "driverId": "BASE_RATE", - "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", - "lagMonths": [ - 1, - 6 - ] - }, - { - "id": "hy-risk-premium", - "driverId": "BAMLH0A0HYM2", - "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", - "lagMonths": [ - 0, - 3 - ] - } - ], - "falsifiers": [ - { - "id": "rate-debt-interest.0", - "condition": "순현금 기업" - }, - { - "id": "rate-debt-interest.1", - "condition": "고정금리 장기차입 중심" - }, - { - "id": "rate-debt-interest.2", - "condition": "이자수익이 비용을 상쇄" - }, - { - "id": "rate-bank-margin.0", - "condition": "조달비용이 대출금리보다 빠르게 상승" - }, - { - "id": "rate-bank-margin.1", - "condition": "대손비용 증가가 NIM 개선을 상쇄" - }, - { - "id": "hy-risk-premium.0", - "condition": "무차입 또는 충분한 현금" - }, - { - "id": "hy-risk-premium.1", - "condition": "방어적 현금흐름" - }, - { - "id": "hy-risk-premium.2", - "condition": "정부/모회사 지원 가능성" - } - ], - "payload": { - "blockRefs": [ - "drivers", - "edges", - "regimeEvidence" - ], - "companyBound": true, - "companyEdgeCount": 0, - "edgeCount": 3 - } - } - }, - "statusCounts": { - "blocked": 1, - "partial": 3 - }, - "gaps": [ - { - "id": "analysis.earnings.marginTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.earnings.marginTrend", - "engine": "analysis" - }, - { - "id": "analysis.earnings.growthTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.earnings.growthTrend", - "engine": "analysis" - }, - { - "id": "analysis.cash.cashQuality", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.cash.cashQuality", - "engine": "analysis" - }, - { - "id": "analysis.resilience.leverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.resilience.leverageTrend", - "engine": "analysis" - }, - { - "id": "analysis.resilience.coverageTrend", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.resilience.coverageTrend", - "engine": "analysis" - }, - { - "id": "analysis.quality.earningsQualityFlags", - "status": "missing", - "reason": "계산이 완료되지 않았습니다 (ValueError).", - "sourceRef": "representative.blocks.quality.earningsQualityFlags", - "engine": "analysis" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." - }, - { - "id": "industry.sectorMetrics", - "status": "missing", - "reason": "sectorMetrics 근거를 확보하지 못했습니다.", - "sourceRef": "sectorMetrics", - "engine": "industry" - }, - { - "id": "industry.sectorCycle", - "status": "missing", - "reason": "sectorCycle 근거를 확보하지 못했습니다.", - "sourceRef": "sectorCycle", - "engine": "industry" - }, - { - "id": "industry.profitPool", - "status": "missing", - "reason": "profitPool 근거를 확보하지 못했습니다.", - "sourceRef": "profitPool", - "engine": "industry" - }, - { - "id": "industry.relationships", - "status": "missing", - "reason": "relationships 근거를 확보하지 못했습니다.", - "sourceRef": "relationships", - "engine": "industry" - }, - { - "id": "industry.concentration", - "status": "missing", - "reason": "concentration 근거를 확보하지 못했습니다.", - "sourceRef": "concentration", - "engine": "industry" - }, - { - "id": "industry.demandPricingDriver", - "status": "unsupported", - "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", - "sourceRef": "taxonomy", - "engine": "industry" - }, - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" - }, - { - "id": "macro.company.financialEvidence", - "status": "missing", - "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", - "sourceRef": "dartlab://analysis/950250/product", - "engine": "macro" - }, - { - "id": "macro.edge.rate-debt-interest.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-debt-interest", - "engine": "macro" - }, - { - "id": "macro.edge.rate-bank-margin.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:rate-bank-margin", - "engine": "macro" - }, - { - "id": "macro.edge.hy-risk-premium.companyEvidence", - "status": "partial", - "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", - "sourceRef": "macro.transmission:edge:hy-risk-premium", - "engine": "macro" - } - ], - "noComposite": true, + "products": {}, "tensions": { "schemaVersion": 1, "items": [], @@ -773,29 +17,58 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" } ], "noComposite": true - } + }, + "statusCounts": {}, + "gaps": [ + { + "engine": "analysis", + "status": "blocked", + "reason": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다." + }, + { + "engine": "credit", + "status": "blocked", + "reason": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다." + }, + { + "engine": "industry", + "status": "blocked", + "reason": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다." + }, + { + "engine": "quant", + "status": "blocked", + "reason": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다." + }, + { + "engine": "macro", + "status": "blocked", + "reason": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다." + } + ], + "noComposite": true } diff --git a/landing/lenses/950260.json b/landing/lenses/950260.json new file mode 100644 index 0000000000000000000000000000000000000000..bd468bab931879c25bd0e09d9a136aafaf602d4a --- /dev/null +++ b/landing/lenses/950260.json @@ -0,0 +1,977 @@ +{ + "schemaVersion": 1, + "target": "950260", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "950260", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-08-23" + }, + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "950260", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-08-23" + }, + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "950260", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-08-21", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "950260", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-08-23", + "dataAsOf": "2026-08-21", + "period": null, + "knowledgeBoundary": "2026-08-23" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 2.75, + "unit": "%p", + "signal": "rising", + "change": 0.020000000000000018, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 2.75, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 119.77, + "unit": "%", + "signal": "falling", + "change": -0.21999999999999886, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 86.48, + "unit": "$", + "signal": "rising", + "change": 0.4399999999999977, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 112371.0, + "unit": "%", + "signal": "rising", + "change": 18028.800000000003, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1386.5, + "unit": "원", + "signal": "falling", + "change": -6.099999999999909, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-08-20", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-08-21", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-07-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-08-18", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-06-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-08-21", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/950260" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/950260/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'CF' topic 에서 ['영업활동현금흐름', '유형자산의취득', '4.금융비용', '금융비용'] 를 찾을 수 없습니다.\n c.panel('CF') 로 전체 행을 확인하세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/950260", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/950260/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/index.json b/landing/lenses/index.json index 022dd7a485c82b62513823ad93d8806aabe6b726..d068682f3d8591f9318705e455edf2fc0f4ba0c5 100644 --- a/landing/lenses/index.json +++ b/landing/lenses/index.json @@ -1,10 +1,10 @@ { "schemaVersion": 1, - "requested": 2853, - "covered": 2853, - "published": 2837, + "requested": 2855, + "covered": 2855, + "published": 2838, "coverageRate": 1.0, - "successRate": 0.9944, + "successRate": 0.994, "shardCount": 24, "companies": [ { @@ -358,249 +358,249 @@ "path": "115610.json" }, { - "target": "122870", - "productCount": 5, - "path": "122870.json" + "target": "122830", + "productCount": 4, + "path": "122830.json" }, { - "target": "126700", + "target": "126640", "productCount": 5, - "path": "126700.json" + "path": "126640.json" }, { - "target": "131290", + "target": "131220", "productCount": 5, - "path": "131290.json" + "path": "131220.json" }, { - "target": "138040", + "target": "137950", "productCount": 5, - "path": "138040.json" + "path": "137950.json" }, { - "target": "143160", + "target": "142760", "productCount": 5, - "path": "143160.json" + "path": "142760.json" }, { - "target": "150900", + "target": "150840", "productCount": 5, - "path": "150900.json" + "path": "150840.json" }, { - "target": "161580", + "target": "161570", "productCount": 5, - "path": "161580.json" + "path": "161570.json" }, { - "target": "175250", + "target": "175140", "productCount": 5, - "path": "175250.json" + "path": "175140.json" }, { - "target": "185190", - "productCount": 4, - "path": "185190.json" + "target": "184230", + "productCount": 5, + "path": "184230.json" }, { - "target": "192390", + "target": "192250", "productCount": 5, - "path": "192390.json" + "path": "192250.json" }, { - "target": "198080", + "target": "197140", "productCount": 5, - "path": "198080.json" + "path": "197140.json" }, { - "target": "204270", + "target": "204210", "productCount": 5, - "path": "204270.json" + "path": "204210.json" }, { - "target": "210540", + "target": "210120", "productCount": 5, - "path": "210540.json" + "path": "210120.json" }, { - "target": "215000", + "target": "214870", "productCount": 5, - "path": "215000.json" + "path": "214870.json" }, { - "target": "218410", + "target": "218150", "productCount": 5, - "path": "218410.json" + "path": "218150.json" }, { - "target": "225220", + "target": "225190", "productCount": 5, - "path": "225220.json" + "path": "225190.json" }, { - "target": "230240", + "target": "229640", "productCount": 5, - "path": "230240.json" + "path": "229640.json" }, { - "target": "238200", - "productCount": 5, - "path": "238200.json" + "target": "238170", + "productCount": 4, + "path": "238170.json" }, { - "target": "246250", + "target": "245620", "productCount": 5, - "path": "246250.json" + "path": "245620.json" }, { - "target": "254120", + "target": "253840", "productCount": 5, - "path": "254120.json" + "path": "253840.json" }, { - "target": "263020", + "target": "262840", "productCount": 5, - "path": "263020.json" + "path": "262840.json" }, { - "target": "267270", + "target": "267260", "productCount": 5, - "path": "267270.json" + "path": "267260.json" }, { - "target": "275630", + "target": "274400", "productCount": 5, - "path": "275630.json" + "path": "274400.json" }, { - "target": "286750", + "target": "285800", "productCount": 5, - "path": "286750.json" + "path": "285800.json" }, { - "target": "291230", + "target": "290740", "productCount": 5, - "path": "291230.json" + "path": "290740.json" }, { - "target": "298540", + "target": "298380", "productCount": 5, - "path": "298540.json" + "path": "298380.json" }, { - "target": "306620", + "target": "306200", "productCount": 5, - "path": "306620.json" + "path": "306200.json" }, { - "target": "314130", + "target": "313760", "productCount": 5, - "path": "314130.json" + "path": "313760.json" }, { - "target": "319660", + "target": "319400", "productCount": 5, - "path": "319660.json" + "path": "319400.json" }, { - "target": "331380", + "target": "330860", "productCount": 5, - "path": "331380.json" + "path": "330860.json" }, { - "target": "339770", + "target": "338840", "productCount": 5, - "path": "339770.json" + "path": "338840.json" }, { - "target": "348340", + "target": "348210", "productCount": 5, - "path": "348340.json" + "path": "348210.json" }, { - "target": "355690", + "target": "355390", "productCount": 5, - "path": "355690.json" + "path": "355390.json" }, { - "target": "363280", + "target": "363260", "productCount": 5, - "path": "363280.json" + "path": "363260.json" }, { - "target": "373200", + "target": "373170", "productCount": 5, - "path": "373200.json" + "path": "373170.json" }, { - "target": "381620", + "target": "380550", "productCount": 5, - "path": "381620.json" + "path": "380550.json" }, { - "target": "389470", + "target": "389260", "productCount": 5, - "path": "389470.json" + "path": "389260.json" }, { - "target": "403360", - "productCount": 4, - "path": "403360.json" + "target": "402490", + "productCount": 5, + "path": "402490.json" }, { - "target": "417180", + "target": "417010", "productCount": 5, - "path": "417180.json" + "path": "417010.json" }, { - "target": "425040", + "target": "424980", "productCount": 5, - "path": "425040.json" + "path": "424980.json" }, { - "target": "443670", + "target": "443250", "productCount": 5, - "path": "443670.json" + "path": "443250.json" }, { - "target": "451700", + "target": "451250", "productCount": 5, - "path": "451700.json" + "path": "451250.json" }, { - "target": "456040", + "target": "456010", "productCount": 5, - "path": "456040.json" + "path": "456010.json" }, { - "target": "461300", + "target": "461030", "productCount": 5, - "path": "461300.json" + "path": "461030.json" }, { - "target": "466910", + "target": "466690", "productCount": 5, - "path": "466910.json" + "path": "466690.json" }, { - "target": "475040", + "target": "474930", "productCount": 5, - "path": "475040.json" + "path": "474930.json" }, { - "target": "478390", + "target": "478340", "productCount": 5, - "path": "478390.json" + "path": "478340.json" }, { - "target": "487570", - "productCount": 5, - "path": "487570.json" + "target": "487400", + "productCount": 4, + "path": "487400.json" }, { - "target": "900100", + "target": "900070", "productCount": 5, - "path": "900100.json" + "path": "900070.json" }, { "target": "000020", @@ -953,249 +953,249 @@ "path": "117580.json" }, { - "target": "122900", + "target": "122870", "productCount": 5, - "path": "122900.json" + "path": "122870.json" }, { - "target": "126720", + "target": "126700", "productCount": 5, - "path": "126720.json" + "path": "126700.json" }, { - "target": "131370", + "target": "131290", "productCount": 5, - "path": "131370.json" + "path": "131290.json" }, { - "target": "138070", + "target": "138040", "productCount": 5, - "path": "138070.json" + "path": "138040.json" }, { - "target": "143210", + "target": "143160", "productCount": 5, - "path": "143210.json" + "path": "143160.json" }, { - "target": "151860", + "target": "150900", "productCount": 5, - "path": "151860.json" + "path": "150900.json" }, { - "target": "161890", + "target": "161580", "productCount": 5, - "path": "161890.json" + "path": "161580.json" }, { - "target": "175330", + "target": "175250", "productCount": 5, - "path": "175330.json" + "path": "175250.json" }, { - "target": "185490", - "productCount": 5, - "path": "185490.json" + "target": "185190", + "productCount": 4, + "path": "185190.json" }, { - "target": "192400", + "target": "192390", "productCount": 5, - "path": "192400.json" + "path": "192390.json" }, { - "target": "198440", + "target": "198080", "productCount": 5, - "path": "198440.json" + "path": "198080.json" }, { - "target": "204320", + "target": "204270", "productCount": 5, - "path": "204320.json" + "path": "204270.json" }, { - "target": "210980", + "target": "210540", "productCount": 5, - "path": "210980.json" + "path": "210540.json" }, { - "target": "215090", + "target": "215000", "productCount": 5, - "path": "215090.json" + "path": "215000.json" }, { - "target": "219130", + "target": "218410", "productCount": 5, - "path": "219130.json" + "path": "218410.json" }, { - "target": "225430", + "target": "225220", "productCount": 5, - "path": "225430.json" + "path": "225220.json" }, { - "target": "230360", + "target": "230240", "productCount": 5, - "path": "230360.json" + "path": "230240.json" }, { - "target": "238490", + "target": "238200", "productCount": 5, - "path": "238490.json" + "path": "238200.json" }, { - "target": "246690", + "target": "246250", "productCount": 5, - "path": "246690.json" + "path": "246250.json" }, { - "target": "254490", + "target": "254120", "productCount": 5, - "path": "254490.json" + "path": "254120.json" }, { - "target": "263050", + "target": "263020", "productCount": 5, - "path": "263050.json" + "path": "263020.json" }, { - "target": "267290", + "target": "267270", "productCount": 5, - "path": "267290.json" + "path": "267270.json" }, { - "target": "276040", + "target": "275630", "productCount": 5, - "path": "276040.json" + "path": "275630.json" }, { - "target": "286940", + "target": "286750", "productCount": 5, - "path": "286940.json" + "path": "286750.json" }, { - "target": "291650", + "target": "291230", "productCount": 5, - "path": "291650.json" + "path": "291230.json" }, { - "target": "298690", + "target": "298540", "productCount": 5, - "path": "298690.json" + "path": "298540.json" }, { - "target": "307180", + "target": "306620", "productCount": 5, - "path": "307180.json" + "path": "306620.json" }, { - "target": "314140", + "target": "314130", "productCount": 5, - "path": "314140.json" + "path": "314130.json" }, { - "target": "320000", + "target": "319660", "productCount": 5, - "path": "320000.json" + "path": "319660.json" }, { - "target": "331520", + "target": "331380", "productCount": 5, - "path": "331520.json" + "path": "331380.json" }, { - "target": "339950", + "target": "339770", "productCount": 5, - "path": "339950.json" + "path": "339770.json" }, { - "target": "348350", + "target": "348340", "productCount": 5, - "path": "348350.json" + "path": "348340.json" }, { - "target": "356680", + "target": "355690", "productCount": 5, - "path": "356680.json" + "path": "355690.json" }, { - "target": "364950", + "target": "363280", "productCount": 5, - "path": "364950.json" + "path": "363280.json" }, { - "target": "373220", + "target": "373200", "productCount": 5, - "path": "373220.json" + "path": "373200.json" }, { - "target": "381970", + "target": "381620", "productCount": 5, - "path": "381970.json" + "path": "381620.json" }, { - "target": "389500", + "target": "389470", "productCount": 5, - "path": "389500.json" + "path": "389470.json" }, { - "target": "403490", - "productCount": 5, - "path": "403490.json" + "target": "403360", + "productCount": 4, + "path": "403360.json" }, { - "target": "417200", + "target": "417180", "productCount": 5, - "path": "417200.json" + "path": "417180.json" }, { - "target": "425420", + "target": "425040", "productCount": 5, - "path": "425420.json" + "path": "425040.json" }, { - "target": "444530", + "target": "443670", "productCount": 5, - "path": "444530.json" + "path": "443670.json" }, { - "target": "451760", + "target": "451700", "productCount": 5, - "path": "451760.json" + "path": "451700.json" }, { - "target": "456070", + "target": "456040", "productCount": 5, - "path": "456070.json" + "path": "456040.json" }, { - "target": "462020", + "target": "461300", "productCount": 5, - "path": "462020.json" + "path": "461300.json" }, { - "target": "467930", + "target": "466910", "productCount": 5, - "path": "467930.json" + "path": "466910.json" }, { - "target": "475150", + "target": "475040", "productCount": 5, - "path": "475150.json" + "path": "475040.json" }, { - "target": "478440", + "target": "478390", "productCount": 5, - "path": "478440.json" + "path": "478390.json" }, { - "target": "487580", + "target": "487570", "productCount": 5, - "path": "487580.json" + "path": "487570.json" }, { - "target": "900110", + "target": "900100", "productCount": 5, - "path": "900110.json" + "path": "900100.json" }, { "target": "000030", @@ -1543,239 +1543,249 @@ "path": "117670.json" }, { - "target": "122990", + "target": "122900", "productCount": 5, - "path": "122990.json" + "path": "122900.json" }, { - "target": "126730", + "target": "126720", "productCount": 5, - "path": "126730.json" + "path": "126720.json" }, { - "target": "131400", + "target": "131370", "productCount": 5, - "path": "131400.json" + "path": "131370.json" }, { - "target": "138080", + "target": "138070", "productCount": 5, - "path": "138080.json" + "path": "138070.json" }, { - "target": "143240", + "target": "143210", "productCount": 5, - "path": "143240.json" + "path": "143210.json" }, { - "target": "151910", + "target": "151860", "productCount": 5, - "path": "151910.json" + "path": "151860.json" }, { - "target": "162300", + "target": "161890", "productCount": 5, - "path": "162300.json" + "path": "161890.json" }, { - "target": "176750", + "target": "175330", "productCount": 5, - "path": "176750.json" + "path": "175330.json" }, { - "target": "185750", + "target": "185490", 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"123330", "productCount": 5, - "path": "123410.json" + "path": "123330.json" }, { - "target": "127710", + "target": "127120", "productCount": 5, - "path": "127710.json" + "path": "127120.json" }, { - "target": "133820", + "target": "133750", "productCount": 5, - "path": "133820.json" + "path": "133750.json" }, { - "target": "138930", + "target": "138610", "productCount": 5, - "path": "138930.json" + "path": "138610.json" }, { - "target": "145020", + "target": "144960", "productCount": 5, - "path": "145020.json" + "path": "144960.json" }, { - "target": "153890", - "productCount": 4, - "path": "153890.json" + "target": "153710", + "productCount": 5, + "path": "153710.json" }, { - "target": "166090", + "target": "163730", "productCount": 5, - "path": "166090.json" + "path": "163730.json" }, { - "target": "178320", + "target": "177900", "productCount": 5, - "path": "178320.json" + "path": "177900.json" }, { - "target": "187420", + "target": "187270", "productCount": 5, - "path": 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"path": "462520.json" }, { - "target": "469750", + "target": "469610", "productCount": 5, - "path": "469750.json" + "path": "469610.json" }, { - "target": "475430", + "target": "475400", "productCount": 5, - "path": "475430.json" + "path": "475400.json" }, { - "target": "481070", + "target": "480370", "productCount": 5, - "path": "481070.json" + "path": "480370.json" }, { - "target": "488900", + "target": "488280", "productCount": 5, - "path": "488900.json" + "path": "488280.json" }, { - "target": "900270", + "target": "900260", "productCount": 5, - "path": "900270.json" + "path": "900260.json" }, { "target": "000080", @@ -4478,244 +4483,244 @@ "path": "119610.json" }, { - "target": "123420", + "target": "123410", "productCount": 5, - "path": "123420.json" + "path": "123410.json" }, { - "target": "127980", + "target": "127710", "productCount": 5, - "path": "127980.json" + "path": "127710.json" }, { - "target": "134060", + "target": "133820", "productCount": 5, - "path": "134060.json" + 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"path": "491000.json" + }, + { + "target": "950160", + "productCount": 5, + "path": "950160.json" }, { "target": "000220", @@ -9808,249 +9813,244 @@ "path": "121800.json" }, { - "target": "124560", + "target": "124500", "productCount": 5, - "path": "124560.json" + "path": "124500.json" }, { - "target": "130580", + "target": "130500", "productCount": 5, - "path": "130580.json" + "path": "130500.json" }, { - "target": "136490", + "target": "136480", "productCount": 5, - "path": "136490.json" + "path": "136480.json" }, { - "target": "140670", + "target": "140520", "productCount": 5, - "path": "140670.json" - }, - { - "target": "148140", - "productCount": 4, - "path": "148140.json" + "path": "140520.json" }, { - "target": "159910", + "target": "147830", "productCount": 5, - "path": "159910.json" + "path": "147830.json" }, { - "target": "171090", + "target": "159580", "productCount": 5, - "path": "171090.json" + "path": "159580.json" }, { - "target": "181710", + "target": "171010", 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- "target": "451250", + "target": "443060", "productCount": 5, - "path": "451250.json" + "path": "443060.json" }, { - "target": "456010", + "target": "451220", "productCount": 5, - "path": "456010.json" + "path": "451220.json" }, { - "target": "461030", + "target": "455910", + "productCount": 4, + "path": "455910.json" + }, + { + "target": "460940", "productCount": 5, - "path": "461030.json" + "path": "460940.json" }, { - "target": "466690", + "target": "466410", "productCount": 5, - "path": "466690.json" + "path": "466410.json" }, { - "target": "474930", + "target": "474660", "productCount": 5, - "path": "474930.json" + "path": "474660.json" }, { - "target": "478340", + "target": "478110", "productCount": 5, - "path": "478340.json" + "path": "478110.json" }, { - "target": "487400", - "productCount": 4, - "path": "487400.json" + "target": "487360", + "productCount": 5, + "path": "487360.json" }, { - "target": "900070", + "target": "499790", "productCount": 5, - "path": "900070.json" + "path": "499790.json" } ], "failures": [ @@ -14210,14 +14215,14 @@ "path": "451800.json" }, { - "target": "357120", + "target": "093380", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "357120.json" + "path": "093380.json" }, { - "target": "093380", + "target": "357120", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "093380.json" + "path": "357120.json" }, { "target": "365550", @@ -14230,14 +14235,14 @@ "path": "432320.json" }, { - "target": "357250", + "target": "089890", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "357250.json" + "path": "089890.json" }, { - "target": "089890", + "target": "357250", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "089890.json" + "path": "357250.json" }, { "target": "481850", @@ -14264,6 +14269,11 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "950170.json" }, + { + "target": "950250", + "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", + "path": "950250.json" + }, { "target": "338100", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.",